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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
501
American Research & Management Company
Massachusetts
$396K -$13.8K -100 -3%
Prudential Financial
502
Prudential Financial
New Jersey
$395K -$58.2K -422 -13%
ESB
503
Essex Savings Bank
Connecticut
$395K
BO
504
BRR OpCo
Ohio
$390K -$20.7K -150 -5%
SWRP
505
Summit Wealth & Retirement Planning
California
$386K
FC
506
FCA Corp
Texas
$385K
HJIM
507
Henry James International Management
New York
$383K -$89.1K -646 -19%
BPA
508
Beacon Pointe Advisors
California
$381K +$94.3K +684 +33%
FWIA
509
Fort Washington Investment Advisors
Ohio
$375K -$399K -2,890 -51%
OL
510
Optas LLC
Texas
$373K +$168K +1,219 +81%
KIA
511
KCM Investment Advisors
California
$368K -$36.3K -263 -9%
PFPT
512
Pinnacle Financial Partners (Tennessee)
Tennessee
$367K -$827 -6 -0.2%
S
513
SimplyRich
California
$366K
GC
514
Garde Capital
Washington
$365K
SAM
515
Silvercrest Asset Management
New York
$363K +$827 +6 +0.2%
GT
516
Greenleaf Trust
Michigan
$361K -$127K -924 -26%
GAM
517
Garrison Asset Management
Arkansas
$361K
BCM
518
Becker Capital Management
Oregon
$356K -$26.2K -190 -7%
NAM
519
NTV Asset Management
West Virginia
$354K
HPCM
520
High Pointe Capital Management
Illinois
$351K
IPW
521
Inlet Private Wealth
Florida
$349K
WKWM
522
Walter & Keenan Wealth Management
Indiana
$349K
FPS
523
Fieldpoint Private Securities
Connecticut
$348K +$13.9K +101 +4%
OFS
524
OneAscent Financial Services
Alabama
$345K +$88.5K +642 +34%
CA
525
Cullinan Associates
Kentucky
$344K