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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1001
USA Financial Formulas
Michigan
$239K +$253K +1,392 +8,700%
LNB
1002
Ledyard National Bank
$238K -$20K -110 -7%
WSFS
1003
Wilmington Savings Fund Society
Delaware
$235K -$58.7K -323 -19%
HCM
1004
Hengehold Capital Management
Ohio
$235K
MPW
1005
Monterey Private Wealth
California
$232K
EVM
1006
Evelyn V. Moreno
$231K +$248K +1,365 New
WB
1007
WesBanco Bank
West Virginia
$229K -$14.7K -81 -6%
SC
1008
Savant Capital
Illinois
$229K +$1.09K +6 +0.4%
MC
1009
Moors & Cabot
Massachusetts
$229K -$15.6K -86 -6%
FDDB
1010
Fidelity D&D Bancorp
Pennsylvania
$228K +$245K +1,347 New
T
1011
TRUADVICE
Florida
$227K -$90.4K -497 -28%
BOM
1012
Bank of Marin
California
$227K -$8.18K -45 -3%
WSTAM
1013
Wilbanks Smith & Thomas Asset Management
Virginia
$226K -$18.2K -100 -7%
SIC
1014
Salem Investment Counselors
North Carolina
$225K
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$225K -$111K -610 -32%
MA
1016
MJP Associates
Connecticut
$223K +$239K +1,316 New
AP
1017
Atwood & Palmer
Missouri
$222K
PWP
1018
Perfromance Wealth Partners
Illinois
$222K
AAS
1019
Annex Advisory Services
Wisconsin
$222K
LL
1020
LPWM LLC
Minnesota
$221K
TF
1021
Tompkins Financial
New York
$220K
CA
1022
Cornerstone Advisors
North Carolina
$220K +$236K +1,300 New
GCMG
1023
Gyroscope Capital Management Group
Florida
$220K +$236K +1,300 New
SAM
1024
Strategy Asset Managers
California
$218K -$7.46K -41 -3%
I
1025
IMPACTfolio
Colorado
$218K