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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
601
Pathstone Family Office
New Jersey
$643K +$902K +8,340 +165%
CG
602
Caprock Group
Idaho
$637K +$48.9K +452 +9%
AFM
603
Abbot Financial Management
Massachusetts
$632K – – –
HFAS
604
Hummer Financial Advisory Services
Illinois
$632K – – –
SPA
605
Sherbrooke Park Advisers
New York
$632K +$606K +5,600 New
S
606
SignatureFD
Georgia
$626K +$46.3K +428 +8%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$625K +$865 +8 +0.1%
OIA
608
OneDigital Investment Advisors
Kansas
$624K -$9.95K -92 -2%
SSW
609
Smith Shellnut Wilson
Mississippi
$623K -$3.89K -36 -0.6%
Carson Wealth (CWM LLC)
610
Carson Wealth (CWM LLC)
Nebraska
$621K +$42.8K +396 +8%
TMAM
611
Tokio Marine Asset Management
Japan
$621K +$32K +296 +6%
CTC
612
Central Trust Company
Missouri
$618K -$22.9K -212 -4%
VFA
613
Voya Financial Advisors
Connecticut
$616K -$17.7K -164 -3%
WPC
614
Wedmont Private Capital
Pennsylvania
$614K +$237K +2,188 +65%
PA
615
Parallel Advisors
California
$613K +$58K +536 +11%
CM
616
Columbus Macro
Pennsylvania
$593K +$31.2K +288 +6%
HCA
617
Harbour Capital Advisors
Virginia
$584K – – –
MCWS
618
McKinley Carter Wealth Services
West Virginia
$577K – – –
CB
619
CNB Bank
Pennsylvania
$576K +$16.9K +156 +3%
NP
620
NorthRock Partners
Minnesota
$571K +$43.3K +400 +9%
GCC
621
Guardian Capital (Canada)
Ontario, Canada
$567K -$235K -2,176 -30%
PCM
622
Parsons Capital Management
Rhode Island
$567K – – –
Simplex Trading
623
Simplex Trading
Illinois
$564K +$541K +5,000 New
9WM
624
9258 Wealth Management
Ohio
$563K – – –
BBI
625
Baxter Bros Inc
Connecticut
$562K – – –