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Name Holding Trade Value Shares
Change
Change in
Stake
WF
526
Welch & Forbes
Massachusetts
$696K
CFB
527
Cullen/Frost Bankers
Texas
$693K +$57.8K +327 +9%
BBVA
528
Banco Bilbao Vizcaya Argentaria
Spain
$686K +$42.9K +243 +6%
AWE
529
Avidian Wealth Enterprises
Texas
$683K +$22.1K +125 +3%
EAM
530
Erste Asset Management
Austria
$682K -$883K -4,998 -55%
FAM
531
Formidable Asset Management
Ohio
$682K
GFA
532
Gifford Fong Associates
California
$677K
PWS
533
Private Wealth Strategies
Ohio
$677K
QOP
534
Quinn Opportunity Partners
Virginia
$677K
MAM
535
Marquette Asset Management
Minnesota
$677K +$707K +4,000 New
VFIC
536
Valley Forge Investment Consultants
Pennsylvania
$674K -$5.3K -30 -0.7%
SWP
537
Stratos Wealth Partners
Ohio
$672K +$90.5K +512 +15%
Vanguard Personalized Indexing Management
538
Vanguard Personalized Indexing Management
California
$672K +$182K +1,029 +35%
IIM
539
Ipswich Investment Management
Massachusetts
$671K -$81.3K -460 -10%
IA
540
Insight Advisors
Pennsylvania
$664K +$35.3K +200 +6%
BS
541
Boenning & Scattergood
Pennsylvania
$663K -$17.7K -100 -2%
SSWM
542
Smith Salley Wealth Management
North Carolina
$659K +$55.7K +315 +9%
OQS
543
Occudo Quantitative Strategies
Florida
$655K +$683K +3,868 New
HI
544
Harbour Investments
Wisconsin
$647K +$11.1K +63 +2%
QCM
545
Quantinno Capital Management
New York
$645K +$10.8K +61 +2%
Twin Tree Management
546
Twin Tree Management
Texas
$644K +$305K +1,725 +83%
NAMP
547
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$643K
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$640K -$4.95K -28 -0.7%
LA
549
Latitude Advisors
Florida
$640K +$351K +1,987 +111%
HL
550
HeadInvest LLC
Maine
$639K