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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1051
Simplicity Solutions
Minnesota
$203K -$966K -13,347 -83%
ST
1052
Smithfield Trust
Pennsylvania
$203K -$4.05K -56 -2%
RMDI
1053
R.M. Davis Inc
Maine
$202K +$202K +2,795 New
NFP
1054
Narus Financial Partners
Utah
$202K +$203K +2,800 New
SNT
1055
Security National Trust
West Virginia
$201K -$36.4K -503 -15%
GT
1056
Greenleaf Trust
Michigan
$201K +$201K +2,779 New
WA
1057
Wealth Architects
California
$200K +$201K +2,775 New
AMM
1058
American Money Management
California
$195K +$195K +2,695 New
WTB
1059
Washington Trust Bank
Washington
$190K -$92.1K -1,272 -33%
FPFS
1060
First Personal Financial Services
North Carolina
$190K
RP
1061
Rowlandmiller & Partners
Georgia
$188K +$72 +1 +0%
MCM
1062
Manchester Capital Management
Vermont
$182K
CFA
1063
Carroll Financial Associates
North Carolina
$181K +$1.81K +25 +1%
DSC
1064
Duncker Streett & Co
Missouri
$171K
FWM
1065
Focused Wealth Management
New York
$166K +$166K +2,300 New
PFBT
1066
Parkside Financial Bank & Trust
Missouri
$159K -$11.1K -154 -7%
GLI
1067
Guardian Life Insurance
New York
$156K -$3.69K -51 -2%
DIA
1068
Davidson Investment Advisors
Montana
$155K
PCM
1069
Penserra Capital Management
California
$154K +$45.6K +630 +42%
KLWA
1070
Kelly Lawrence W & Associates
California
$149K
CLOS
1071
Compagnie Lombard Odier SCmA
Switzerland
$134K +$54.4K +751 +68%
JIC
1072
Joel Isaacson & Co
New York
$132K -$14.5K -200 -10%
SWA
1073
Sutton Wealth Advisors
Florida
$131K +$362 +5 +0.3%
AIM
1074
Acrospire Investment Management
Illinois
$130K +$131K +1,805 New
VCM
1075
Versant Capital Management
Arizona
$125K -$4.71K -65 -4%