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Name Holding Trade Value Shares
Change
Change in
Stake
IMOV
626
Investment Management of Virginia
Virginia
$209K
IAA
627
Independent Advisor Alliance
North Carolina
$208K -$109K -2,041 -34%
SWM
628
SVA Wealth Management
Wisconsin
$208K +$206K +3,864 New
WA
629
Wealth Architects
California
$207K
MWM
630
Mascoma Wealth Management
New Hampshire
$204K -$8.53K -160 -4%
CFMC
631
Curbstone Financial Management Corp
New Hampshire
$202K -$81K -1,520 -29%
CT
632
Coastline Trust
Rhode Island
$202K +$201K +3,764 New
WT
633
Whittier Trust
California
$200K -$13.8K -258 -7%
FCM
634
Forester Capital Management
Illinois
$200K
JWA
635
JFS Wealth Advisors
Pennsylvania
$186K -$267 -5 -0.1%
LYV
636
Live Your Vision
Pennsylvania
$186K
SFSIG
637
San Francisco Sentry Investment Group
California
$179K -$54.6K -1,024 -24%
ASN
638
Advisory Services Network
Georgia
$175K +$33.6K +631 +24%
RWA
639
Ropes Wealth Advisors
Massachusetts
$171K
PA
640
Parallel Advisors
California
$164K +$83.4K +1,564 +93%
QCG
641
Quadrant Capital Group
Ohio
$162K +$6.29K +118 +4%
WTC
642
WhitTier Trust Company
Nevada
$158K
Schroder Investment Management Group
643
Schroder Investment Management Group
United Kingdom
$156K
SJIM
644
St. Johns Investment Management
Florida
$155K
FHA
645
First Horizon Advisors
Tennessee
$146K +$23K +431 +17%
NSB
646
Norway Savings Bank
Maine
$141K
AP
647
Advisors Preferred
Maryland
$140K -$3.57K -67 -3%
FC
648
Ferris Capital
Massachusetts
$140K +$139K +2,600 New
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137K +$2.72K +51 +2%
BEAM
650
Baker Ellis Asset Management
Washington
$136K