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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
SFMG Wealth Advisors
Texas
$588K -$23.2K -106 -4%
WSFS
827
Wilmington Savings Fund Society
Delaware
$587K +$113K +515 +22%
MSAM
828
Moloney Securities Asset Management
Missouri
$586K -$9.86K -45 -2%
SC
829
Savant Capital
Illinois
$585K +$37.3K +170 +6%
ADMI
830
Albert D. Mason Inc
Massachusetts
$584K +$1.97K +9 +0.3%
OFS
831
Orrstown Financial Services
Pennsylvania
$582K -$163K -742 -21%
DCM
832
Dupont Capital Management
Delaware
$577K +$606K +2,767 New
RIS
833
Retirement Income Solutions
Michigan
$575K
HIC
834
Harvey Investment Company
Kentucky
$572K -$142K -650 -19%
HFG
835
Heron Financial Group
New York
$572K
PF
836
Phoenix Financial
Israel
$572K +$592K +2,700 New
BG
837
Bollard Group
Massachusetts
$570K +$1.31K +6 +0.2%
CFGS
838
Concourse Financial Group Securities
Alabama
$569K +$16.2K +74 +3%
FNT
839
First National Trust
Pennsylvania
$567K +$28.7K +131 +5%
WPW
840
Waldron Private Wealth
Pennsylvania
$567K +$89.2K +407 +18%
XWM
841
Xcel Wealth Management
Florida
$564K
CC
842
Courier Capital
New York
$562K
WCA
843
Waratah Capital Advisors
Ontario, Canada
$557K +$147K +671 +34%
NFG
844
Nations Financial Group
Iowa
$553K -$6.58K -30 -1%
DBG
845
De Burlo Group
Massachusetts
$553K
TBNY
846
Trustco Bank (New York)
New York
$553K
CGL
847
Clarius Group LLC
Washington
$553K +$34.8K +159 +6%
SC
848
Solstein Capital
California
$548K +$546K +2,493 +1,874%
ASN
849
Advisory Services Network
Georgia
$545K +$141K +645 +33%
JCM
850
Jacobi Capital Management
Pennsylvania
$544K +$27.4K +125 +5%