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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
601
Barrett Asset Management
New York
$97K
AIM
602
Anchor Investment Management
South Carolina
$96.4K -$4.98K -53 -5%
BBHC
603
Brown Brothers Harriman & Co
New York
$95K +$376 +4 +0.4%
CIA
604
Cascade Investment Advisors
Oregon
$91.6K
CAAS
605
Capital Asset Advisory Services
Michigan
$87K +$80.6K +857 New
ICP
606
Interchange Capital Partners
Pennsylvania
$87K +$81.1K +863 New
NC
607
NewSquare Capital
Pennsylvania
$85K
Acadian Asset Management
608
Acadian Asset Management
Massachusetts
$85K +$78.6K +836 New
TFM
609
TFC Financial Management
Massachusetts
$84K +$5.73K +61 +8%
CT
610
Caldwell Trust
Florida
$81.4K
SN
611
Sittner & Nelson
Oregon
$81K +$75.2K +800 New
CBT
612
CoreFirst Bank & Trust
Kansas
$79K +$73.3K +780 New
COCM
613
Charter Oak Capital Management
New Hampshire
$78K +$72K +766 New
MA
614
MCF Advisors
Kentucky
$76K
FWM
615
FSA Wealth Management
Massachusetts
$76K +$70.5K +750 New
VCG
616
Vantage Consulting Group
Virginia
$74K +$68.2K +726 New
AssetMark Inc
617
AssetMark Inc
California
$73K +$1.22K +13 +2%
HWA
618
Heritage Wealth Advisors
Virginia
$72K
ECM
619
Estabrook Capital Management
New York
$71.3K
SWM
620
Selective Wealth Management
Virginia
$71K
KFI
621
Key Financial Inc
Pennsylvania
$71K +$65.8K +700 New
SBL
622
Sargent Bickham Lagudis
Colorado
$70K
GWS
623
Glassman Wealth Services
Virginia
$69K +$282 +3 +0.4%
PIMJS
624
PKO Investment Management Joint-Stock
Poland
$67.7K +$62.5K +665 New
PWM
625
Perigon Wealth Management
California
$66K +$61.3K +652 New