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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$205K -$29.7K -362 -13%
JIC
702
Joel Isaacson & Co
New York
$205K +$198K +2,413 New
PAM
703
Premier Asset Management
Illinois
$204K +$197K +2,400 New
PA
704
Parallel Advisors
California
$202K -$5.98K -73 -3%
BA
705
Boston Advisors
Massachusetts
$201K -$41K -500 -17%
WTB
706
Washington Trust Bank
Washington
$200K
NIMI
707
Natixis Investment Managers International
France
$197K +$189K +2,309 New
GCM
708
Gables Capital Management
Florida
$196K +$189K +2,300 New
MMG
709
Monetary Management Group
Missouri
$187K
BBHC
710
Brown Brothers Harriman & Co
New York
$187K +$24.3K +297 +16%
Carson Wealth (CWM LLC)
711
Carson Wealth (CWM LLC)
Nebraska
$186K +$4.51K +55 +3%
BAM
712
Bruderman Asset Management
New York
$176K +$169K +2,062 New
TCOV
713
Trust Company of Vermont
Vermont
$169K
CCM
714
Covington Capital Management
California
$165K
MCM
715
Manchester Capital Management
Vermont
$164K
HFM
716
Hartford Financial Management
Connecticut
$156K
BC
717
Bartlett & Co
Ohio
$156K +$82 +1 +0.1%
BCWM
718
Bartlett & Co Wealth Management
Ohio
$156K +$150K +1,830 New
WB
719
Webster Bank
Connecticut
$149K
PRS
720
Pinkerton Retirement Specialists
Idaho
$148K
VCM
721
Versant Capital Management
Arizona
$147K -$3.28K -40 -2%
AWM
722
Aevitas Wealth Management
Massachusetts
$146K +$164 +2 +0.1%
VCM
723
Vigilant Capital Management
Maine
$145K
S
724
SignatureFD
Georgia
$145K +$140K +1,702 New
IWM
725
IHT Wealth Management
Illinois
$143K +$24.6K +300 +21%