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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
776
Plante Moran Financial Advisors
Michigan
$305K
PAM
777
Pegasus Asset Management
New York
$304K -$5.93K -40 -2%
PWM
778
Perigon Wealth Management
California
$304K +$13K +88 +5%
PPP
779
Private Portfolio Partners
New Jersey
$303K +$276K +1,861 New
CA
780
Cambridge Advisors
Nebraska
$303K
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$301K -$7.26K -49 -3%
AIM
782
Aigen Investment Management
New York
$301K -$180K -1,214 -40%
RZH
783
Relyea Zuckerberg Hanson
Connecticut
$301K -$22.1K -149 -7%
CT
784
Coastline Trust
Rhode Island
$299K
HH
785
Hilltop Holdings
Texas
$298K -$24K -162 -8%
EFS
786
Essex Financial Services
Connecticut
$298K -$97.9K -661 -26%
SC
787
Sapient Capital
Indiana
$297K
Empower Advisory Group
788
Empower Advisory Group
Colorado
$297K +$11.6K +78 +4%
CWS
789
Confluence Wealth Services
Pennsylvania
$297K -$199K -1,342 -42%
BIA
790
Bigelow Investment Advisors
Maine
$296K
WPP
791
Whalerock Point Partners
Rhode Island
$295K
CIBC World Market
792
CIBC World Market
Ontario, Canada
$295K -$379K -2,558 -59%
ZIC
793
ZWJ Investment Counsel
Georgia
$293K
GI
794
GAMMA Investing
California
$292K +$103K +694 +63%
TI
795
TrueMark Investments
Illinois
$291K +$265K +1,785 New
LI
796
LRI Investments
Florida
$290K
KNW
797
Kesler Norman & Wride
Utah
$289K -$156K -1,053 -37%
Fidelity International
798
Fidelity International
Bermuda
$289K +$263K +1,775 New
NL
799
NWAM LLC
Washington
$289K +$263K +1,775 New
BONH
800
Bank of New Hampshire
New Hampshire
$289K