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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
651
Clean Yield Group
Vermont
$145K +$140K +2,760 New
LWCFA
652
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$140K -$9.89K -195 -7%
NSB
653
Norway Savings Bank
Maine
$138K -$14.2K -280 -10%
ASN
654
Advisory Services Network
Georgia
$137K +$132K +2,607 New
BEAM
655
Baker Ellis Asset Management
Washington
$133K -$8.83K -174 -6%
ECM
656
Estabrook Capital Management
New York
$131K -$40.6K -800 -24%
KTC
657
Kistler-Tiffany Companies
Pennsylvania
$131K
MRCM
658
M&R Capital Management
New Jersey
$130K
FHA
659
First Horizon Advisors
Tennessee
$129K -$75.5K -1,488 -37%
WHG
660
Westwood Holdings Group
Texas
$124K +$16.2K +320 +16%
HT
661
Heritage Trust
Oklahoma
$123K +$118K +2,328 New
DSC
662
Duncker Streett & Co
Missouri
$122K +$254 +5 +0.2%
PCP
663
Proficio Capital Partners
Massachusetts
$122K +$80.8K +1,592 +233%
IIC
664
Integrated Investment Consultants
Michigan
$117K
CCM
665
Cribstone Capital Management
Maine
$105K
AWM
666
Avior Wealth Management
Nebraska
$105K +$95.7K +1,887 +1,747%
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$102K +$30.5K +602 +45%
ARMT
668
Amica Retiree Medical Trust
Rhode Island
$101K
ST
669
Smithfield Trust
Pennsylvania
$100K -$1.57K -31 -2%
RBC
670
Roble Belko & Company
Pennsylvania
$97K
SFG
671
SevenBridge Financial Group
Pennsylvania
$96K -$32.5K -640 -26%
BIMC
672
Benson Investment Management Company
Virginia
$87K
AIS
673
Accurate Investment Solutions
Pennsylvania
$87K +$4.06K +80 +5%
PA
674
Parallel Advisors
California
$86K +$37K +729 +77%
EWM
675
Edge Wealth Management
New York
$85K