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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Advantage Investment Management
Iowa
$117K
SNT
677
Security National Trust
West Virginia
$114K -$3.52K -32 -3%
AIM
678
Arcadia Investment Management
Michigan
$114K
TL
679
TrueWealth LLC
Georgia
$114K +$110K +1,000 New
SFG
680
Sage Financial Group
Pennsylvania
$110K
CA
681
Calton & Associates
Florida
$108K +$107K +977 New
LWCFA
682
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K
WEC
683
Winslow Evans & Crocker
Massachusetts
$95.9K
AOWM
684
Alpha Omega Wealth Management
Virginia
$95K
AWM
685
Aevitas Wealth Management
Massachusetts
$93K +$90.5K +823 New
EA
686
Edge Advisors
Georgia
$92K
PI
687
PineBridge Investments
New York
$92K +$59.7K +543 +208%
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$91K
RFA
689
Reilly Financial Advisors
California
$91K
MAM
690
Meeder Asset Management
Ohio
$90K +$87.4K +794 New
JWA
691
JFS Wealth Advisors
Pennsylvania
$86K +$41.3K +375 +98%
MCM
692
MV Capital Management
Maryland
$85K
MUS
693
Mitsubishi UFJ Securities
Japan
$85K +$55K +500 +200%
TWA
694
TCI Wealth Advisors
Arizona
$84K +$4.51K +41 +6%
VCM
695
Versant Capital Management
Arizona
$83K +$22K +200 +37%
OFW
696
Omnia Family Wealth
Florida
$81K +$7.26K +66 +10%
SWM
697
SeaCrest Wealth Management
New York
$78K +$76K +691 New
GRQ
698
Gardner Russo & Quinn
Pennsylvania
$77K +$74.4K +676 New
PFSC
699
Peoples Financial Services Corp
Pennsylvania
$74K
ACPU
700
Arrowgrass Capital Partners (US)
Delaware
$70K -$402K -3,655 -86%