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Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
626
Dixon Hubard Feinour & Brown
Virginia
$212K +$204K +4,024 New
BC
627
Bartlett & Co
Ohio
$211K
BSW
628
Buckingham Strategic Wealth
Missouri
$211K +$203K +3,998 New
AT
629
Arden Trust
Delaware
$209K -$34.4K -678 -15%
WT
630
Whittier Trust
California
$209K +$78.6K +1,549 +64%
MWM
631
Mascoma Wealth Management
New Hampshire
$208K -$5.28K -104 -3%
IWMPD
632
Integrated Wealth Management (Palm Desert)
California
$208K +$201K +3,953 New
BPC
633
Banque Pictet & Cie
Switzerland
$208K +$406K +8,000 New
IMOV
634
Investment Management of Virginia
Virginia
$204K +$197K +3,880 New
WA
635
Wealth Architects
California
$203K +$195K +3,853 New
HB
636
Homrich & Berg
Georgia
$202K +$195K +3,839 New
Mackenzie Financial
637
Mackenzie Financial
Ontario, Canada
$202K +$195K +3,840 New
Chevy Chase Trust
638
Chevy Chase Trust
Maryland
$201K -$19K -375 -9%
HF
639
HRT Financial
New York
$200K +$193K +3,806 New
GLA
640
Good Life Advisors
Pennsylvania
$200K +$194K +3,823 New
FCM
641
Forester Capital Management
Illinois
$195K
LYV
642
Live Your Vision
Pennsylvania
$193K -$69K -1,360 -27%
NIT
643
NumerixS Investment Technologies
British Columbia, Canada
$186K -$1.42M -27,920 -89%
SGAM
644
Smith Group Asset Management
Texas
$183K -$8.12K -160 -4%
QCG
645
Quadrant Capital Group
Ohio
$170K +$95.7K +1,887 +128%
RWA
646
Ropes Wealth Advisors
Massachusetts
$167K -$17.5K -345 -10%
JWA
647
JFS Wealth Advisors
Pennsylvania
$167K
WTC
648
WhitTier Trust Company
Nevada
$155K -$52.8K -1,040 -26%
Schroder Investment Management Group
649
Schroder Investment Management Group
United Kingdom
$153K
SJIM
650
St. Johns Investment Management
Florida
$152K