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Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
551
Amica Retiree Medical Trust
Rhode Island
$81K – – –
RWA
552
Ropes Wealth Advisors
Massachusetts
$81K – – –
BWM
553
BerganKDV Wealth Management
Minnesota
$80K – – –
WTC
554
WhitTier Trust Company
Nevada
$80K – – –
AIM
555
Anchor Investment Management
South Carolina
$79.9K -$14.9K -200 -17%
FDCDDQ
556
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72K -$18.7K -250 -22%
AF
557
Advisornet Financial
Minnesota
$69K +$10.5K +140 +19%
NC
558
NewSquare Capital
Pennsylvania
$66K – – –
CIA
559
Cascade Investment Advisors
Oregon
$63.9K – – –
FHA
560
First Horizon Advisors
Tennessee
$61K – – –
FHB
561
First Hawaiian Bank
Hawaii
$61K +$56.9K +762 New
MA
562
MCF Advisors
Kentucky
$60K – – –
MCA
563
Mercer Capital Advisers
New Jersey
$60K – – –
SFG
564
SevenBridge Financial Group
Pennsylvania
$60K – – –
SFSIG
565
San Francisco Sentry Investment Group
California
$59K -$9.26K -124 -15%
AssetMark Inc
566
AssetMark Inc
California
$59K -$597 -8 -1%
APP
567
Avantax Planning Partners
Iowa
$59K +$54.7K +733 New
FPFS
568
First Personal Financial Services
North Carolina
$56K – – –
ECM
569
Estabrook Capital Management
New York
$55.9K – – –
SBL
570
Sargent Bickham Lagudis
Colorado
$55K -$6.87K -92 -12%
LWCFA
571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$2.31K -31 -4%
PA
572
Parallel Advisors
California
$53K +$3.14K +42 +7%
GWM
573
Geneos Wealth Management
Colorado
$53K +$13.6K +182 +37%
CB
574
Community Bank
New York
$52K – – –
HWA
575
Heritage Wealth Advisors
Virginia
$51K +$47.8K +640 New