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Name Holding Trade Value Shares
Change
Change in
Stake
TH
676
TCTC Holdings
Texas
$84K +$84.3K +1,644 New
DSC
677
Duncker Streett & Co
Missouri
$83K -$25.4K -496 -23%
MHR
678
Matthew Hamilton Rosenberg
$83K +$5.03K +98 +6%
BWL
679
Bogart Wealth LLC
Virginia
$82K – – –
CCM
680
Covington Capital Management
California
$82K +$6.16K +120 +8%
EWM
681
Edge Wealth Management
New York
$78K -$821K -16,000 -91%
WTC
682
WhitTier Trust Company
Nevada
$78K -$5.39K -105 -6%
TF
683
Tompkins Financial
New York
$78K -$4.1K -80 -5%
SFPG
684
Stonebridge Financial Planning Group
Florida
$78K – – –
LC
685
Lindbrook Capital
California
$75K -$29.7K -579 -28%
CIM
686
Contravisory Investment Management
Massachusetts
$74K -$1.44K -28 -2%
CT
687
Caldwell Trust
Florida
$73.4K – – –
CDIA
688
Capital Directions Investment Advisors
Georgia
$69K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$68K -$11.1K -216 -14%
TPWA
690
TRUE Private Wealth Advisors
Oregon
$68K +$10.3K +200 +18%
FMII
691
Farmers & Merchants Investments Inc
Nebraska
$67K -$8.21K -160 -11%
AWM
692
Atticus Wealth Management
Florida
$64K – – –
VNA
693
Valley National Advisers
Pennsylvania
$64K – – –
CYG
694
Clean Yield Group
Vermont
$63K – – –
WT
695
Washington Trust
Rhode Island
$62K +$6.31K +123 +11%
PFO
696
Pathstone Family Office
New Jersey
$61K -$7.7K -150 -11%
BWM
697
BerganKDV Wealth Management
Minnesota
$61K -$2.1K -41 -3%
BAM
698
Bellevue Asset Management
Washington
$61K – – –
THWM
699
Taylor Hoffman Wealth Management
Virginia
$61K +$61.6K +1,200 New
Credit Agricole
700
Credit Agricole
France
$57K – – –