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Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26.5K – – –
MASM
1502
MH & Associates Securities Management
California
$26.5K – – –
CIA
1503
Cape Investment Advisory
Georgia
$26.5K +$30.5K +570 New
WB
1504
Webster Bank
Connecticut
$26.5K – – –
JWA
1505
JFS Wealth Advisors
Pennsylvania
$26.4K +$2.95K +55 +11%
MCM
1506
Manchester Capital Management
Vermont
$25.5K – – –
EWM
1507
Evermay Wealth Management
Virginia
$25.4K – – –
SFS
1508
Sunrise Financial Services
Washington
$25.2K – – –
DIP
1509
DT Investment Partners
Pennsylvania
$25.2K – – –
LAS
1510
Lloyd Advisory Services
Georgia
$25.2K +$29K +541 +54,100%
SEP
1511
Signature Equity Partners
Ohio
$24.5K +$8.36K +156 +42%
APW
1512
Allied Private Wealth
Florida
$24K +$27.1K +506 New
EFMH
1513
E Fund Management (HK)
Hong Kong
$24K +$14.6K +273 +112%
EIM
1514
Essex Investment Management
Massachusetts
$23.9K – – –
BWA
1515
Basecamp Wealth Advisors
Washington
$23.5K – – –
BLC
1516
Brown, Lisle/Cummings
Rhode Island
$23.4K -$2.3K -43 -8%
WA
1517
WPG Advisers
Maryland
$23.4K – – –
TIM
1518
Thompson Investment Management
Wisconsin
$23.2K -$85.7K -1,600 -76%
FISPB
1519
Fideuram - Intesa Sanpaolo Private Banking
$23.1K – – –
CFSG
1520
Community Financial Services Group
Vermont
$22.5K +$26.8K +500 New
CWP
1521
Concord Wealth Partners
Virginia
$22.4K +$25.8K +482 New
Kayne Anderson Rudnick Investment Management
1522
Kayne Anderson Rudnick Investment Management
California
$22.4K -$8.25K -154 -24%
CAM
1523
Costello Asset Management
Pennsylvania
$22.3K -$5.36K -100 -17%
WPA
1524
West Paces Advisors
Georgia
$22.3K +$25.7K +480 New
JGIA
1525
Jackson Grant Investment Advisers
Connecticut
$22K +$8.25K +154 +48%