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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$230K +$203K +8,399 New
SCM
252
Shelton Capital Management
Colorado
$221K +$195K +8,087 New
WF
253
Welch & Forbes
Massachusetts
$216K +$191K +7,899 New
Brown Advisory
254
Brown Advisory
Maryland
$213K -$76.8K -3,180 -29%
GT
255
Glenview Trust
Kentucky
$210K +$185K +7,668 New
FIM
256
Fernwood Investment Management
Massachusetts
$210K +$185K +7,667 New
WT
257
Whittier Trust
California
$206K -$18.1K -749 -9%
QCG
258
Quadrant Capital Group
Ohio
$205K +$18.9K +780 +12%
DAM
259
Diamant Asset Management
Connecticut
$205K +$181K +7,494 New
DFCM
260
Dark Forest Capital Management
Puerto Rico
$202K +$179K +7,389 New
KAS
261
Kestra Advisory Services
Texas
$201K -$92.5K -3,829 -34%
AIM
262
Anchor Investment Management
South Carolina
$193K
BWM
263
Baystate Wealth Management
Massachusetts
$184K +$145 +6 +0.1%
WTC
264
WhitTier Trust Company
Nevada
$182K +$3.75K +155 +2%
TRCT
265
Tower Research Capital (TRC)
New York
$154K +$26K +1,077 +24%
GC
266
Globeflex Capital
California
$147K +$2.03K +84 +2%
SWM
267
Spire Wealth Management
Virginia
$118K +$29.9K +1,236 +40%
CMF
268
Counterpoint Mutual Funds
California
$112K +$99.3K +4,108 New
ACM
269
Aquatic Capital Management
Illinois
$101K +$89.4K +3,700 New
EWA
270
EverSource Wealth Advisors
Alabama
$90.7K +$3.04K +126 +4%
LWCFA
271
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K -$1.59K -66 -2%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$74.5K +$3.79K +157 +6%
EWM
273
Endurance Wealth Management
Rhode Island
$71K -$1.11K -46 -2%
BEI
274
Benjamin Edwards Inc
Missouri
$71K +$34.6K +1,430 +124%
MA
275
Montag & Associates
Georgia
$67.9K