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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1176
Robertson Stephens Wealth Management
California
$959K -$16.5K -594 -2%
AA
1177
Auxano Advisors
Washington
$957K +$101K +3,623 +11%
NIM
1178
Northeast Investment Management
Massachusetts
$953K -$176K -6,334 -15%
FWM
1179
Forza Wealth Management
Florida
$953K +$1M +36,056 New
GIA
1180
Gladstone Institutional Advisory
Florida
$952K +$248K +8,913 +33%
PA
1181
PFG Advisors
Arizona
$951K +$253K +9,127 +34%
CIC
1182
Carnegie Investment Counsel
Ohio
$950K -$79.6K -2,865 -7%
AT
1183
Arden Trust
Delaware
$950K -$490K -17,645 -33%
DWA
1184
Douglass Winthrop Advisors
New York
$950K -$66.4K -2,389 -6%
RP
1185
Riverbridge Partners
Minnesota
$949K -$16.6K -597 -2%
WT
1186
Washington Trust
Rhode Island
$948K -$56.8K -2,044 -5%
DBT
1187
Dubuque Bank & Trust
Iowa
$947K -$1.26M -45,417 -56%
IBOK
1188
Independence Bank of Kentucky
Kentucky
$946K +$72.8K +2,620 +8%
EWS
1189
Evergreen Wealth Solutions
Pennsylvania
$946K +$153K +5,520 +18%
FPB
1190
First PREMIER Bank
South Dakota
$943K +$38.1K +1,372 +4%
CCFCSB
1191
Cape Cod Five Cents Savings Bank
Massachusetts
$943K -$529K -19,047 -35%
FPAS
1192
Focus Partners Advisor Solutions
Missouri
$942K -$81K -2,916 -8%
MMG
1193
Monetary Management Group
Missouri
$941K -$37.5K -1,350 -4%
UCB
1194
United Community Bank
South Carolina
$940K +$13.1K +473 +1%
WWM
1195
Western Wealth Management
Colorado
$939K -$232K -8,370 -19%
AF
1196
Arrow Financial
New York
$937K -$357K -12,842 -27%
DBRC
1197
D.B. Root & Company
Pennsylvania
$934K +$328K +11,804 +50%
AG
1198
Ascent Group
Virginia
$933K -$398K -14,343 -29%
SWK
1199
Stephen W. Kidder
$928K +$603K +21,700 +162%
FANJ
1200
Financial Architects (New Jersey)
New Jersey
$928K -$12.7K -456 -1%