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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
151
Laird Norton Wetherby Wealth Management
California
$794K +$95.1K +1,648 +15%
SS
152
Simplicity Solutions
Minnesota
$791K +$250K +4,329 +50%
BG
153
Bollard Group
Massachusetts
$779K +$4.91K +85 +0.7%
CG
154
Caprock Group
Idaho
$760K +$508K +8,806 +244%
CS
155
Credential Securities
$743K -$9.29K -161 -1%
NA
156
Neuburgh Advisers
California
$735K
SWM
157
SVA Wealth Management
Wisconsin
$724K -$38.3K -663 -5%
SG
158
StoneX Group
New York
$717K -$7.62K -132 -1%
TCOV
159
Trust Company of Vermont
Vermont
$710K +$8.95K +155 +1%
GT
160
Glenmede Trust
Pennsylvania
$700K +$122K +2,114 +23%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$671K -$2.08K -36 -0.3%
CFMC
162
Curbstone Financial Management Corp
New Hampshire
$668K -$2.94K -51 -0.5%
CIC
163
Carnegie Investment Counsel
Ohio
$644K +$3K +52 +0.5%
BCM
164
Buckhead Capital Management
Georgia
$617K +$180K +3,115 +45%
IA
165
IFP Advisors
Florida
$611K -$66.7K -1,156 -10%
IPC
166
Independent Portfolio Consultants
Florida
$608K -$50.6K -876 -8%
AT
167
Argent Trust
Texas
$595K +$66K +1,143 +13%
WIS
168
Wright Investors Service
Connecticut
$584K -$273K -4,737 -33%
Brown Advisory
169
Brown Advisory
Maryland
$564K +$63.5K +1,100 +14%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$553K +$1.16K +20 +0.2%
Wolverine Trading
171
Wolverine Trading
Illinois
$539K +$514K +8,899 New
MCIM
172
Meadow Creek Investment Management
Georgia
$534K
HAG
173
HighPoint Advisor Group
Illinois
$529K -$808 -14 -0.2%
BA
174
Boston Advisors
Massachusetts
$528K -$15K -259 -3%
MHS
175
M Holdings Securities
Oregon
$525K +$495K +8,569 New