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Name Holding Trade Value Shares
Change
Change in
Stake
MAA
776
Matrix Asset Advisors
New York
$317K
CFG
777
Citizens Financial Group
Rhode Island
$315K -$101K -2,106 -25%
FRA
778
Frank Rimerman Advisors
California
$315K
SSWM
779
Smith Salley Wealth Management
North Carolina
$314K -$29.6K -616 -9%
Fayez Sarofim & Co
780
Fayez Sarofim & Co
Texas
$312K
CYG
781
Clean Yield Group
Vermont
$311K
PA
782
Parallel Advisors
California
$311K +$28.3K +590 +11%
FANJ
783
Financial Architects (New Jersey)
New Jersey
$307K -$20.8K -433 -7%
BC
784
Barnett & Company
Tennessee
$307K +$288K +6,000 New
BG
785
Bollard Group
Massachusetts
$301K +$96 +2 +0%
WT
786
Washington Trust
Rhode Island
$300K -$19.5K -407 -6%
Bessemer Group
787
Bessemer Group
New Jersey
$299K -$13.7K -285 -5%
WP
788
WMS Partners
Maryland
$296K -$268K -5,595 -49%
NB
789
Northwest Bancshares
Pennsylvania
$296K -$4.99K -104 -2%
RG
790
Renaissance Group
Kentucky
$295K
First Manhattan
791
First Manhattan
New York
$292K
F
792
F3Logic
Minnesota
$292K +$276K +5,742 New
IAA
793
Independent Advisor Alliance
North Carolina
$289K -$49.2K -1,025 -15%
CST
794
Charles Schwab Trust
Nevada
$289K
NAM
795
North American Management
Massachusetts
$287K
SFG
796
SevenBridge Financial Group
Pennsylvania
$286K -$8.92K -186 -3%
FC
797
Ferris Capital
Massachusetts
$286K
BCM
798
Brookstone Capital Management
Illinois
$285K -$269K -5,601 -50%
SWM
799
Spire Wealth Management
Virginia
$285K +$267K +5,570 New
WDC
800
Woodward Diversified Capital
California
$284K -$25.9K -540 -9%