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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
601
Principle Wealth Partners
Connecticut
$271K – – –
HCM
602
Hengehold Capital Management
Ohio
$269K – – –
HWA
603
Heritage Wealth Advisors
Virginia
$268K – – –
SS
604
Simplicity Solutions
Minnesota
$268K +$15.3K +115 +6%
Pacer Advisors
605
Pacer Advisors
Pennsylvania
$267K +$223K +1,680 +575%
TMAM
606
Tokio Marine Asset Management
Japan
$266K +$10.2K +77 +4%
WB
607
WesBanco Bank
West Virginia
$265K +$260K +1,960 New
RIG
608
Renaissance Investment Group
Massachusetts
$264K – – –
SPC
609
Stewart & Patten Company
California
$264K – – –
CWM
610
Chesapeake Wealth Management
Virginia
$263K -$82.5K -621 -24%
PGA
611
Portland Global Advisors
Maine
$263K – – –
SIA
612
Schechter Investment Advisors
Michigan
$262K -$22.4K -169 -8%
TCWM
613
Total Clarity Wealth Management
Illinois
$261K +$256K +1,928 New
CA
614
Cetera Advisors
Colorado
$260K +$19.7K +148 +8%
MYIA
615
Mount Yale Investment Advisors
Colorado
$259K +$19.4K +146 +8%
WB
616
Webster Bank
Connecticut
$257K – – –
CWM
617
Compass Wealth Management
Connecticut
$257K +$252K +1,897 New
BBHC
618
Brown Brothers Harriman & Co
New York
$255K -$17.3K -130 -6%
MKC
619
M. Kraus & Co
Vermont
$254K +$1.99K +15 +0.8%
SCM
620
Stevens Capital Management
Pennsylvania
$253K +$249K +1,871 New
EM
621
Excalibur Management
Massachusetts
$251K -$1.46K -11 -0.6%
EGA
622
Eagle Global Advisors
Texas
$250K – – –
MNBTD
623
Moody National Bank Trust Division
Texas
$248K – – –
TSS
624
Two Sigma Securities
New York
$247K -$253K -1,907 -51%
AAS
625
Ameritas Advisory Services
Nebraska
$246K +$241K +1,816 New