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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1626
Bigelow Investment Advisors
Maine
$799K
WAM
1627
Weatherly Asset Management
California
$789K +$46.5K +143 +7%
MFW
1628
Mosaic Family Wealth
Missouri
$788K -$107K -329 -12%
CCM
1629
Canal Capital Management
Virginia
$788K +$325 +1 +0%
ECA
1630
Endeavour Capital Advisors
Connecticut
$786K +$49.7K +153 +7%
PFT
1631
Providence First Trust
Arizona
$785K -$1.32M -4,067 -64%
VWM
1632
Venturi Wealth Management
Texas
$785K -$529K -1,628 -41%
TNBTD
1633
Trustmark National Bank Trust Department
Mississippi
$784K
RCG
1634
Rock Creek Group
District of Columbia
$783K +$65K +200 +9%
PL
1635
Plancorp LLC
Missouri
$778K +$43.2K +133 +6%
NDSI
1636
Newman Dignan & Sheerar Inc
Rhode Island
$773K +$4.88K +15 +0.7%
RMDI
1637
R.M. Davis Inc
Maine
$772K -$86.2K -265 -10%
TCWM
1638
Total Clarity Wealth Management
Illinois
$771K -$54K -166 -7%
CFSG
1639
Community Financial Services Group
Vermont
$767K +$284K +872 +62%
Cohen & Steers
1640
Cohen & Steers
New York
$766K
CCM
1641
Cribstone Capital Management
Maine
$765K +$115K +354 +19%
AT
1642
Arden Trust
Delaware
$763K -$44.9K -138 -6%
APWM
1643
Atlas Private Wealth Management
New York
$762K +$63.7K +196 +10%
AC
1644
Aristides Capital
Kentucky
$761K -$732K -2,250 -50%
LC
1645
Lindbrook Capital
California
$759K -$10.7K -33 -1%
LWM
1646
Lionsbridge Wealth Management
Florida
$757K +$36.4K +112 +5%
AL
1647
Aspiriant LLC
California
$756K -$74.8K -230 -9%
HL
1648
HeadInvest LLC
Maine
$755K +$218K +670 +43%
LIA
1649
LBMC Investment Advisors
Tennessee
$754K +$148K +456 +26%
BFS
1650
Baskin Financial Services
Ontario, Canada
$753K +$224K +689 +45%