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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
726
Orion Portfolio Solutions
Nebraska
$87K +$82.2K +1,478 New
CT
727
Caldwell Trust
Florida
$84.6K +$80.1K +1,440 New
WTC
728
WhitTier Trust Company
Nevada
$83K +$18.5K +333 +31%
CWA
729
Carolina Wealth Advisors
South Carolina
$83K +$78.4K +1,410 New
ATC
730
Adirondack Trust Company
New York
$81K +$54.7K +984 +244%
HWA
731
Heritage Wealth Advisors
Virginia
$80.5K – – –
CDIA
732
Capital Directions Investment Advisors
Georgia
$80K – – –
TF
733
Tompkins Financial
New York
$80K +$57.9K +1,040 +325%
FMII
734
Farmers & Merchants Investments Inc
Nebraska
$77K – – –
PA
735
Procyon Advisors
Connecticut
$77K +$73.3K +1,317 New
VCP
736
Verus Capital Partners
Arizona
$76K +$72.1K +1,297 New
AWM
737
Atticus Wealth Management
Florida
$75K +$70.9K +1,275 New
VNA
738
Valley National Advisers
Pennsylvania
$74K +$4.78K +86 +7%
BWM
739
BerganKDV Wealth Management
Minnesota
$73K +$2.28K +41 +3%
FGAM
740
Financial Gravity Asset Management
Texas
$72K -$445 -8 -1%
THWM
741
Taylor Hoffman Wealth Management
Virginia
$70K – – –
SMFS
742
Squar Milner Financial Services
California
$70K +$66.4K +1,194 New
WB
743
Webster Bank
Connecticut
$67K – – –
SC
744
Sawyer & Company
Massachusetts
$66K – – –
Chevy Chase Trust
745
Chevy Chase Trust
Maryland
$66K +$62.2K +1,119 New
TPWA
746
TRUE Private Wealth Advisors
Oregon
$66K +$62.6K +1,125 New
EWM
747
EPG Wealth Management
Georgia
$64K +$60.4K +1,085 New
BAM
748
Bellevue Asset Management
Washington
$64K +$60.7K +1,092 New
PW
749
Price Wealth
Texas
$62K – – –
CIM
750
Contravisory Investment Management
Massachusetts
$61K -$834 -15 -1%