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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$3.54K -309 -13%
MMG
627
Monetary Management Group
Missouri
$23K
OC
628
Oakworth Capital
Alabama
$23K
TFS
629
TrustCore Financial Services
Tennessee
$23K
VFIC
630
Valley Forge Investment Consultants
Pennsylvania
$23K +$22.9K +2,000 New
QCG
631
Quadrant Capital Group
Ohio
$22K -$15.3K -1,335 -41%
SA
632
SRH Advisors
Kansas
$22K
TF
633
TimeScale Financial
Massachusetts
$21K +$309 +27 +1%
IAS
634
IMA Advisory Services
Colorado
$20K
NSIM
635
North Star Investment Management
Illinois
$20K
HCP
636
Hexagon Capital Partners
Arkansas
$19K -$1.94K -169 -9%
SCM
637
Silvant Capital Management
Georgia
$19K
ACM
638
Aquatic Capital Management
Illinois
$19K +$9.16K +800 +89%
SWM
639
Selective Wealth Management
Virginia
$19K +$19.5K +1,700 +28,333%
RTC
640
Riverview Trust Company
Washington
$18K +$18.1K +1,578 New
WWM
641
Wolff Wiese Magana
California
$17K +$17.2K +1,500 New
EI
642
Ellevest Inc
New York
$16K -$5.47K -478 -25%
COCM
643
Charter Oak Capital Management
New Hampshire
$16K +$2.29K +200 +16%
ST
644
Smithfield Trust
Pennsylvania
$15K
HFM
645
Harvest Fund Management
China
$14K
Loomis, Sayles & Company
646
Loomis, Sayles & Company
Massachusetts
$13K -$1.49M -130,071 -99%
CB
647
Community Bank
New York
$13K
GTAM
648
Global Trust Asset Management
Florida
$13K
FPS
649
Fieldpoint Private Securities
Connecticut
$13K +$12.6K +1,100 +3,667%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$12K -$17.1K -1,493 -60%