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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1526
IVC Wealth Advisors
Pennsylvania
$498K -$1.52K -9 -0.4%
CIC
1527
Carnegie Investment Counsel
Ohio
$498K +$24K +142 +6%
PNC
1528
Park National Corp
Ohio
$497K +$845 +5 +0.2%
RIP
1529
RAM Investment Partners
Washington
$497K +$15.4K +91 +4%
BBI
1530
Baxter Bros Inc
Connecticut
$496K -$344K -2,034 -45%
SQA
1531
Simon Quick Advisors
New Jersey
$496K -$10.1K -60 -2%
SCG
1532
Sonata Capital Group
Washington
$496K
ZIM
1533
Zacks Investment Management
Illinois
$491K +$130K +767 +45%
EFS
1534
Essex Financial Services
Connecticut
$485K +$37.2K +220 +10%
KA
1535
Kozak & Associates
Colorado
$485K +$211K +1,252 +107%
BWP
1536
BSW Wealth Partners
Colorado
$485K -$496K -2,934 -55%
PA
1537
Parkside Advisors
California
$484K
HBW
1538
Hazlett, Burt & Watson
West Virginia
$484K -$50.7K -300 -11%
EHWM
1539
Eads & Heald Wealth Management
Georgia
$484K -$34.6K -205 -8%
QC
1540
Quent Capital
New York
$482K -$26.5K -157 -6%
BTW
1541
Boston Trust Walden
Massachusetts
$482K -$89.9K -532 -18%
WTA
1542
Washington Trust Advisors
Massachusetts
$482K +$17.6K +104 +5%
SC
1543
Solstein Capital
California
$480K
NFSG
1544
Newbridge Financial Services Group
Florida
$478K +$7.77K +46 +2%
KP
1545
Keel Point
Alabama
$478K +$115K +680 +40%
CWM
1546
Circle Wealth Management
New Jersey
$477K +$1.52K +9 +0.4%
PCP
1547
Proficio Capital Partners
Massachusetts
$475K +$47.8K +283 +14%
RPWA
1548
Regent Peak Wealth Advisors
Georgia
$474K +$73.6K +436 +22%
RGC
1549
Roberts, Glore & Co
Illinois
$474K -$65.2K -386 -14%
IA
1550
Insight Advisors
Pennsylvania
$472K -$264K -1,561 -40%