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Name Holding Trade Value Shares
Change
Change in
Stake
TW
626
TrinityPoint Wealth
Connecticut
$1.04M +$33.4K +232 +3%
SIC
627
Samalin Investment Counsel
New York
$1.04M +$86.3K +599 +9%
SIC
628
Salem Investment Counselors
North Carolina
$1.04M +$11.5K +80 +1%
SW
629
SVB Wealth
Massachusetts
$1.04M -$16.3K -113 -2%
SWM
630
Spire Wealth Management
Virginia
$1.04M -$124K -859 -11%
PTC
631
Private Trust Company
Ohio
$1.04M +$131K +909 +15%
OF
632
Outfitter Financial
Maine
$1.04M
PAMP
633
Polar Asset Management Partners
Ontario, Canada
$1.03M +$1,000K +6,937 New
AAS
634
Avantax Advisory Services
Texas
$1.03M +$186K +1,288 +23%
OIA
635
Optimum Investment Advisors
Illinois
$1.02M
WDL
636
Well Done LLC
Michigan
$1.02M +$172K +1,193 +21%
RC
637
Roundview Capital
New Jersey
$1.02M -$144 -1 -0%
CBT
638
CoreFirst Bank & Trust
Kansas
$1.02M
HL
639
HeadInvest LLC
Maine
$1.02M +$161K +1,120 +19%
CFA
640
Carroll Financial Associates
North Carolina
$1.02M -$21.9K -152 -2%
SWM
641
SeaCrest Wealth Management
New York
$1.02M +$18.3K +127 +2%
SFI
642
SPC Financial Inc
Maryland
$1.01M -$50.4K -350 -5%
DIP
643
DT Investment Partners
Pennsylvania
$1.01M +$65.3K +453 +7%
NB
644
Northwest Bancshares
Pennsylvania
$1M -$6.34K -44 -0.6%
DBRC
645
D.B. Root & Company
Pennsylvania
$1M -$1.15K -8 -0.1%
PFC
646
Phocas Financial Corp
California
$995K
RWM
647
Ritholtz Wealth Management
New York
$991K +$139K +964 +17%
VI
648
Vestcor Inc
New Brunswick, Canada
$990K -$107K -741 -10%
Luther King Capital Management (LKCM)
649
Luther King Capital Management (LKCM)
Texas
$989K -$14.6K -101 -1%
FB
650
Fulton Bank
Pennsylvania
$982K +$96.7K +671 +11%