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Name Holding Trade Value Shares
Change
Change in
Stake
PK
151
Pflug Koory
Nebraska
$58K
WTA
152
Washington Trust Advisors
Massachusetts
$57K +$54.8K +246 New
ACM
153
Aquatic Capital Management
Illinois
$46K +$44.6K +200 New
CCM
154
Copeland Capital Management
Pennsylvania
$35K +$223 +1 +0.7%
UFF
155
USA Financial Formulas
Michigan
$33K +$31.9K +143 New
FHA
156
First Horizon Advisors
Tennessee
$30K
LWCFA
157
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
S
158
SignatureFD
Georgia
$29K +$223 +1 +0.8%
QCG
159
Quadrant Capital Group
Ohio
$28K -$4.9K -22 -15%
HS
160
Horan Securities
United States
$25K +$24.5K +110 New
CCM
161
Covington Capital Management
California
$23K
OIA
162
Optimum Investment Advisors
Illinois
$23K
CWS
163
Confluence Wealth Services
Pennsylvania
$23K +$22.3K +100 New
ST
164
Sageworth Trust
Pennsylvania
$22K -$70.9K -318 -77%
LSA
165
Leonteq Securities AG
Switzerland
$18.7K -$2.01K -9 -10%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$17K +$14.5K +65 +650%
CWM
167
Curi Wealth Management
North Carolina
$14K +$14.5K +65 New
Bessemer Group
168
Bessemer Group
New Jersey
$11K
FCA
169
FinTrust Capital Advisors
South Carolina
$10K -$40.8K -183 -81%
CCA
170
Column Capital Advisors
Indiana
$10K
PFBT
171
Parkside Financial Bank & Trust
Missouri
$10K +$9.81K +44 New
SMG
172
Spectrum Management Group
Indiana
$10K +$10K +45 New
LC
173
Lindbrook Capital
California
$9K -$1.34K -6 -14%
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$9K +$8.91K +40 New
PCG
175
Private Capital Group
Connecticut
$8K +$6.02K +27 +386%