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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
976
Waldron Private Wealth
Pennsylvania
$547K +$2.12K +11 +0.4%
Citadel Advisors
977
Citadel Advisors
Florida
$546K -$439K -2,285 -45%
WTB
978
Washington Trust Bank
Washington
$546K -$851K -4,427 -62%
PCM
979
Parsons Capital Management
Rhode Island
$545K -$17.1K -89 -3%
RC
980
Reik & Co
New York
$543K – – –
AAG
981
Armstrong Advisory Group
Massachusetts
$543K – – –
KFA
982
Kapstone Financial Advisors
Ohio
$541K – – –
TAM
983
Taurus Asset Management
New York
$541K – – –
KIA
984
Knollwood Investment Advisory
Maryland
$538K – – –
ILI
985
Invesco LLC (Illinois)
Illinois
$537K +$265K +1,380 +103%
BAM
986
Berkshire Asset Management
Pennsylvania
$532K -$23.5K -122 -4%
SP
987
Symmetry Partners
Connecticut
$531K – – –
HWMG
988
Hurlow Wealth Management Group
Indiana
$531K – – –
FPWM
989
FSB Premier Wealth Management
Iowa
$528K +$112K +583 +28%
ACM
990
Argent Capital Management
Missouri
$524K – – –
CWAG
991
Compton Wealth Advisory Group
Virginia
$522K – – –
AAM
992
Aureus Asset Management
Massachusetts
$521K +$39.2K +204 +8%
SIM
993
Sentry Investment Management
Wisconsin
$520K – – –
CCG
994
Catalina Capital Group
California
$519K +$505K +2,626 New
WT
995
Whittier Trust
California
$519K -$2.12K -11 -0.4%
MM
996
MQS Management
New York
$517K +$502K +2,613 New
NB
997
NBT Bank
New York
$516K +$83.8K +436 +20%
POIA
998
Pin Oak Investment Advisors
Texas
$515K – – –
PA
999
Probity Advisors
Texas
$513K +$52.7K +274 +12%
PCS
1000
Personal CFO Solutions
New Jersey
$513K +$5.77K +30 +1%