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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
601
Hutchinson Capital Management
California
$214K – – –
BL
602
Balentine LLC
Georgia
$211K +$53.2K +1,010 +35%
CF
603
CenterStar Fund
Illinois
$209K – – –
AUB
604
Atlantic Union Bankshares
Virginia
$208K +$202K +3,826 New
LNC
605
Lincoln National Corp
Pennsylvania
$208K +$203K +3,846 New
WA
606
Wealth Architects
California
$206K +$201K +3,806 New
TCM
607
Texan Capital Management
Texas
$202K -$80.6K -1,530 -29%
SGAM
608
Smith Group Asset Management
Texas
$201K -$16.9K -320 -8%
FCM
609
Forester Capital Management
Illinois
$201K – – –
CCFCSB
610
Cape Cod Five Cents Savings Bank
Massachusetts
$201K +$195K +3,698 New
CGT
611
Capital Guardian Trust
California
$199K -$2.11K -40 -1%
CFA
612
CT Financial Advisors
Pennsylvania
$191K – – –
RWA
613
Ropes Wealth Advisors
Massachusetts
$191K +$18.2K +345 +11%
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$186K – – –
LIA
615
LS Investment Advisors
Michigan
$185K +$113K +2,144 +168%
Schroder Investment Management Group
616
Schroder Investment Management Group
United Kingdom
$180K – – –
ECM
617
Estabrook Capital Management
New York
$178K – – –
CFS
618
Commonwealth Financial Services
West Virginia
$174K -$17.6K -335 -9%
WA
619
WFG Advisors
Texas
$167K +$52.4K +994 +48%
IWC
620
Integrated Wealth Counsel
California
$165K – – –
SJIM
621
St. Johns Investment Management
Florida
$156K – – –
LWCFA
622
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$155K -$2.53K -48 -2%
BIG
623
Bellwether Investment Group
Tennessee
$150K +$146K +2,777 New
CG
624
Cutler Group
California
$143K +$114K +2,160 +450%
ASN
625
Advisory Services Network
Georgia
$140K -$33.8K -641 -20%