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Name Holding Trade Value Shares
Change
Change in
Stake
BCCM
701
Bridge Creek Capital Management
Massachusetts
$745K -$11.8K -325 -2%
TSWM
702
Triangle Securities Wealth Management
North Carolina
$741K +$181 +5 +0%
ECM
703
Estabrook Capital Management
New York
$736K +$3.01K +83 +0.4%
SPC
704
Sigma Planning Corp
Michigan
$729K +$77.5K +2,138 +12%
PG
705
Pendal Group
Australia
$728K -$274K -7,565 -27%
TSW
706
Thompson Siegel & Walmsley
Virginia
$728K
CG
707
Caprock Group
Idaho
$720K +$39.3K +1,083 +6%
TCM
708
Triumph Capital Management
Colorado
$718K +$726K +20,011 New
WTA
709
Washington Trust Advisors
Massachusetts
$709K +$83.4K +2,301 +13%
DY
710
Dowling & Yahnke
California
$708K +$9.28K +256 +1%
EBT
711
Enterprise Bank & Trust
Massachusetts
$708K +$715K +19,727 New
HT
712
HighTower Trust
Texas
$707K +$69.2K +1,909 +11%
MHIC
713
Marble Harbor Investment Counsel
Massachusetts
$704K -$56.2K -1,550 -7%
RFN
714
RDA Financial Network
Iowa
$703K +$79.1K +2,181 +13%
DG
715
DMC Group
Alabama
$700K -$38.8K -1,070 -6%
MPI
716
Mairs & Power Inc
Minnesota
$700K +$707K +19,500 New
ADL
717
Asset Dedication LLC
California
$698K +$707K +19,490 New
SWP
718
Stratos Wealth Partners
Ohio
$690K +$56.3K +1,552 +9%
SIP
719
Scott Investment Partners
United Kingdom
$689K -$3.7M -102,000 -84%
CAM
720
Cresset Asset Management
Illinois
$688K -$44K -1,213 -6%
BBHC
721
Brown Brothers Harriman & Co
New York
$688K +$16.3K +450 +2%
FHA
722
First Horizon Advisors
Tennessee
$686K -$58.7K -1,620 -8%
BFA
723
Buttonwood Financial Advisors
Maryland
$686K -$2.25K -62 -0.4%
TI
724
Tidal Investments
Wisconsin
$685K +$15.7K +434 +2%
CWA
725
Consilium Wealth Advisory
Texas
$680K -$163K -4,490 -19%