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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$201K +$197K +5,755 New
YWP
677
YorkBridge Wealth Partners
New York
$194K -$7.97K -233 -4%
AW
678
Alpha Windward
Massachusetts
$193K -$103 -3 -0.1%
ST
679
Smithfield Trust
Pennsylvania
$181K +$31.7K +927 +22%
FMLI
680
Fukoku Mutual Life Insurance
Japan
$175K +$37.6K +1,100 +28%
PA
681
Parallel Advisors
California
$172K +$19.9K +582 +14%
DCM
682
Dupont Capital Management
Delaware
$167K +$163K +4,773 New
GRP
683
Global Retirement Partners
California
$163K +$42.5K +1,243 +36%
CIAN
684
Capstone Investment Advisors (Netherlands)
New York
$162K -$78K -2,280 -33%
QCG
685
Quadrant Capital Group
Ohio
$158K -$12.3K -359 -6%
AOWM
686
Alpha Omega Wealth Management
Virginia
$158K – – –
NA
687
NewEdge Advisors
Louisiana
$157K +$153K +4,474 New
GWM
688
Geneos Wealth Management
Colorado
$151K +$9.31K +272 +7%
WTB
689
Washington Trust Bank
Washington
$142K – – –
WIM
690
Westside Investment Management
California
$127K +$2.05K +60 +2%
SPIA
691
Steward Partners Investment Advisory
New York
$125K +$24.5K +716 +25%
MIFH
692
Migdal Insurance & Financial Holdings
Israel
$123K +$122K +3,577 New
BTIS
693
BB&T Investment Services
North Carolina
$119K +$64.4K +1,883 +121%
CBT
694
Capital Bank & Trust
California
$117K +$115K +3,356 New
VIM
695
Veritas Investment Management
United Kingdom
$114K – – –
AF
696
Arrow Financial
New York
$107K -$22.1K -645 -17%
LWCFA
697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
SFG
698
SevenBridge Financial Group
Pennsylvania
$107K – – –
CJA
699
C-J Advisory
California
$100K -$104K -3,050 -52%
ADL
700
Asset Dedication LLC
California
$98K -$14.7K -431 -13%
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