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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$112K +$6.49K +69 +7%
RWA
602
Ropes Wealth Advisors
Massachusetts
$107K +$3.01K +32 +3%
MCA
603
Mercer Capital Advisers
New Jersey
$102K – – –
ASN
604
Advisory Services Network
Georgia
$101K +$15K +160 +19%
CCA
605
Column Capital Advisors
Indiana
$99K – – –
BAM
606
Barrett Asset Management
New York
$97K – – –
AIM
607
Anchor Investment Management
South Carolina
$96.4K -$4.98K -53 -5%
BBHC
608
Brown Brothers Harriman & Co
New York
$95K +$376 +4 +0.4%
CIA
609
Cascade Investment Advisors
Oregon
$91.6K – – –
CAAS
610
Capital Asset Advisory Services
Michigan
$87K +$80.6K +857 New
ICP
611
Interchange Capital Partners
Pennsylvania
$87K +$81.1K +863 New
NC
612
NewSquare Capital
Pennsylvania
$85K – – –
Acadian Asset Management
613
Acadian Asset Management
Massachusetts
$85K +$78.6K +836 New
TFM
614
TFC Financial Management
Massachusetts
$84K +$5.73K +61 +8%
CT
615
Caldwell Trust
Florida
$81.4K – – –
SN
616
Sittner & Nelson
Oregon
$81K +$75.2K +800 New
CBT
617
CoreFirst Bank & Trust
Kansas
$79K +$73.3K +780 New
COCM
618
Charter Oak Capital Management
New Hampshire
$78K +$72K +766 New
MA
619
MCF Advisors
Kentucky
$76K – – –
FWM
620
FSA Wealth Management
Massachusetts
$76K +$70.5K +750 New
VCG
621
Vantage Consulting Group
Virginia
$74K +$68.2K +726 New
AssetMark Inc
622
AssetMark Inc
California
$73K +$1.22K +13 +2%
HWA
623
Heritage Wealth Advisors
Virginia
$72K – – –
ECM
624
Estabrook Capital Management
New York
$71.3K – – –
SWM
625
Selective Wealth Management
Virginia
$71K – – –