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Name Holding Trade Value Shares
Change
Change in
Stake
RE
676
RBC Europe
United Kingdom
$107K – – –
OWD
677
Osborn Williams & Donohoe
Ohio
$106K +$104K +2,076 New
LWM
678
Liberty Wealth Management
California
$101K +$4.9K +98 +5%
ARMT
679
Amica Retiree Medical Trust
Rhode Island
$100K – – –
JCM
680
Jacobi Capital Management
Pennsylvania
$99K +$16.2K +325 +21%
JWA
681
JFS Wealth Advisors
Pennsylvania
$96K -$2.25K -45 -2%
BWM
682
BerganKDV Wealth Management
Minnesota
$96K – – –
FHB
683
First Hawaiian Bank
Hawaii
$94K +$800 +16 +0.9%
CHP
684
Cable Hill Partners
Oregon
$93K -$3.6K -72 -4%
CMO
685
Covenant Multifamily Offices
Texas
$91K +$87K +1,742 New
ST
686
Smithfield Trust
Pennsylvania
$89K – – –
GEA
687
Glen Eagle Advisors
New Jersey
$88K +$100 +2 +0.1%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$87K – – –
SIS
689
Sound Income Strategies
Florida
$87K – – –
AIS
690
Accurate Investment Solutions
Pennsylvania
$87K +$50 +1 +0.1%
BIMC
691
Benson Investment Management Company
Virginia
$86K – – –
BBA
692
Braun-Bostich & Associates
Pennsylvania
$81K – – –
EWM
693
Edge Wealth Management
New York
$80K – – –
OIA
694
OneDigital Investment Advisors
Kansas
$72K -$34.3K -686 -33%
HWA
695
Heritage Wealth Advisors
Virginia
$71.6K +$46.9K +939 +218%
RBC
696
Roble Belko & Company
Pennsylvania
$70K – – –
CAW
697
Cornerstone Advisors (Washington)
Washington
$70K +$38.6K +773 +134%
CI
698
CX Institutional
Indiana
$70K +$66.7K +1,334 New
AIM
699
Advantage Investment Management
Iowa
$69K – – –
FNC
700
First National Corp
Massachusetts
$69K – – –