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Name Holding Trade Value Shares
Change
Change in
Stake
BWL
626
Bogart Wealth LLC
Virginia
$134K -$7.08K -141 -5%
CYG
627
Clean Yield Group
Vermont
$134K
RWA
628
Ropes Wealth Advisors
Massachusetts
$134K
PA
629
Parallel Advisors
California
$131K -$27.4K -546 -17%
SFG
630
SevenBridge Financial Group
Pennsylvania
$130K +$26.5K +528 +26%
WHG
631
Westwood Holdings Group
Texas
$125K +$125K +2,497 New
TC
632
Truvestments Capital
Florida
$124K -$36.6K -729 -23%
BEAM
633
Baker Ellis Asset Management
Washington
$120K
FNBOSM
634
First National Bank of South Miami
Florida
$117K -$46.1K -918 -29%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$117K
BC
636
Bartlett & Co
Ohio
$116K
CAC
637
Certified Advisory Corp
Florida
$115K -$16K -319 -12%
OIA
638
Optimum Investment Advisors
Illinois
$110K +$151 +3 +0.1%
ECM
639
Estabrook Capital Management
New York
$108K
CFG
640
CKW Financial Group
Hawaii
$108K
DSC
641
Duncker Streett & Co
Missouri
$106K +$351 +7 +0.3%
JCM
642
Jacobi Capital Management
Pennsylvania
$105K +$10.3K +206 +11%
RE
643
RBC Europe
United Kingdom
$102K
KTC
644
Kistler-Tiffany Companies
Pennsylvania
$102K
VCM
645
Vigilant Capital Management
Maine
$100K -$481K -9,578 -83%
LWM
646
Liberty Wealth Management
California
$98K +$1.3K +26 +1%
ARMT
647
Amica Retiree Medical Trust
Rhode Island
$96K
DWM
648
Doyle Wealth Management
Florida
$96K +$96.3K +1,920 New
JWA
649
JFS Wealth Advisors
Pennsylvania
$92K
WT
650
Whittier Trust
California
$89K -$80.3K -1,600 -47%