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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1226
Westhampton Capital
North Carolina
$863K -$109K -872 -12%
BTW
1227
Boston Trust Walden
Massachusetts
$861K -$73.2K -584 -8%
FFA
1228
Founders Financial Alliance
North Carolina
$859K -$32.4K -258 -4%
MW
1229
Marcum Wealth
Ohio
$858K -$104K -830 -11%
RPC
1230
Rossmore Private Capital
Connecticut
$858K -$26.8K -214 -3%
HT
1231
HighTower Trust
Texas
$858K +$806K +6,423 New
OIA
1232
OneDigital Investment Advisors
Kansas
$857K +$80.6K +643 +11%
PWP
1233
Perfromance Wealth Partners
Illinois
$857K +$805K +6,415 New
IP
1234
Investment Partners
Ohio
$856K +$213K +1,700 +36%
GA
1235
Greytown Advisors
Florida
$855K -$269K -2,148 -25%
S
1236
SignatureFD
Georgia
$854K +$81.3K +648 +11%
WFG
1237
Wills Financial Group
Virginia
$853K -$36.9K -294 -4%
CAC
1238
Certified Advisory Corp
Florida
$851K -$34.5K -275 -4%
MFG
1239
Merit Financial Group
Georgia
$849K -$37.1K -296 -4%
LOAMS
1240
Lombard Odier Asset Management (Switzerland)
Switzerland
$844K +$792K +6,311 New
CCA
1241
Checchi Capital Advisers
California
$843K -$153K -1,216 -16%
RFG
1242
Range Financial Group
Oregon
$840K -$20.2K -161 -2%
PWW
1243
Pettyjohn Wood & White
Virginia
$834K +$6.02K +48 +0.8%
GC
1244
Gratus Capital
Georgia
$834K +$47.2K +376 +6%
DHGWA
1245
Dixon Hughes Goodman Wealth Advisors
North Carolina
$834K +$783K +6,243 New
RBC
1246
Roble Belko & Company
Pennsylvania
$832K -$316K -2,516 -29%
TAM
1247
Todd Asset Management
Kentucky
$831K -$35.9K -286 -4%
DI
1248
Diligent Investors
California
$830K +$779K +6,210 New
CT
1249
Coastline Trust
Rhode Island
$828K -$35.7K -285 -4%
SC
1250
Sawyer & Company
Massachusetts
$827K -$35.6K -284 -4%