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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
351
Wealthspire Advisors (New York)
New York
$277K -$65.5K -1,460 -18%
BHWM
352
Bay Harbor Wealth Management
Maryland
$276K -$19.5K -434 -6%
DAM
353
Diamant Asset Management
Connecticut
$263K +$288K +6,425 New
SDAM
354
Shulman DeMeo Asset Management
New York
$261K
IIM
355
Ipswich Investment Management
Massachusetts
$257K +$22.4K +500 +9%
HAG
356
HighPoint Advisor Group
Illinois
$256K -$3.36K -75 -1%
HNB
357
Huntington National Bank
Ohio
$252K -$39.5K -880 -12%
WA
358
Wambolt & Associates
Colorado
$252K +$277K +6,168 New
IB
359
Intrust Bank
Kansas
$248K +$39.7K +886 +17%
PJSIMP
360
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K -$56K -1,250 -17%
Lazard Asset Management
361
Lazard Asset Management
New York
$245K
WF
362
Welch & Forbes
Massachusetts
$244K
SFI
363
SPC Financial Inc
Maryland
$244K +$31.4K +700 +13%
SXL
364
Summit X LLC
Missouri
$243K +$31.6K +705 +13%
FCA
365
FLC Capital Advisors
California
$237K
VPI
366
Value Partners Investments
Manitoba, Canada
$236K +$260K +5,798 New
TCOT
367
Trust Company of Toledo
Ohio
$234K
Prudential Financial
368
Prudential Financial
New Jersey
$233K -$34.9K -778 -12%
VIA
369
Vident Investment Advisory
Georgia
$232K +$257K +5,729 New
IWS
370
Insight Wealth Strategies
California
$228K +$27.4K +610 +12%
OWA
371
Outlook Wealth Advisors
Texas
$223K -$50.4K -1,123 -17%
S
372
SignatureFD
Georgia
$221K +$83.4K +1,859 +53%
T. Rowe Price Associates
373
T. Rowe Price Associates
Maryland
$211K +$8.97K +200 +4%
BOPW
374
Brandywine Oak Private Wealth
Pennsylvania
$210K -$90 -2 -0%
GT
375
Glenview Trust
Kentucky
$210K