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Name Holding Trade Value Shares
Change
Change in
Stake
BPC
901
Banque Pictet & Cie
Switzerland
$1.75M -$17.5K -125 -1%
TBNY
902
Trustco Bank (New York)
New York
$1.74M -$18.2K -130 -1%
VWM
903
Valley Wealth Managers
New Jersey
$1.74M +$69.6K +498 +4%
TFA
904
Toth Financial Advisory
Virginia
$1.74M -$53.8K -385 -3%
FFA
905
Fragasso Financial Advisors
Pennsylvania
$1.74M +$563K +4,029 +37%
GI
906
GAMCO Investors
Connecticut
$1.73M -$73.1K -523 -4%
SFG
907
Summit Financial Group
West Virginia
$1.73M -$115K -823 -6%
NC
908
NewSquare Capital
Pennsylvania
$1.73M +$167K +1,195 +11%
FNBT
909
FineMark National Bank & Trust
Florida
$1.72M -$3.07M -21,979 -65%
APP
910
Avantax Planning Partners
Iowa
$1.71M +$49.6K +355 +3%
BJL
911
Brighton Jones LLC
Washington
$1.71M +$9.22K +66 +0.6%
PWW
912
Pettyjohn Wood & White
Virginia
$1.71M -$198K -1,417 -11%
WP
913
WMS Partners
Maryland
$1.7M -$40.9K -293 -2%
CIA
914
Choate Investment Advisors
Massachusetts
$1.69M +$56.2K +402 +4%
NFG
915
Next Financial Group
Texas
$1.69M -$691K -4,944 -30%
PP
916
Patten & Patten
Tennessee
$1.68M -$327K -2,338 -17%
DMC
917
Drexel Morgan & Co
Pennsylvania
$1.68M +$26K +186 +2%
HVIA
918
Hudson Valley Investment Advisors
New York
$1.68M -$21.9K -157 -1%
CIA
919
Cascade Investment Advisors
Oregon
$1.67M -$41.4K -296 -2%
CCG
920
Cypress Capital Group
Florida
$1.67M -$8.52K -61 -0.5%
BHBT
921
Burke & Herbert Bank & Trust
Virginia
$1.66M -$76.7K -549 -5%
FNBTCON
922
First National Bank & Trust Co of Newtown
Pennsylvania
$1.66M -$265K -1,900 -14%
AF
923
Allworth Financial
California
$1.66M +$13.7K +98 +0.9%
APA
924
American Portfolios Advisors
New York
$1.66M -$68.2K -488 -4%
HFA
925
High Falls Advisors
New York
$1.66M -$250K -1,788 -14%