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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$382K -$6.19K -163 -2%
BS
627
Boenning & Scattergood
Pennsylvania
$381K -$24.7K -651 -6%
MYAM
628
Meiji Yasuda Asset Management
Japan
$379K -$212K -5,590 -35%
SB
629
Simmons Bank
Arkansas
$377K -$55.3K -1,456 -13%
WF
630
Welch & Forbes
Massachusetts
$377K -$24K -633 -6%
NFG
631
Next Financial Group
Texas
$374K +$98.6K +2,597 +35%
CWM
632
Confluence Wealth Management
Oregon
$371K +$298K +7,863 New
CIA
633
Choate Investment Advisors
Massachusetts
$367K – – –
DWT
634
Dorsey & Whitney Trust
South Dakota
$364K +$144K +3,807 +63%
TPWA
635
TRUE Private Wealth Advisors
Oregon
$362K -$128K -3,385 -26%
KA
636
Kintegral Advisory
New York
$361K -$11.8K -312 -3%
AWM
637
Altium Wealth Management
New York
$359K +$9.03K +238 +3%
PFM
638
Premier Fund Managers
United Kingdom
$358K – – –
PA
639
Profund Advisors
Maryland
$357K -$21.1K -556 -5%
PGIM
640
Pacific Global Investment Management
California
$356K -$1.46M -38,357 -80%
OWA
641
One Wealth Advisors
California
$352K -$28.8K -758 -7%
ADL
642
Asset Dedication LLC
California
$352K +$226K +5,947 +165%
NB
643
NBT Bank
New York
$347K -$39.4K -1,039 -10%
SWM
644
SeaCrest Wealth Management
New York
$340K -$7.25K -191 -2%
DPIM
645
Duff & Phelps Investment Management
Illinois
$339K – – –
YWP
646
YorkBridge Wealth Partners
New York
$336K -$3.53K -93 -1%
BIC
647
Beach Investment Counsel
Pennsylvania
$335K -$45.5K -1,200 -12%
FVCM
648
F&V Capital Management
Florida
$333K – – –
ARM
649
Adirondack Research & Management
New York
$329K +$569 +15 +0.2%
CNC
650
Canandaigua National Corp
New York
$323K -$25.4K -670 -7%