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Name Holding Trade Value Shares
Change
Change in
Stake
MC
601
Miles Capital
Iowa
$218K +$222K +4,043 New
IMOV
602
Investment Management of Virginia
Virginia
$216K +$219K +4,000 New
KJHP
603
K.J. Harrison & Partners
Ontario, Canada
$216K +$219K +4,000 New
PAS
604
Park Avenue Securities
New York
$214K +$217K +3,963 New
BCI
605
Brinker Capital Investments
Pennsylvania
$213K +$216K +3,948 New
RIA
606
Regal Investment Advisors
Michigan
$213K +$217K +3,953 New
FHA
607
First Horizon Advisors
Tennessee
$211K -$121K -2,204 -35%
AUB
608
Atlantic Union Bankshares
Virginia
$207K – – –
SSG
609
Summit Securities Group
New York
$207K +$211K +3,840 New
IWMPD
610
Integrated Wealth Management (Palm Desert)
California
$206K -$35.2K -642 -14%
FBC
611
Fairfield, Bush & Co
Connecticut
$205K -$26.3K -480 -11%
WA
612
Wealth Architects
California
$205K – – –
FCM
613
Forester Capital Management
Illinois
$200K – – –
SGAM
614
Smith Group Asset Management
Texas
$200K – – –
WA
615
WFG Advisors
Texas
$199K +$33.9K +618 +20%
CGT
616
Capital Guardian Trust
California
$198K – – –
CFA
617
CT Financial Advisors
Pennsylvania
$190K – – –
RWA
618
Ropes Wealth Advisors
Massachusetts
$190K – – –
IWC
619
Integrated Wealth Counsel
California
$181K +$17.7K +323 +11%
ECM
620
Estabrook Capital Management
New York
$177K – – –
Schroder Investment Management Group
621
Schroder Investment Management Group
United Kingdom
$168K -$11.2K -205 -6%
ASN
622
Advisory Services Network
Georgia
$163K +$23.1K +421 +16%
SJIM
623
St. Johns Investment Management
Florida
$155K – – –
LWCFA
624
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$153K -$658 -12 -0.4%
WTB
625
Washington Trust Bank
Washington
$149K +$136K +2,480 +864%