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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Cribstone Capital Management
Maine
$124K +$110K +2,247 +1,215%
CIM
452
Contravisory Investment Management
Massachusetts
$118K +$56K +1,149 +96%
TCOV
453
Trust Company of Vermont
Vermont
$106K -$16.8K -345 -14%
APSP
454
Asset Planning Services (Pennsylvania)
Pennsylvania
$106K +$341 +7 +0.3%
HA
455
Harfst & Associates
Wyoming
$96K +$94.1K +1,930 New
HDIM
456
Hanson & Doremus Investment Management
Vermont
$93K – – –
ASN
457
Advisory Services Network
Georgia
$82K +$79.8K +1,638 New
CFA
458
Carroll Financial Associates
North Carolina
$71K – – –
Walleye Trading
459
Walleye Trading
New York
$70K +$67.5K +1,384 New
AIM
460
Assured Investment Management
New York
$66K +$64.3K +1,319 New
OFW
461
Omnia Family Wealth
Florida
$62K – – –
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$61K – – –
AIM
463
Anchor Investment Management
South Carolina
$60.3K – – –
FPFS
464
First Personal Financial Services
North Carolina
$59K – – –
AssetMark Inc
465
AssetMark Inc
California
$57K +$11.8K +242 +27%
CSS
466
Cubist Systematic Strategies
Connecticut
$55K -$2.12M -43,598 -98%
RWA
467
Ropes Wealth Advisors
Massachusetts
$52K +$585 +12 +1%
CTC
468
Central Trust Company
Missouri
$51K +$7.55K +155 +18%
KPCM
469
Kings Point Capital Management
New York
$50K – – –
BL
470
Balentine LLC
Georgia
$49K – – –
TF
471
Tompkins Financial
New York
$45K – – –
PCM
472
Prelude Capital Management
New York
$45K +$11.2K +229 +35%
FHA
473
First Horizon Advisors
Tennessee
$41K -$829 -17 -2%
VCM
474
Vigilant Capital Management
Maine
$41K +$39.7K +815 New
BBHC
475
Brown Brothers Harriman & Co
New York
$41K +$40.2K +825 New