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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
226
HM Payson & Co
Maine
$15K – – –
MAM
227
Meeder Asset Management
Ohio
$14K – – –
WT
228
Washington Trust
Rhode Island
$13K -$1.04K -36 -7%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$12K -$12.4K -430 -49%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$12K -$6.86K -238 -35%
FMP
231
Financial Management Professionals
Texas
$11K +$9.97K +346 +468%
PTC
232
Private Trust Company
Ohio
$11K +$11.8K +409 New
JWA
233
JFS Wealth Advisors
Pennsylvania
$9K -$4.15K -144 -31%
BMD
234
Better Money Decisions
New Mexico
$9K +$9.74K +338 New
HFS
235
Heritage Financial Services
Massachusetts
$9K +$10K +348 New
RWM
236
Raffa Wealth Management
District of Columbia
$8.54K -$2.45K -85 -21%
LWP
237
Lumature Wealth Partners
Georgia
$8K -$65.2K -2,264 -88%
KFP
238
KB Financial Partners
New Jersey
$8K – – –
BIA
239
Bell Investment Advisors
California
$8K +$8.64K +300 New
BWM
240
BerganKDV Wealth Management
Minnesota
$7K – – –
PMFA
241
Plante Moran Financial Advisors
Michigan
$7K – – –
SWM
242
Sugarloaf Wealth Management
Georgia
$7K – – –
ZIG
243
Zullo Investment Group
Pennsylvania
$7K – – –
AF
244
Allworth Financial
California
$7K +$7.55K +262 New
First Manhattan
245
First Manhattan
New York
$6K – – –
SC
246
Schubert & Co
Texas
$6K +$6.25K +217 New
CWM
247
Castle Wealth Management
Florida
$6K +$6.88K +239 New
RIM
248
Rockbridge Investment Management
New York
$5.66K – – –
AWM
249
Atticus Wealth Management
Florida
$5K – – –
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$5K – – –