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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1101
Indiana Trust & Investment Management
Indiana
$273K -$24.5K -116 -6%
SVWAG
1102
Sound View Wealth Advisors Group
Georgia
$272K -$246K -1,164 -39%
IWA
1103
IVC Wealth Advisors
Pennsylvania
$269K -$34.6K -164 -8%
FAIM
1104
Financial Advocates Investment Management
Washington
$268K -$71.8K -340 -16%
CAM
1105
Costello Asset Management
Pennsylvania
$268K +$211 +1 +0.1%
SCM
1106
Salem Capital Management
Massachusetts
$267K – – –
PPW
1107
Pasadena Private Wealth
California
$267K +$13.7K +65 +4%
RWP
1108
RWA Wealth Partners
Massachusetts
$267K +$42.2K +200 +13%
PCA
1109
Personal Capital Advisors
California
$267K +$65.8K +312 +21%
FNBT
1110
FineMark National Bank & Trust
Florida
$266K -$47.3K -224 -11%
LIA
1111
LBMC Investment Advisors
Tennessee
$266K +$148K +700 +64%
WAM
1112
WNY Asset Management
New York
$264K +$4.43K +21 +1%
LSA
1113
Lion Street Advisors
Texas
$264K +$21.1K +100 +6%
NFG
1114
Norris Financial Group
South Carolina
$263K -$14.4K -68 -4%
CFS
1115
CRA Financial Services
New Jersey
$263K -$50.4K -239 -12%
RSWM
1116
Robertson Stephens Wealth Management
California
$263K -$6.75K -32 -2%
IFG
1117
Independent Financial Group
California
$262K +$51.1K +242 +16%
GCM
1118
Gables Capital Management
Florida
$262K – – –
GI
1119
GAMCO Investors
Connecticut
$261K -$109K -516 -23%
TNB
1120
Thomasville National Bank
Georgia
$261K -$11.8K -56 -3%
DA
1121
DCM Advisors
New York
$261K -$36.1K -171 -9%
CCM
1122
Crew Capital Management
Ohio
$260K – – –
GIA
1123
Gladstone Institutional Advisory
Florida
$260K +$39.7K +188 +12%
AWM
1124
Aberdeen Wealth Management
Illinois
$256K – – –
NB
1125
Nicolet Bankshares
Wisconsin
$256K +$7.39K +35 +2%