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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
801
Beaton Management Company
Massachusetts
$290K
FA
802
Fiduciary Alliance
South Carolina
$288K
SL
803
SFM LLC
New Hampshire
$288K +$276K +2,208 New
BFA
804
Benedict Financial Advisors
Georgia
$288K +$499 +4 +0.2%
OA
805
Oxbow Advisors
Texas
$286K
TNA
806
True North Advisors
Texas
$286K +$374 +3 +0.1%
JWCA
807
J.W. Cole Advisors
Florida
$286K -$13.7K -110 -5%
JWM
808
JGP Wealth Management
Oregon
$285K
FFBTD
809
First Financial Bank - Trust Division
Ohio
$284K
OWM
810
OneAscent Wealth Management
Alabama
$284K
SSB
811
Sandy Spring Bank
Maryland
$281K -$15.2K -122 -5%
PL
812
Plancorp LLC
Missouri
$280K -$21.1K -169 -7%
JIC
813
Joel Isaacson & Co
New York
$280K
NAS
814
Nicolet Advisory Services
Wisconsin
$280K -$5.87K -47 -2%
NWM
815
Northcape Wealth Management
New York
$280K
SWM
816
StoneCrest Wealth Management
Arizona
$280K +$267K +2,142 New
KAS
817
KPP Advisory Services
Kentucky
$279K
TCOV
818
Trust Company of Vermont
Vermont
$278K -$75.6K -606 -22%
PFA
819
Pathway Financial Advisers
Indiana
$278K
SWA
820
SOA Wealth Advisors
New York
$277K +$998 +8 +0.4%
PWP
821
Principle Wealth Partners
Connecticut
$277K
DMBA
822
Deseret Mutual Benefit Administrators
Utah
$276K -$88K -705 -25%
HI
823
Hendershot Investments
Virginia
$275K
LWCFA
824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K
HAIM
825
Hunter Associates Investment Management
Pennsylvania
$274K