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Name Holding Trade Value Shares
Change
Change in
Stake
QAM
676
QCI Asset Management
New York
$122K +$16.5K +150 +16%
ARMT
677
Amica Retiree Medical Trust
Rhode Island
$118K – – –
AIM
678
Advantage Investment Management
Iowa
$117K – – –
PCG
679
Private Capital Group
Connecticut
$115K +$112K +1,017 New
SNT
680
Security National Trust
West Virginia
$114K -$3.52K -32 -3%
AIM
681
Arcadia Investment Management
Michigan
$114K – – –
TL
682
TrueWealth LLC
Georgia
$114K +$110K +1,000 New
SFG
683
Sage Financial Group
Pennsylvania
$110K – – –
CA
684
Calton & Associates
Florida
$108K +$107K +977 New
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
WEC
686
Winslow Evans & Crocker
Massachusetts
$95.9K – – –
AOWM
687
Alpha Omega Wealth Management
Virginia
$95K – – –
AWM
688
Aevitas Wealth Management
Massachusetts
$93K +$90.5K +823 New
EA
689
Edge Advisors
Georgia
$92K – – –
PI
690
PineBridge Investments
New York
$92K +$59.7K +543 +208%
KTC
691
Kistler-Tiffany Companies
Pennsylvania
$91K – – –
RFA
692
Reilly Financial Advisors
California
$91K – – –
MAM
693
Meeder Asset Management
Ohio
$90K +$87.4K +794 New
JWA
694
JFS Wealth Advisors
Pennsylvania
$86K +$41.3K +375 +98%
MCM
695
MV Capital Management
Maryland
$85K – – –
MUS
696
Mitsubishi UFJ Securities
Japan
$85K +$55K +500 +200%
TWA
697
TCI Wealth Advisors
Arizona
$84K +$4.51K +41 +6%
VCM
698
Versant Capital Management
Arizona
$83K +$22K +200 +37%
OFW
699
Omnia Family Wealth
Florida
$81K +$7.26K +66 +10%
SWM
700
SeaCrest Wealth Management
New York
$78K +$76K +691 New