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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
551
D.B. Root & Company
Pennsylvania
$304K -$4.79K -68 -1%
FWIA
552
Fort Washington Investment Advisors
Ohio
$303K – – –
EFS
553
Essex Financial Services
Connecticut
$302K +$11.4K +162 +4%
PCM
554
Penserra Capital Management
California
$301K +$9.73K +138 +3%
SC
555
Syon Capital
California
$300K +$12.5K +178 +4%
AWP
556
Ascent Wealth Partners
New York
$296K -$51.1K -725 -14%
WPC
557
Wedmont Private Capital
Pennsylvania
$294K -$5.85K -83 -2%
CI
558
CX Institutional
Indiana
$289K -$846 -12 -0.3%
MYIA
559
Mount Yale Investment Advisors
Colorado
$287K +$4.93K +70 +2%
TC
560
TownSquare Capital
Utah
$285K -$6.13K -87 -2%
ATWA
561
Arbor Trust Wealth Advisors
Michigan
$285K -$21.1K -300 -7%
FW
562
Fidato Wealth
Ohio
$285K – – –
CAM
563
Columbia Asset Management
Michigan
$283K -$52.9K -750 -15%
SIC
564
SJS Investment Consulting
Ohio
$282K – – –
SLAM
565
Swiss Life Asset Management
$279K -$98.4K -1,396 -25%
BIG
566
Brooklyn Investment Group
New York
$275K – – –
HWM
567
HB Wealth Management
Georgia
$275K +$10K +142 +4%
SI
568
Stephens Inc
Arkansas
$273K -$70 -1 -0%
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$272K +$4.37K +62 +2%
Capstone Investment Advisors
570
Capstone Investment Advisors
New York
$271K -$658K -9,327 -70%
BWA
571
BlueChip Wealth Advisors
Georgia
$267K – – –
BFM
572
Boston Financial Management
Massachusetts
$267K – – –
BTWM
573
Brass Tax Wealth Management
Ohio
$266K +$282K +3,994 New
KeyBank National Association
574
KeyBank National Association
Ohio
$266K -$6.63K -94 -2%
BRM
575
Boston Research & Management
Massachusetts
$266K – – –