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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
751
Wedmont Private Capital
Pennsylvania
$255K -$4.55K -17 -2%
BWFA
752
Baltimore-Washington Financial Advisors
Maryland
$254K +$19.3K +72 +9%
JHCP
753
Jackson Hole Capital Partners
Oklahoma
$251K – – –
DAS
754
Dynamic Advisor Solutions
Arizona
$250K +$14.2K +53 +6%
CYG
755
Clean Yield Group
Vermont
$247K – – –
BFO
756
Boston Family Office
Massachusetts
$244K – – –
LJHT
757
Laurie J. Hall Trustee
$241K – – –
CTC
758
Central Trust Company
Missouri
$240K -$21.4K -80 -9%
JPWM
759
Jamison Private Wealth Management
Georgia
$237K – – –
SWM
760
Stockman Wealth Management
Montana
$237K – – –
CI
761
Cigna Investments
Connecticut
$236K – – –
AO
762
Advisor OS
Illinois
$236K +$11.3K +42 +5%
ICP
763
Impact Capital Partners
Colorado
$234K -$125K -467 -36%
HSA
764
HBK Sorce Advisory
Pennsylvania
$234K -$13.4K -50 -6%
ST
765
Somerset Trust
Pennsylvania
$233K +$2.68K +10 +1%
FHWM
766
Fox Hill Wealth Management
Massachusetts
$231K +$2.95K +11 +1%
BFA
767
Beaumont Financial Advisors
Massachusetts
$229K -$268 -1 -0.1%
WAG
768
Winthrop Advisory Group
Massachusetts
$228K +$213K +795 New
P
769
Pitcairn
Pennsylvania
$228K -$67K -250 -24%
BJL
770
Brighton Jones LLC
Washington
$228K +$212K +793 New
EWM
771
Evercore Wealth Management
New York
$225K – – –
AFP
772
Alpha Financial Partners
Kentucky
$223K +$3.48K +13 +2%
FSA
773
Franklin Street Advisors
North Carolina
$223K – – –
ACM
774
Argyle Capital Management
Pennsylvania
$223K – – –
BBA
775
BLB&B Advisors
Pennsylvania
$221K – – –