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Name Holding Trade Value Shares
Change
Change in
Stake
HP
726
Havemeyer Place
Connecticut
$403K -$204K -4,375 -35%
CK
727
Cohen Klingenstein
New York
$402K
LAM
728
LOM Asset Management
$402K
VRS
729
Virginia Retirement Systems
Virginia
$402K +$381K +8,200 New
TPI
730
Trust Point Inc
Wisconsin
$401K +$28.6K +615 +8%
CWS
731
Confluence Wealth Services
Pennsylvania
$400K -$7.72K -166 -2%
AOWM
732
Alpha Omega Wealth Management
Virginia
$399K
VCM
733
Versant Capital Management
Arizona
$397K +$120K +2,573 +47%
KWA
734
Kingswood Wealth Advisors
California
$396K +$6.56K +141 +2%
FNBTCON
735
First National Bank & Trust Co of Newtown
Pennsylvania
$396K
PCA
736
Providence Capital Advisors
North Carolina
$395K
CAG
737
Csenge Advisory Group
Florida
$395K +$93.3K +2,005 +33%
OL
738
Optas LLC
Texas
$394K -$977 -21 -0.3%
C
739
Certuity
Florida
$393K +$94K +2,021 +34%
WHRC
740
W.H. Reaves & Co
New Jersey
$392K
Financial Engines Advisors
741
Financial Engines Advisors
California
$389K -$26.9K -579 -7%
VC
742
Veery Capital
Delaware
$386K
IA
743
Insight Advisors
Pennsylvania
$384K -$465 -10 -0.1%
LFAS
744
Level Four Advisory Services
Texas
$383K +$10.4K +223 +3%
HI
745
Hendershot Investments
Virginia
$382K
MFGM
746
Marshall Financial Group (Maryland)
Maryland
$382K
AO
747
Advisor OS
Illinois
$379K +$360K +7,734 New
VWA
748
VSM Wealth Advisory
Maryland
$378K +$25.7K +552 +8%
ESB
749
Essex Savings Bank
Connecticut
$377K -$279 -6 -0.1%
AWM
750
Aprio Wealth Management
Georgia
$377K +$99.5K +2,140 +39%