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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
551
Perigon Wealth Management
California
$549K -$30.3K -721 -5%
WMA
552
Wealth Management Associates
New Jersey
$548K
Verition Fund Management
553
Verition Fund Management
Connecticut
$544K +$304K +7,242 +116%
SC
554
Savant Capital
Illinois
$543K -$1.22K -29 -0.2%
DADC
555
D.A. Davidson & Co
Montana
$541K -$48.4K -1,152 -8%
SCM
556
Seascape Capital Management
New Hampshire
$541K +$68.4K +1,628 +14%
NFGCM
557
Norman Fields Gottscho Capital Management
New York
$538K
HCM
558
Hengehold Capital Management
Ohio
$538K +$420 +10 +0.1%
PA
559
Profund Advisors
Maryland
$536K -$177K -4,205 -24%
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$532K
PNC
561
Park National Corp
Ohio
$526K -$90.3K -2,150 -14%
CFG
562
Citizens Financial Group
Rhode Island
$526K +$92.8K +2,210 +20%
FA
563
FDx Advisors
Illinois
$525K -$8.02K -191 -1%
WDG
564
Wealth Dimensions Group
Ohio
$525K +$6.93K +165 +1%
Bessemer Group
565
Bessemer Group
New Jersey
$525K +$34.4K +819 +7%
RBFC
566
Roman Butler Fullerton & Co
Missouri
$518K
HI
567
Horizon Investments
North Carolina
$516K -$237K -5,646 -31%
CAGAS
568
Capital Advisory Group Advisory Services
Minnesota
$515K -$2.06K -49 -0.4%
AWM
569
AE Wealth Management
Kansas
$512K +$49.4K +1,177 +10%
TI
570
Truepoint Inc
Ohio
$509K +$216K +5,145 +69%
Rockefeller Capital Management
571
Rockefeller Capital Management
New York
$501K +$353K +8,407 +210%
William Blair & Company
572
William Blair & Company
Illinois
$492K +$38K +904 +8%
AWA
573
AmeriServ Wealth Advisors
Pennsylvania
$491K
PDN
574
Pensionfund DSM Netherlands
Netherlands
$485K -$3.06M -73,000 -86%
BRWA
575
B. Riley Wealth Advisors
Florida
$485K +$43.5K +1,037 +9%