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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
AmeriServ Wealth Advisors
Pennsylvania
$758K -$20.9K -613 -3%
WAM
527
Wealthspire Advisors (Maryland)
Maryland
$758K +$3.81K +112 +0.5%
CPA
528
Court Place Advisors
Maryland
$757K +$341 +10 +0%
SICM
529
Sustainable Insight Capital Management
New York
$757K +$721K +21,170 New
TA
530
TCG Advisors
Texas
$741K +$66.2K +1,943 +10%
AT
531
Arden Trust
Delaware
$738K -$35.1K -1,031 -5%
IRF
532
IBM Retirement Fund
New York
$733K
IRC
533
Investors Research Corp
Georgia
$729K
SWP
534
Stratos Wealth Partners
Ohio
$723K -$9.81K -288 -1%
MA
535
MUFG Americas
New York
$719K -$497K -14,602 -42%
WA
536
WBH Advisory
Maryland
$717K -$443 -13 -0.1%
MAFM
537
Mid Atlantic Financial Management
Pennsylvania
$717K +$63K +1,850 +10%
DWT
538
Dorsey & Whitney Trust
South Dakota
$715K -$1.7K -50 -0.2%
DIM
539
DC Investments Management
Virginia
$711K
KeyBank National Association
540
KeyBank National Association
Ohio
$708K -$79.4K -2,332 -11%
GWM
541
Geneos Wealth Management
Colorado
$698K +$8.34K +245 +1%
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$694K +$15.7K +460 +2%
BDS
543
Banco de Sabadell
Florida
$686K +$654K +19,195 New
SCA
544
Stonebridge Capital Advisors
Minnesota
$683K +$651K +19,115 New
VFA
545
Voya Financial Advisors
Connecticut
$666K +$35.6K +1,046 +6%
CIA
546
CCM Investment Advisers
South Carolina
$662K -$479K -14,070 -43%
HIS
547
Horizon Investment Services
Indiana
$657K +$625K +18,366 New
CA
548
Cornerstone Advisory
Maryland
$654K +$363K +10,667 +140%
FBA
549
Front Barnett Associates
Illinois
$643K -$28.6K -841 -4%
NB
550
Northwest Bancshares
Pennsylvania
$643K -$4.8K -141 -0.8%