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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
601
Park Avenue Securities
New York
$214K +$217K +3,963 New
BCI
602
Brinker Capital Investments
Pennsylvania
$213K +$216K +3,948 New
RIA
603
Regal Investment Advisors
Michigan
$213K +$217K +3,953 New
FHA
604
First Horizon Advisors
Tennessee
$211K -$121K -2,204 -35%
AUB
605
Atlantic Union Bankshares
Virginia
$207K
SSG
606
Summit Securities Group
New York
$207K +$211K +3,840 New
IWMPD
607
Integrated Wealth Management (Palm Desert)
California
$206K -$35.2K -642 -14%
FBC
608
Fairfield, Bush & Co
Connecticut
$205K -$26.3K -480 -11%
WA
609
Wealth Architects
California
$205K
FCM
610
Forester Capital Management
Illinois
$200K
SGAM
611
Smith Group Asset Management
Texas
$200K
WA
612
WFG Advisors
Texas
$199K +$33.9K +618 +20%
CGT
613
Capital Guardian Trust
California
$198K
CFA
614
CT Financial Advisors
Pennsylvania
$190K
RWA
615
Ropes Wealth Advisors
Massachusetts
$190K
IWC
616
Integrated Wealth Counsel
California
$181K +$17.7K +323 +11%
ECM
617
Estabrook Capital Management
New York
$177K
Schroder Investment Management Group
618
Schroder Investment Management Group
United Kingdom
$168K -$11.2K -205 -6%
ASN
619
Advisory Services Network
Georgia
$163K +$23.1K +421 +16%
SJIM
620
St. Johns Investment Management
Florida
$155K
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K -$658 -12 -0.4%
WTB
622
Washington Trust Bank
Washington
$149K +$136K +2,480 +864%
CYG
623
Clean Yield Group
Vermont
$145K +$43.9K +800 +42%
PG
624
Patten Group
Tennessee
$142K +$49.8K +908 +51%
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$135K -$603 -11 -0.4%