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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
851
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$523K – – –
EWA
852
EverSource Wealth Advisors
Alabama
$522K +$119K +2,655 +31%
PF
853
Phoenix Financial
Israel
$522K +$87.7K +1,955 +21%
PA
854
Pinnacle Associates
New York
$522K -$5.61K -125 -1%
BST
855
Bath Savings Trust
Maine
$521K – – –
CCS
856
Concentric Capital Strategies
Connecticut
$516K -$5.51M -122,862 -92%
HP
857
Haven Private
Florida
$514K +$2.11K +47 +0.4%
GIM
858
Goelzer Investment Management
Indiana
$511K +$3.37K +75 +0.7%
NPF
859
Norris Perne & French
Michigan
$508K -$18M -401,365 -97%
FWA
860
Fulcrum Wealth Advisors
Washington
$507K +$1.71K +38 +0.3%
MT
861
Midwest Trust
Kansas
$507K -$24K -534 -5%
DSC
862
Duncker Streett & Co
Missouri
$504K – – –
CI
863
Cigna Investments
Connecticut
$503K -$10.5K -234 -2%
CNC
864
Canandaigua National Corp
New York
$502K +$486K +10,828 New
PFS
865
Prospera Financial Services
Texas
$502K +$109K +2,434 +29%
IG
866
ING Group
Netherlands
$502K +$486K +10,821 New
WTC
867
WhitTier Trust Company
Nevada
$502K -$52.5K -1,170 -10%
MC
868
Miramar Capital
Illinois
$501K – – –
SAI
869
Savvy Advisors Inc
New York
$500K +$21.6K +482 +5%
BA
870
Bellwether Advisors
Nebraska
$499K -$48.7K -1,086 -9%
SFG
871
SNS Financial Group
Minnesota
$498K -$39.2K -874 -8%
CWA
872
Carolina Wealth Advisors
South Carolina
$494K -$8.22M -183,251 -95%
CPW
873
Cove Private Wealth
New York
$494K +$478K +10,645 New
PVI
874
Pine Valley Investments
New Jersey
$493K +$3.46K +77 +0.7%
IIC
875
Integrated Investment Consultants
Michigan
$492K – – –