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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
826
Park Avenue Securities
New York
$338K +$124K +388 +62%
VWM
827
Venturi Wealth Management
Texas
$337K +$350K +1,097 New
RP
828
Rice Partnership
Hawaii
$336K +$40.2K +126 +13%
ECM
829
Evergreen Capital Management
Washington
$333K -$5.74K -18 -2%
CAW
830
Cornerstone Advisors (Washington)
Washington
$333K +$3.51K +11 +1%
IA
831
IFP Advisors
Florida
$332K -$81.7K -256 -18%
MC
832
Montag & Caldwell
Georgia
$331K
NED
833
Nancy E. Dempze
$331K
IP
834
Investment Partners
Ohio
$331K +$351K +1,100 New
CA
835
Cetera Advisors
Colorado
$330K -$259K -810 -43%
MIH
836
Madison Investment Holdings
Wisconsin
$330K +$349K +1,095 New
BFM
837
Boston Financial Management
Massachusetts
$329K -$385K -1,206 -52%
GEM
838
Global Endowment Management
North Carolina
$328K -$6.06M -18,990 -95%
BA
839
Boston Advisors
Massachusetts
$328K +$9.89K +31 +3%
PA
840
Probity Advisors
Texas
$321K -$8.3K -26 -2%
OPPM
841
Opus Point Partners Management
New York
$320K +$9.57K +30 +3%
MCM
842
McKinley Capital Management
Alaska
$320K +$107K +336 +46%
NB
843
NBT Bank
New York
$319K -$33.2K -104 -9%
FGC
844
Financial Gravity Companies
Texas
$319K +$307K +963 New
PHS
845
Pekin Hardy Strauss
Illinois
$318K
AWM
846
Altium Wealth Management
New York
$318K +$70.8K +222 +27%
RW
847
REDW Wealth
New Mexico
$316K -$145K -455 -30%
PP
848
Paloma Partners
Connecticut
$314K -$34.9M -109,441 -99%
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$313K
WTB
850
Washington Trust Bank
Washington
$312K -$39.9K -125 -11%