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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
676
Jacobi Capital Management
Pennsylvania
$117K
S
677
SignatureFD
Georgia
$114K +$111K +2,342 New
MCM
678
Manchester Capital Management
Vermont
$112K
APP
679
Avantax Planning Partners
Iowa
$109K +$108K +2,263 New
MFBTD
680
MB Financial Bank - Trust Department
Illinois
$108K +$1.14K +24 +1%
SWA
681
Sutton Wealth Advisors
Florida
$106K
MRCM
682
M&R Capital Management
New Jersey
$96K
WC
683
Whitnell & Co
Illinois
$93K
FPFS
684
First Personal Financial Services
North Carolina
$90K -$109K -2,298 -56%
BWL
685
Bogart Wealth LLC
Virginia
$87K +$30.3K +637 +56%
FC
686
Ferris Capital
Massachusetts
$87K +$84.2K +1,770 New
M
687
MOTCO
Texas
$80K +$49.1K +1,031 +171%
TSW
688
Thompson Siegel & Walmsley
Virginia
$78K -$90.6K -1,903 -54%
PCG
689
Private Capital Group
Connecticut
$78K +$34K +715 +81%
PG
690
Patten Group
Tennessee
$77K
OIA
691
OneDigital Investment Advisors
Kansas
$75K
ST
692
Smithfield Trust
Pennsylvania
$73K
PMFA
693
Plante Moran Financial Advisors
Michigan
$69K +$999 +21 +2%
IFAM
694
Institutional & Family Asset Management
Colorado
$68K +$65.8K +1,383 New
WTB
695
Washington Trust Bank
Washington
$67K +$2.05K +43 +3%
MUS
696
Mitsubishi UFJ Securities
Japan
$66K
CAPTRUST Financial Advisors
697
CAPTRUST Financial Advisors
North Carolina
$61K -$381 -8 -0.6%
ADL
698
Asset Dedication LLC
California
$61K +$30.2K +634 +105%
NCM
699
Nelson Capital Management
California
$59K
RWA
700
Ropes Wealth Advisors
Massachusetts
$59K