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Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
576
Integrated Wealth Management (Palm Desert)
California
$214K +$3.62K +71 +2%
WA
577
Wealth Architects
California
$213K -$30.4K -596 -12%
Legal & General Group
578
Legal & General Group
United Kingdom
$212K – – –
CCM
579
Compton Capital Management
Rhode Island
$210K +$212K +4,155 New
RWA
580
River Wealth Advisors
Pennsylvania
$210K +$213K +4,171 New
BSW
581
Buckingham Strategic Wealth
Missouri
$210K +$213K +4,172 New
BAM
582
Burnham Asset Management
New York
$206K -$4.08K -80 -2%
CG
583
Cutler Group
California
$205K +$208K +4,080 New
VF
584
Virtu Financial
New York
$203K +$205K +4,020 New
AUB
585
Atlantic Union Bankshares
Virginia
$203K +$206K +4,038 New
WAM
586
Wealthspire Advisors (Maryland)
Maryland
$195K +$197K +3,865 New
BIM
587
Barton Investment Management
Pennsylvania
$183K +$185K +3,626 New
AWM
588
AllSquare Wealth Management
New York
$182K +$20.4K +400 +13%
CFA
589
CT Financial Advisors
Pennsylvania
$182K – – –
FIB
590
First Interstate Bank
Montana
$177K -$40.8K -800 -19%
ASN
591
Advisory Services Network
Georgia
$176K -$30.1K -591 -14%
ECM
592
Estabrook Capital Management
New York
$166K -$45.7K -896 -21%
RWA
593
Ropes Wealth Advisors
Massachusetts
$160K -$163K -3,200 -50%
CGT
594
Capital Guardian Trust
California
$155K -$1.44M -28,160 -90%
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$154K +$28.9K +567 +23%
RFS
596
Rockefeller Financial Services
New York
$154K +$156K +3,053 New
IWC
597
Integrated Wealth Counsel
California
$153K – – –
Manulife (Manufacturers Life Insurance)
598
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$152K +$86K +1,688 +127%
MCM
599
Manchester Capital Management
Vermont
$148K +$150K +2,934 New
LWCFA
600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K -$20.4K -400 -12%