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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
626
Boston Research & Management
Massachusetts
$214K – – –
AHB
627
Abner Herrman & Brock
New Jersey
$213K -$8.16K -100 -4%
SWA
628
Sutton Wealth Advisors
Florida
$213K – – –
UR
629
USCA RIA
Texas
$212K -$3.7M -45,340 -95%
PNC
630
Park National Corp
Ohio
$212K -$5.39K -66 -2%
DC
631
DeDora Capital
California
$212K +$211K +2,582 New
JFL
632
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K +$210K +2,575 New
BAS
633
Brown Advisory Securities
Maryland
$209K – – –
WA
634
Waverly Advisors
Alabama
$209K – – –
LIC
635
Lodestar Investment Counsel
Illinois
$207K -$16.1K -197 -7%
RWA
636
Ropes Wealth Advisors
Massachusetts
$205K – – –
MPI
637
Mairs & Power Inc
Minnesota
$202K – – –
BDWM
638
Brewin Dolphin Wealth Management
Ireland
$202K – – –
WCM
639
Wallace Capital Management
Texas
$200K – – –
SFSIG
640
San Francisco Sentry Investment Group
California
$198K – – –
WTC
641
WhitTier Trust Company
Nevada
$197K – – –
EDRH
642
Edmond de Rothschild Holding
Switzerland
$194K -$9.63K -118 -5%
GWS
643
Glassman Wealth Services
Virginia
$192K – – –
AF
644
Advisornet Financial
Minnesota
$188K +$8.33K +102 +5%
PCG
645
Private Capital Group
Connecticut
$185K -$16.7K -205 -8%
MSFP
646
Mark Sheptoff Financial Planning
Connecticut
$172K – – –
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$158K -$5.06K -62 -3%
WAP
648
Wealthcare Advisory Partners
Pennsylvania
$157K – – –
CFG
649
CKW Financial Group
Hawaii
$156K – – –
OFS
650
Orrstown Financial Services
Pennsylvania
$154K -$22.4K -275 -13%