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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Colony Group
Massachusetts
$621K -$14.5K -72 -2%
RWA
652
Ropes Wealth Advisors
Massachusetts
$620K -$1.18M -5,859 -67%
ADL
653
Asset Dedication LLC
California
$617K +$177K +878 +43%
OL
654
Optas LLC
Texas
$614K +$582K +2,890 New
ECM
655
Exchange Capital Management
Michigan
$613K +$202 +1 +0%
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$609K +$120K +596 +26%
MMPW
657
Mitchell McLeod Pugh & Williams
Alabama
$607K – – –
DT
658
Diversified Trust
Tennessee
$607K +$84.6K +420 +17%
CCA
659
Conestoga Capital Advisors
Pennsylvania
$599K – – –
CCA
660
Checchi Capital Advisers
California
$596K -$31.2K -155 -5%
NNP
661
Nachman Norwood & Parrott
South Carolina
$594K – – –
FCI
662
Financial Counselors Inc
Kansas
$586K +$8.06K +40 +1%
NL
663
NWAM LLC
Washington
$585K -$10.1K -50 -2%
HIIFS
664
Harel Insurance Investments & Financial Services
Israel
$582K +$551K +2,732 New
BAC
665
Boys Arnold & Co
North Carolina
$575K +$10.1K +50 +2%
BFEC
666
Benjamin F. Edwards & Company
Missouri
$573K -$2.02K -10 -0.4%
CAG
667
Csenge Advisory Group
Florida
$572K +$8.87K +44 +2%
HCA
668
Harbour Capital Advisors
Virginia
$569K – – –
PA
669
Pinnacle Associates
New York
$563K -$58.4K -290 -10%
OBGC
670
O'Brien Greene & Co
Pennsylvania
$559K -$302K -1,500 -36%
EBT
671
Enterprise Bank & Trust
Massachusetts
$554K – – –
EWM
672
Evercore Wealth Management
New York
$553K +$110K +544 +26%
KFA
673
Krane Funds Advisors
New York
$552K -$39.7K -197 -7%
PIM
674
Penobscot Investment Management
Massachusetts
$551K -$8.06K -40 -2%
JCM
675
Jacobi Capital Management
Pennsylvania
$549K -$9.07K -45 -2%
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