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Name Holding Trade Value Shares
Change
Change in
Stake
WT
1201
Washington Trust
Rhode Island
$292K -$75.6K -300 -21%
HSA
1202
HBK Sorce Advisory
Pennsylvania
$291K -$43.6K -173 -13%
SSB
1203
Sandy Spring Bank
Maryland
$291K -$436K -1,730 -60%
VPP
1204
Vertex Planning Partners
Illinois
$290K +$1.01K +4 +0.4%
AG
1205
AIA Group
Hong Kong
$290K -$44.1K -175 -13%
DS
1206
DRW Securities
Illinois
$290K -$306K -1,212 -51%
FRM
1207
Fox Run Management
Connecticut
$290K -$776K -3,079 -73%
BFP
1208
Beacon Financial Planning
Massachusetts
$289K
APA
1209
Astoria Portfolio Advisors
New York
$289K +$306K +1,214 New
QWP
1210
Quotient Wealth Partners
Texas
$288K +$49.7K +197 +21%
AC
1211
Avestar Capital
New York
$287K -$86.2K -342 -23%
UIA
1212
Ulland Investment Advisors
Minnesota
$287K -$252K -1,000 -47%
NAM
1213
NorthCrest Asset Manangement
Minnesota
$286K +$756 +3 +0.3%
FIA
1214
Foundations Investment Advisors
Arizona
$285K -$91.8K -364 -24%
MWM
1215
Modern Wealth Management
Kansas
$284K +$283K +1,121 New
CFG
1216
CMC Financial Group
Georgia
$284K +$283K +1,121 New
WWM
1217
Western Wealth Management
Colorado
$283K +$2.27K +9 +0.8%
LI
1218
LRI Investments
Florida
$282K -$106K -420 -27%
GDP
1219
Great Diamond Partners
Maine
$281K -$12.9K -51 -4%
MWM
1220
Mattern Wealth Management
Kansas
$281K
HG
1221
Harbor Group
New Hampshire
$281K
TPI
1222
Trust Point Inc
Wisconsin
$281K -$150K -594 -35%
MM
1223
MQS Management
New York
$280K +$279K +1,105 New
AF
1224
Alerus Financial
North Dakota
$279K -$1.05M -4,173 -79%
B
1225
Bellecapital
Switzerland
$279K