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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1626
Prosperity Capital Advisors
Ohio
$473K +$99.1K +478 +30%
LI
1627
LMCG Investments
Massachusetts
$472K -$4.77K -23 -1%
TWM
1628
Trueblood Wealth Management
Ohio
$472K +$32.8K +158 +8%
MWA
1629
Moser Wealth Advisors
Washington
$468K +$318K +1,536 +295%
PWA
1630
Phoenix Wealth Advisors
North Carolina
$468K -$3.52K -17 -0.8%
RCA
1631
Ranch Capital Advisors
Florida
$468K – – –
WTB
1632
Washington Trust Bank
Washington
$467K +$33.4K +161 +9%
CD
1633
Chapin Davis
Maryland
$467K +$26.1K +126 +7%
FWIA
1634
Fort Washington Investment Advisors
Ohio
$467K – – –
BLC
1635
Brown, Lisle/Cummings
Rhode Island
$466K – – –
WA
1636
Waddell & Associates
Tennessee
$464K +$207 +1 +0%
Members Trust
1637
Members Trust
Florida
$462K -$72.8K -351 -15%
AWM
1638
Accurate Wealth Management
Florida
$462K -$12.6K -61 -3%
FPW
1639
Flagship Private Wealth
Massachusetts
$461K +$62.4K +301 +17%
KF
1640
KKM Financial
Illinois
$461K – – –
EAM
1641
Empirical Asset Management
Massachusetts
$460K +$419K +2,019 New
UFF
1642
USA Financial Formulas
Michigan
$459K +$418K +2,018 New
BG
1643
Bahl & Gaynor
Ohio
$459K +$418K +2,016 New
RA
1644
Ruggaard & Associates
Ohio
$458K -$19.3K -93 -4%
SPI
1645
Sutton Place Investors
New York
$458K +$417K +2,011 New
WCM
1646
Whitener Capital Management
North Carolina
$458K -$10.4K -50 -2%
C
1647
Certuity
Florida
$457K +$20.9K +101 +5%
CBT
1648
Central Bank & Trust
Kentucky
$457K -$20.9K -101 -5%
OWA
1649
ORBA Wealth Advisors
Illinois
$456K – – –
RZH
1650
Relyea Zuckerberg Hanson
Connecticut
$456K +$6.63K +32 +2%