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Name Holding Trade Value Shares
Change
Change in
Stake
Summit Financial
701
Summit Financial
New Jersey
$439K -$40.7K -1,061 -8%
Coldstream Capital Management
702
Coldstream Capital Management
Washington
$439K -$169K -4,389 -26%
CNBT
703
Canandaigua National Bank & Trust
New York
$438K -$9.75K -254 -2%
PWA
704
Providence Wealth Advisors
Illinois
$436K -$25.2K -657 -5%
SWM
705
SeaCrest Wealth Management
New York
$435K +$23.4K +609 +5%
MSA
706
MUFG Securities Americas
New York
$435K +$81.5K +2,123 +21%
Howard Capital Management
707
Howard Capital Management
Georgia
$432K +$76.1K +1,982 +19%
BFA
708
Benedict Financial Advisors
Georgia
$428K -$110K -2,854 -19%
Citizens Financial Group
709
Citizens Financial Group
Rhode Island
$426K -$190K -4,948 -29%
GC
710
Gilbert & Cook
Iowa
$425K +$39.9K +1,038 +9%
BMA
711
Brooks Moore & Associates
Tennessee
$423K -$2.46K -64 -0.5%
JWCA
712
J.W. Coons Advisors
Ohio
$422K -$54.6K -1,422 -11%
OneDigital Investment Advisors
713
OneDigital Investment Advisors
Kansas
$420K -$21.3K -555 -4%
BV
714
Boxwood Ventures
Illinois
$420K +$462K +12,028 New
Loring Wolcott & Coolidge Fiduciary Advisors
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$420K -$148K -3,846 -21%
WC
716
Westhampton Capital
North Carolina
$420K -$14.1K -366 -3%
Daymark Wealth Partners
717
Daymark Wealth Partners
Ohio
$419K -$4.64M -120,920 -91%
MAA
718
Mraz Amerine & Associates
California
$417K +$192 +5 +0%
TD Private Client Wealth
719
TD Private Client Wealth
New York
$416K +$175K +4,558 +62%
Obermeyer Wealth Partners
720
Obermeyer Wealth Partners
Colorado
$415K -$66.7K -1,736 -13%
AC
721
Addison Capital
Pennsylvania
$410K -$20.1K -524 -4%
Meridian Wealth Management
722
Meridian Wealth Management
Kentucky
$408K -$76.3K -1,987 -15%
AFG
723
Allegheny Financial Group
Pennsylvania
$407K +$155K +4,045 +53%
SFI
724
SPC Financial Inc
Maryland
$407K -$68.9K -1,793 -13%
HI
725
Hudock Inc
Pennsylvania
$407K +$18.4K +479 +4%