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Name Holding Trade Value Shares
Change
Change in
Stake
FL
851
Fort LP
Maryland
$532K -$272K -1,360 -34%
CCA
852
Checchi Capital Advisers
California
$531K +$23.4K +117 +5%
MAFM
853
Mid Atlantic Financial Management
Pennsylvania
$525K +$484K +2,422 New
HFG
854
Heron Financial Group
New York
$520K +$48.6K +243 +10%
FNT
855
First National Trust
Pennsylvania
$518K -$16.8K -84 -3%
SWM
856
Segment Wealth Management
Texas
$516K
SSWM
857
Smith Salley Wealth Management
North Carolina
$516K +$15.6K +78 +3%
VIA
858
Vident Investment Advisory
Georgia
$515K +$308K +1,542 +149%
FSA
859
Franklin Street Advisors
North Carolina
$513K +$64.9K +325 +14%
IDBONY
860
Israel Discount Bank of New York
New York
$512K -$32.2K -161 -6%
MAM
861
Meeder Asset Management
Ohio
$512K -$14.2K -71 -3%
EFS
862
Essex Financial Services
Connecticut
$512K +$82.3K +412 +19%
JCM
863
Jacobi Capital Management
Pennsylvania
$508K -$7.99K -40 -2%
AO
864
Advisor OS
Illinois
$502K +$501K +2,508 New
UAM
865
UAS Asset Management
New York
$500K +$500K +2,500 New
BFEC
866
Benjamin F. Edwards & Company
Missouri
$499K -$7.39K -37 -1%
WP
867
Wedgewood Partners
Missouri
$499K
OPA
868
Old Port Advisors
Maine
$494K -$34.2K -171 -6%
RWM
869
Rench Wealth Management
Texas
$493K -$127K -638 -21%
AWM
870
Altium Wealth Management
New York
$493K -$16.4K -82 -3%
PL
871
Perpetual Ltd
Australia
$493K +$212K +1,060 +75%
DBT
872
Dubuque Bank & Trust
Iowa
$489K +$20K +100 +4%
WPW
873
Waldron Private Wealth
Pennsylvania
$488K +$45.8K +229 +10%
NRS
874
Neville Rodie & Shaw
New York
$485K -$7.99K -40 -2%
MLL
875
Moody Lynn & Lieberson
Massachusetts
$484K