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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1151
Gitterman Wealth Management
New Jersey
$705K +$717K +13,520 New
MGIM
1152
M&G Investment Management
United Kingdom
$699K -$1.26M -23,780 -64%
SIC
1153
SFE Investment Counsel
California
$699K – – –
TCOV
1154
Trust Company of Vermont
Vermont
$695K -$11.1K -210 -2%
HWM
1155
Hemington Wealth Management
Virginia
$691K -$26K -490 -4%
VCA
1156
Verdence Capital Advisors
Maryland
$686K +$106K +2,000 +18%
4WM
1157
4J Wealth Management
Virginia
$685K +$19.1K +360 +3%
GSWM
1158
Golden State Wealth Management
California
$684K +$104K +1,970 +18%
WA
1159
WBH Advisory
Maryland
$681K -$194K -3,650 -22%
CT
1160
Columbia Trust
Oregon
$677K +$9.55K +180 +1%
WP
1161
WealthSource Partners
California
$675K +$96K +1,810 +16%
TSW
1162
Thompson Siegel & Walmsley
Virginia
$674K +$536K +10,110 +360%
RCM
1163
RB Capital Management
Nevada
$669K +$16.4K +310 +2%
C
1164
Certuity
Florida
$669K +$203K +3,830 +43%
CAG
1165
Crestwood Advisors Group
Massachusetts
$666K -$17.5K -330 -3%
HAIM
1166
Hunter Associates Investment Management
Pennsylvania
$666K – – –
FFA
1167
Fragasso Financial Advisors
Pennsylvania
$665K – – –
WCA
1168
Westover Capital Advisors
Delaware
$664K -$73.7K -1,390 -10%
KFC
1169
Klingenstein Fields & Co
New York
$663K +$5.3K +100 +0.8%
KLCM
1170
KG&L Capital Management
Louisiana
$662K -$240K -4,520 -26%
MFW
1171
Meristem Family Wealth
Minnesota
$662K +$55.2K +1,040 +9%
CW
1172
CreativeOne Wealth
Kansas
$656K +$163K +3,080 +32%
MPI
1173
Mairs & Power Inc
Minnesota
$655K – – –
RWM
1174
Ritholtz Wealth Management
New York
$655K +$118K +2,220 +21%
FNBOH
1175
First National Bank of Hutchinson
Kansas
$654K +$92.8K +1,750 +16%
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