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Name Holding Trade Value Shares
Change
Change in
Stake
WS
601
Wedbush Securities
California
$351K +$22.9K +799 +7%
CK
602
Cohen Klingenstein
New York
$349K
UF
603
Univest Financial
Pennsylvania
$347K -$10.2K -356 -3%
KFC
604
Klingenstein Fields & Co
New York
$345K
ACS
605
Archford Capital Strategies
Illinois
$344K +$324K +11,334 New
NB
606
NBT Bank
New York
$343K -$47.8K -1,669 -13%
MA
607
Mutual Advisors
Nebraska
$343K +$20.7K +722 +7%
SC
608
Scotia Capital
Ontario, Canada
$343K +$32.2K +1,125 +10%
PAS
609
Park Avenue Securities
New York
$342K +$50K +1,748 +19%
FPS
610
Fieldpoint Private Securities
Connecticut
$337K +$17.1K +596 +6%
S
611
SignatureFD
Georgia
$337K +$65.2K +2,278 +26%
MWPCG
612
Measured Wealth Private Client Group
New Hampshire
$331K +$312K +10,909 New
HTC
613
Haverford Trust Company
Pennsylvania
$321K -$36.9K -1,290 -11%
WSFS
614
Wilmington Savings Fund Society
Delaware
$320K
HI
615
Harrington Investments
California
$319K
PCMC
616
Paragon Capital Management (Colorado)
Colorado
$319K
EFS
617
Essex Financial Services
Connecticut
$313K
BWAM
618
Boyd Watterson Asset Management
Ohio
$312K -$397K -13,874 -57%
CBU
619
CIBC Bank USA
Illinois
$308K -$12.1K -421 -4%
SLF
620
Sun Life Financial
Ontario, Canada
$308K +$276K +9,656 +1,955%
DWM
621
Doyle Wealth Management
Florida
$306K +$7.9K +276 +3%
WT
622
Whittier Trust
California
$302K -$3.81K -133 -1%
SP
623
Successful Portfolios
Florida
$299K -$4.47K -156 -2%
CBA
624
Coastal Bridge Advisors
Connecticut
$297K
SW
625
SVB Wealth
Massachusetts
$297K +$9.02K +315 +3%