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Name Holding Trade Value Shares
Change
Change in
Stake
CIEC
1451
Crédit Industriel et Commercial
France
$529K +$167K +232 +43%
PCS
1452
Private Client Services
Kentucky
$529K +$2.88K +4 +0.5%
NAMNJ
1453
NorthStar Asset Management (New Jersey)
New Jersey
$529K
AIM
1454
Acropolis Investment Management
Missouri
$527K +$163K +226 +51%
AF
1455
Arrow Financial
New York
$524K +$13K +18 +2%
WTB
1456
Washington Trust Bank
Washington
$524K -$6.49K -9 -1%
NFG
1457
Nations Financial Group
Iowa
$524K +$30.3K +42 +6%
BWA
1458
BlueSky Wealth Advisors
North Carolina
$523K -$1.44K -2 -0.3%
FSA
1459
Fort Sheridan Advisors
Illinois
$520K +$28.8K +40 +6%
II
1460
Impact Investors
California
$518K +$13K +18 +2%
SS
1461
SBI Securities
Japan
$516K +$55.5K +77 +11%
CCFM
1462
Clear Creek Financial Management
Washington
$515K -$27.4K -38 -5%
OL
1463
OneFund LLC
Florida
$514K +$21.6K +30 +4%
MSR
1464
Main Street Research
Connecticut
$513K +$26.7K +37 +5%
RCA
1465
Resonant Capital Advisors
Wisconsin
$513K -$18.7K -26 -3%
GCP
1466
Gill Capital Partners
Colorado
$512K -$2.16K -3 -0.4%
CWA
1467
Canvas Wealth Advisors
Kansas
$511K +$10.1K +14 +2%
AAMU
1468
AEGON Asset Management (UK)
United Kingdom
$511K +$539K +748 New
OWP
1469
Obermeyer Wealth Partners
Colorado
$510K +$16.6K +23 +3%
OFS
1470
Orrstown Financial Services
Pennsylvania
$509K +$123K +171 +30%
FWP
1471
Fiduciary Wealth Partners
Massachusetts
$509K -$55.5K -77 -9%
CA
1472
Crewe Advisors
Utah
$509K -$6.49K -9 -1%
WAG
1473
Winthrop Advisory Group
Massachusetts
$508K +$70.6K +98 +15%
RZH
1474
Relyea Zuckerberg Hanson
Connecticut
$504K -$13.7K -19 -3%
VFA
1475
Voya Financial Advisors
Connecticut
$500K -$44.7K -62 -8%