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Name Holding Trade Value Shares
Change
Change in
Stake
PK
801
Pflug Koory
Nebraska
$60K +$8.92K +400 +18%
LJHT
802
Laurie J. Hall Trustee
$59K – – –
FPFS
803
First Personal Financial Services
North Carolina
$56K -$101K -4,552 -65%
WT
804
Washington Trust
Rhode Island
$55K +$53.7K +2,407 New
FPS
805
Fieldpoint Private Securities
Connecticut
$53K – – –
NO
806
Ninety One
South Africa
$53K – – –
SFG
807
SevenBridge Financial Group
Pennsylvania
$51K +$959 +43 +2%
FMT
808
First Mercantile Trust
Tennessee
$49K +$48.4K +2,170 New
SFM
809
Signet Financial Management
New Jersey
$48K -$24.2K -1,085 -34%
TCM
810
Tradewinds Capital Management
Washington
$48K – – –
DOA
811
D'Orazio & Associates
Virginia
$46K – – –
LWA
812
Lenox Wealth Advisors
New York
$46K +$35.9K +1,611 +401%
VEA
813
Virtus ETF Advisers
New York
$45K -$2.74K -123 -6%
OIA
814
OneDigital Investment Advisors
Kansas
$45K -$2.27K -102 -5%
OFS
815
Orrstown Financial Services
Pennsylvania
$45K – – –
PO
816
Private Ocean
California
$43K – – –
IWP
817
Icon Wealth Partners
Texas
$40K +$39.3K +1,764 New
OIA
818
Optimum Investment Advisors
Illinois
$38K -$26.5K -1,189 -41%
WA
819
WealthTrust-Arizona
Arizona
$38K +$223 +10 +0.6%
RFA
820
Reilly Financial Advisors
California
$37K – – –
NCM
821
Nelson Capital Management
California
$36K – – –
TAIM
822
TD Ameritrade Investment Management
Nebraska
$36K +$35K +1,571 New
ML
823
McAdam LLC
Pennsylvania
$35K – – –
TL
824
TrueWealth LLC
Georgia
$35K – – –
VNA
825
Valley National Advisers
Pennsylvania
$35K +$45 +2 +0.1%