Name Holding Trade Value Shares
Change
Change in
Stake
PSB
626
Passumpsic Savings Bank
Vermont
$355K +$358K +1,623 New
TWP
627
Tempus Wealth Planning
California
$353K +$29.1K +132 +9%
IIM
628
Ipswich Investment Management
Massachusetts
$352K – – –
MAM
629
Meeder Asset Management
Ohio
$349K +$352K +1,598 New
OIA
630
OneDigital Investment Advisors
Kansas
$349K -$18.1K -82 -5%
GWCM
631
Godshalk Welsh Capital Management
Pennsylvania
$345K +$5.51K +25 +2%
SP
632
Symmetry Partners
Connecticut
$345K – – –
AC
633
Abbrea Capital
California
$342K +$345K +1,567 New
HKIMG
634
Hutchens & Kramer Investment Management Group
Indiana
$335K – – –
WS
635
Wedbush Securities
California
$333K +$335K +1,523 New
CTC
636
Central Trust Company
Missouri
$331K -$7.71K -35 -2%
LC
637
Lindbrook Capital
California
$325K +$119K +540 +57%
ACM
638
Advisors Capital Management
New Jersey
$320K +$3.08K +14 +1%
SQA
639
Simon Quick Advisors
New Jersey
$320K +$322K +1,464 New
PWW
640
Pettyjohn Wood & White
Virginia
$318K – – –
MHIC
641
Marble Harbor Investment Counsel
Massachusetts
$316K +$63.2K +287 +25%
CCT
642
Chemung Canal Trust
New York
$313K – – –
HC
643
Hara Capital
Washington
$312K – – –
EI
644
Ethic Inc
New York
$310K +$37.4K +170 +14%
FAM
645
Formidable Asset Management
Ohio
$309K -$131K -594 -30%
FB
646
Fulton Bank
Pennsylvania
$308K +$8.15K +37 +3%
TPI
647
Trust Point Inc
Wisconsin
$306K -$1.54K -7 -0.5%
TCA
648
Transcend Capital Advisors
New Jersey
$305K +$20K +91 +7%
NWM
649
Northcape Wealth Management
New York
$302K – – –
Capstone Investment Advisors
650
Capstone Investment Advisors
New York
$302K +$304K +1,381 New