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Name Holding Trade Value Shares
Change
Change in
Stake
PP
526
Prudential plc
United Kingdom
$838K -$34.1K -114 -4%
CPA
527
Capital Planning Advisors
California
$836K -$590K -1,971 -39%
SCA
528
Spearhead Capital Advisors
Florida
$836K +$920K +3,074 New
HPC
529
HM Payson & Co
Maine
$819K -$8.68K -29 -1%
WTA
530
Washington Trust Advisors
Massachusetts
$819K -$1.2K -4 -0.1%
UB
531
UMB Bank
Missouri
$815K -$37.4K -125 -4%
MAM
532
Mystic Asset Management
Rhode Island
$815K
SS
533
Simplicity Solutions
Minnesota
$794K +$148K +495 +20%
TSWM
534
Triangle Securities Wealth Management
North Carolina
$793K +$358K +1,196 +70%
S
535
SignatureFD
Georgia
$790K -$118K -393 -12%
RE
536
RBC Europe
United Kingdom
$789K
RC
537
RegentAtlantic Capital
New Jersey
$788K +$115K +385 +15%
BG
538
Bahl & Gaynor
Ohio
$779K
RB
539
Rodgers Brothers
Pennsylvania
$778K
ST
540
Smithfield Trust
Pennsylvania
$769K
AWM
541
Apollon Wealth Management
South Carolina
$760K +$46.7K +156 +6%
EWM
542
Evermay Wealth Management
Virginia
$746K
EIP
543
Epoch Investment Partners
New York
$740K
HI
544
Human Investing
Oregon
$737K -$78.4K -262 -9%
MSAM
545
Moloney Securities Asset Management
Missouri
$736K -$26.9K -90 -3%
ACM
546
AlphaCrest Capital Management
New York
$732K +$359K +1,201 +80%
CAL
547
Capital Analysts LLC
Pennsylvania
$728K +$7.48K +25 +0.9%
ECM
548
Element Capital Management
New York
$720K +$264K +883 +50%
BC
549
Bartlett & Co
Ohio
$711K +$19.1K +64 +3%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$711K +$19.1K +64 +3%