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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M +$242K +3,153 +15%
FNBT
902
FineMark National Bank & Trust
Florida
$1.91M -$10.3K -134 -0.6%
EB
903
Eastern Bank
Massachusetts
$1.89M +$123K +1,610 +7%
CDH
904
Charles D. Hyman
$1.89M – – –
WCM
905
Washington Capital Management
Washington
$1.88M -$245K -3,200 -12%
CFMC
906
Curbstone Financial Management Corp
New Hampshire
$1.87M -$34.5K -450 -2%
PRA
907
Parametric Risk Advisors
Connecticut
$1.86M +$160K +2,090 +10%
TWA
908
Tillar-Wenstrup Advisors
Ohio
$1.86M +$25.3K +330 +1%
CBB
909
Citizens Business Bank
California
$1.86M +$12.6K +165 +0.7%
CD
910
Carl Domino
Florida
$1.86M -$37.2K -485 -2%
GW
911
GW & Wade
Massachusetts
$1.85M +$1.8M +23,447 New
CCG
912
Cypress Capital Group
Florida
$1.85M +$5.52K +72 +0.3%
RWA
913
Ropes Wealth Advisors
Massachusetts
$1.84M +$209K +2,722 +13%
LNWWM
914
Laird Norton Wetherby Wealth Management
California
$1.84M +$174K +2,275 +11%
AF
915
Arrow Financial
New York
$1.84M +$800K +10,433 +82%
LW
916
Linscomb Wealth
Texas
$1.83M +$27.3K +356 +2%
PHIMC
917
Private Harbour Investment Management & Counsel
Ohio
$1.83M -$90.1K -1,175 -5%
SAM
918
Symphony Asset Management
California
$1.82M -$169K -2,202 -9%
UR
919
USCA RIA
Texas
$1.82M +$55.5K +724 +3%
QCM
920
Quadrant Capital Management
New Jersey
$1.81M +$13.8K +180 +0.8%
IA
921
IFP Advisors
Florida
$1.8M +$1.54M +20,084 +735%
RCA
922
Rowland Carmichael Advisors
Arizona
$1.79M +$1.51M +19,638 +664%
TCM
923
Telos Capital Management
California
$1.77M +$85.9K +1,121 +5%
PWAP
924
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.77M -$193K -2,524 -10%
PGIM
925
Pacific Global Investment Management
California
$1.77M -$13.9K -181 -0.8%