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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
601
Clear Perspective Advisors
Illinois
$189K -$28.9K -570 -13%
WT
602
Whittier Trust
California
$188K – – –
LYV
603
Live Your Vision
Pennsylvania
$186K – – –
JWA
604
JFS Wealth Advisors
Pennsylvania
$175K – – –
QCG
605
Quadrant Capital Group
Ohio
$171K +$8.17K +161 +5%
ASN
606
Advisory Services Network
Georgia
$167K +$2.23K +44 +1%
PA
607
Parallel Advisors
California
$166K +$27.8K +548 +17%
WTC
608
WhitTier Trust Company
Nevada
$155K +$5.43K +107 +4%
FHA
609
First Horizon Advisors
Tennessee
$152K -$203 -4 -0.1%
SJIM
610
St. Johns Investment Management
Florida
$146K – – –
Schroder Investment Management Group
611
Schroder Investment Management Group
United Kingdom
$145K – – –
WTB
612
Washington Trust Bank
Washington
$145K +$130K +2,560 +892%
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$143K +$136K +2,681 +1,986%
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$131K +$4.11K +81 +3%
BEAM
615
Baker Ellis Asset Management
Washington
$128K – – –
ECM
616
Estabrook Capital Management
New York
$126K – – –
NSB
617
Norway Savings Bank
Maine
$125K -$8.12K -160 -6%
DSC
618
Duncker Streett & Co
Missouri
$118K +$203 +4 +0.2%
SFG
619
SevenBridge Financial Group
Pennsylvania
$115K – – –
IIC
620
Integrated Investment Consultants
Michigan
$112K – – –
WHG
621
Westwood Holdings Group
Texas
$110K -$2.23K -44 -2%
RWA
622
Ropes Wealth Advisors
Massachusetts
$105K -$55.8K -1,100 -35%
MRCM
623
M&R Capital Management
New Jersey
$105K – – –
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$103K +$29.1K +574 +40%
ARMT
625
Amica Retiree Medical Trust
Rhode Island
$97K – – –