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Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Whittier Trust
California
$26K -$417 -11 -1%
BWP
352
Baldwin Wealth Partners
Massachusetts
$25K – – –
CT
353
Caldwell Trust
Florida
$24.9K – – –
CFG
354
Citizens Financial Group
Rhode Island
$24K +$34.1K +900 New
NSB
355
Norway Savings Bank
Maine
$23K – – –
Bessemer Group
356
Bessemer Group
New Jersey
$22K – – –
TL
357
TrueWealth LLC
Georgia
$20K – – –
HWA
358
Heritage Wealth Advisors
Virginia
$19.2K – – –
SIAP
359
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K – – –
KPW
360
Kore Private Wealth
New York
$18K – – –
ADL
361
Asset Dedication LLC
California
$17K – – –
SF
362
Synovus Financial
Georgia
$17K +$24.2K +638 New
ECM
363
Estabrook Capital Management
New York
$16.6K -$7.84K -207 -25%
FMTCOCP
364
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K – – –
FCA
365
FinTrust Capital Advisors
South Carolina
$14K – – –
CIA
366
CSat Investment Advisory
Michigan
$14K +$3.33K +88 +20%
MMG
367
Monetary Management Group
Missouri
$13K – – –
NSIM
368
North Star Investment Management
Illinois
$13K – – –
BCA
369
Berman Capital Advisors
Georgia
$13K +$18.5K +488 +2,033%
GSWM
370
Golden State Wealth Management
California
$13K +$18.8K +497 New
FHA
371
Flagship Harbor Advisors
Massachusetts
$12K -$11.7K -310 -41%
CFA
372
Carroll Financial Associates
North Carolina
$12K – – –
KPCM
373
Kings Point Capital Management
New York
$12K – – –
GAM
374
Gemmer Asset Management
California
$11K -$83.3K -2,200 -85%
OPS
375
Orion Portfolio Solutions
Nebraska
$11K +$9.24K +244 +143%