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Name Holding Trade Value Shares
Change
Change in
Stake
WT
951
Washington Trust
Rhode Island
$519K
DAS
952
Dynamic Advisor Solutions
Arizona
$517K -$14.4K -41 -3%
FIM
953
Freedom Investment Management
Connecticut
$516K -$767K -2,182 -60%
EBWM
954
Eagle Bluffs Wealth Management
Missouri
$515K -$144K -409 -22%
CA
955
Crumly & Associates
Illinois
$514K -$281K -800 -35%
SSWM
956
Smith Salley Wealth Management
North Carolina
$512K -$52K -148 -9%
PAS
957
PKS Advisory Services
New York
$510K +$514K +1,462 New
NB
958
NBT Bank
New York
$509K -$3.51K -10 -0.7%
SFC
959
SYM Financial Corp
Indiana
$509K +$513K +1,460 New
PCM
960
Prelude Capital Management
New York
$508K +$512K +1,456 New
EM
961
Excalibur Management
Massachusetts
$505K -$7.03K -20 -1%
FCFC
962
First Commonwealth Financial Corp
Pennsylvania
$505K -$15.8K -45 -3%
GC
963
Globeflex Capital
California
$505K
AIP
964
Ameritas Investment Partners
Nebraska
$504K -$17.9K -51 -3%
NFTC
965
North Forty Two & Co
Oregon
$503K +$507K +1,443 New
MA
966
MJP Associates
Connecticut
$502K +$288K +821 +132%
MS
967
Maven Securities
Jersey
$501K +$504K +1,436 New
HI
968
Hoey Investments
Pennsylvania
$498K +$458K +1,304 +1,035%
ST
969
Sageworth Trust
Pennsylvania
$496K +$4.22K +12 +0.9%
CWM
970
Congress Wealth Management
Massachusetts
$495K +$212K +604 +74%
AG
971
Ascent Group
Virginia
$494K +$13K +37 +3%
KL
972
KilterHowling LLC
Colorado
$494K
PTC
973
Private Trust Company
Ohio
$492K -$116K -331 -19%
DWT
974
Dorsey & Whitney Trust
South Dakota
$492K +$22.8K +65 +5%
CL
975
CSS LLC
Illinois
$492K +$495K +1,410 New