Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WMS Partners
Maryland
$284K -$2.96K -20 -1%
FHA
677
First Horizon Advisors
Tennessee
$282K -$1.19K -8 -0.4%
AIC
678
Archer Investment Corporation
Indiana
$282K – – –
CG
679
Colony Group
Massachusetts
$282K +$2.52K +17 +0.9%
SS
680
Simplicity Solutions
Minnesota
$282K +$284K +1,918 New
PTC
681
Private Trust Company
Ohio
$280K -$7.41K -50 -3%
BIM
682
Baldwin Investment Management
Pennsylvania
$279K – – –
NB
683
Northwest Bancshares
Pennsylvania
$277K – – –
KP
684
Keel Point
Alabama
$276K – – –
GD
685
Grandfield & Dodd
New York
$274K – – –
SAM
686
Secure Asset Management
Michigan
$274K +$277K +1,866 New
Twin Tree Management
687
Twin Tree Management
Texas
$273K -$4.44M -29,932 -94%
EI
688
Ethic Inc
New York
$273K +$276K +1,859 New
EFS
689
Essex Financial Services
Connecticut
$272K -$193K -1,300 -41%
FRA
690
Front Row Advisors
California
$272K – – –
FHA
691
Flagship Harbor Advisors
Massachusetts
$271K -$6.38K -43 -2%
Carson Wealth (CWM LLC)
692
Carson Wealth (CWM LLC)
Nebraska
$270K – – –
SCA
693
Snowden Capital Advisors
New York
$267K +$269K +1,817 New
SI
694
Stephens Inc
Arkansas
$267K -$147K -990 -35%
LSAG
695
Lake Street Advisors Group
New Hampshire
$267K -$19.7K -133 -7%
JFA
696
JNBA Financial Advisors
Minnesota
$267K +$3.56K +24 +1%
NAMP
697
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$265K -$356K -2,400 -57%
ESB
698
Essex Savings Bank
Connecticut
$260K – – –
MAFM
699
Mid Atlantic Financial Management
Pennsylvania
$260K +$593 +4 +0.2%
FA
700
Faithward Advisors
Pennsylvania
$257K – – –