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Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Sawyer & Company
Massachusetts
$57K
PW
702
Price Wealth
Texas
$54K
OPS
703
Orion Portfolio Solutions
Nebraska
$52K -$18.5K -360 -26%
CB
704
Community Bank
New York
$52K +$52.3K +1,020 New
SIM
705
Sonora Investment Management
Arizona
$51K +$11.7K +228 +29%
TL
706
TrueWealth LLC
Georgia
$49K
SJIM
707
St. Johns Investment Management
Florida
$47K
CLOS
708
Compagnie Lombard Odier SCmA
Switzerland
$45K -$185K -3,600 -80%
ATC
709
Adirondack Trust Company
New York
$45K
HWA
710
HHM Wealth Advisors
Tennessee
$45K
MCM
711
Manchester Capital Management
Vermont
$45K
Nisa Investment Advisors
712
Nisa Investment Advisors
Missouri
$45K
PGAM
713
Princeton Global Asset Management
New Jersey
$45K +$32.8K +640 +254%
OC
714
Oakworth Capital
Alabama
$44K +$7.54K +147 +21%
HIA
715
Harbor Investment Advisory
Maryland
$43K
WAS
716
Winch Advisory Services
Wisconsin
$43K +$4.62K +90 +12%
JFGIW
717
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K
HI
718
Hoey Investments
Pennsylvania
$41K
KC
719
Knuff & Co
California
$41K
RIM
720
Rockbridge Investment Management
New York
$41K +$41K +800 New
GCM
721
Gables Capital Management
Florida
$40K
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K
GI
723
Gradient Investments
Minnesota
$39K +$308 +6 +0.8%
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$4.72K +92 +14%
FCB
725
First Command Bank
Texas
$39K +$11K +215 +38%