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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Compton Capital Management
Rhode Island
$210K +$212K +4,155 New
RWA
577
River Wealth Advisors
Pennsylvania
$210K +$213K +4,171 New
BSW
578
Buckingham Strategic Wealth
Missouri
$210K +$213K +4,172 New
BAM
579
Burnham Asset Management
New York
$206K -$4.08K -80 -2%
CG
580
Cutler Group
California
$205K +$208K +4,080 New
VF
581
Virtu Financial
New York
$203K +$205K +4,020 New
AUB
582
Atlantic Union Bankshares
Virginia
$203K +$206K +4,038 New
WAM
583
Wealthspire Advisors (Maryland)
Maryland
$195K +$197K +3,865 New
BIM
584
Barton Investment Management
Pennsylvania
$183K +$185K +3,626 New
AWM
585
AllSquare Wealth Management
New York
$182K +$20.4K +400 +13%
CFA
586
CT Financial Advisors
Pennsylvania
$182K
FIB
587
First Interstate Bank
Montana
$177K -$40.8K -800 -19%
ASN
588
Advisory Services Network
Georgia
$176K -$30.1K -591 -14%
ECM
589
Estabrook Capital Management
New York
$166K -$45.7K -896 -21%
RWA
590
Ropes Wealth Advisors
Massachusetts
$160K -$163K -3,200 -50%
CGT
591
Capital Guardian Trust
California
$155K -$1.44M -28,160 -90%
KTC
592
Kistler-Tiffany Companies
Pennsylvania
$154K +$28.9K +567 +23%
RFS
593
Rockefeller Financial Services
New York
$154K +$156K +3,053 New
IWC
594
Integrated Wealth Counsel
California
$153K
MCM
595
Manchester Capital Management
Vermont
$148K +$150K +2,934 New
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K -$20.4K -400 -12%
BL
597
Balentine LLC
Georgia
$146K +$30.7K +602 +26%
Schroder Investment Management Group
598
Schroder Investment Management Group
United Kingdom
$145K
SJIM
599
St. Johns Investment Management
Florida
$145K
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$139K -$40.8K -800 -22%