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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Baystate Wealth Management
Massachusetts
$9K +$87 +6 +1%
HWM
652
HighMark Wealth Management
Minnesota
$9K +$2.02K +139 +33%
AFG
653
Albion Financial Group
Utah
$9K +$7.65K +525 New
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
IAIM
655
International Assets Investment Management
Florida
$8K +$7.47K +513 New
RMC
656
Resources Management Corp
Connecticut
$7K -$7.28K -500 -56%
RAM
657
Riggs Asset Management
Pennsylvania
$7K -$1.79K -123 -22%
LAS
658
Lloyd Advisory Services
Georgia
$7K -$1.46K -100 -20%
PB
659
Pinnacle Bancorp
Nebraska
$7K – – –
WPA
660
West Paces Advisors
Georgia
$6.73K – – –
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$6.7K -460 -56%
WT
662
Whittier Trust
California
$6K -$554 -38 -10%
CCM
663
Covington Capital Management
California
$6K – – –
EW
664
Evoke Wealth
California
$6K – – –
RPWA
665
Regent Peak Wealth Advisors
Georgia
$6K +$5.03K +345 New
APWA
666
Atlas Private Wealth Advisors
New Jersey
$5K – – –
LB
667
Legacy Bridge
Iowa
$5K – – –
FFG
668
Fortem Financial Group
California
$5K +$4.25K +292 New
GAM
669
Gemmer Asset Management
California
$5K +$4.37K +300 New
CAL
670
Capital Analysts LLC
Pennsylvania
$4K – – –
CLOS
671
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
IBOK
672
Independence Bank of Kentucky
Kentucky
$4K – – –
JCM
673
Jacobi Capital Management
Pennsylvania
$4K – – –
FHA
674
First Horizon Advisors
Tennessee
$4K +$2.78K +191 +289%
DSC
675
Duncker Streett & Co
Missouri
$3K – – –