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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
801
Ledyard National Bank
$440K
EP
802
Edgestream Partners
New Jersey
$440K +$74.7K +324 +21%
GD
803
Grandfield & Dodd
New York
$439K
FC
804
Forte Capital
New York
$439K +$21.9K +95 +5%
DLA
805
Douglas Lane & Associates
New York
$439K -$40.3K -175 -8%
SAF
806
Smith Anglin Financial
Texas
$438K +$30.2K +131 +7%
SWM
807
Silverlake Wealth Management
Vermont
$434K +$231 +1 +0.1%
HCM
808
Hall Capital Management
Rhode Island
$434K
PWP
809
Principle Wealth Partners
Connecticut
$433K
QCG
810
Quadrant Capital Group
Ohio
$433K +$95.4K +414 +28%
Luther King Capital Management (LKCM)
811
Luther King Capital Management (LKCM)
Texas
$431K
Lido Advisors
812
Lido Advisors
California
$430K +$38.3K +166 +10%
FL
813
Fort LP
Maryland
$430K -$174K -754 -29%
FRA
814
Front Row Advisors
California
$428K
SCA
815
Sippican Capital Advisors
Massachusetts
$428K
WP
816
WMS Partners
Maryland
$427K
CCM
817
Coldstream Capital Management
Washington
$425K +$423K +1,836 New
NIC
818
Northwest Investment Counselors
Oregon
$424K
AFC
819
AFT Forsyth & Company
Florida
$419K
CI
820
Cigna Investments
Connecticut
$419K
SCM
821
Stevens Capital Management
Pennsylvania
$419K +$418K +1,811 New
LNC
822
Lincoln National Corp
Pennsylvania
$419K -$100K -435 -19%
MS
823
Madden Securities
Texas
$417K -$3.46K -15 -0.8%
MCWS
824
McKinley Carter Wealth Services
West Virginia
$417K +$69.2K +300 +20%
SWMG
825
Sanchez Wealth Management Group
Florida
$417K -$23.7K -103 -5%