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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
701
Pinion Investment Advisors
Kansas
$541K -$45.1K -718 -8%
HI
702
Hendershot Investments
Virginia
$528K +$530K +8,451 New
AWA
703
Arete Wealth Advisors
Illinois
$527K +$91.8K +1,463 +21%
FFS
704
Founders Financial Securities
Maryland
$526K -$14.4K -230 -3%
KOCAA
705
Knights of Columbus Asset Advisors
Connecticut
$525K +$4.21K +67 +0.8%
GVAG
706
Great Valley Advisor Group
Delaware
$519K -$2.89K -46 -0.6%
FPWM
707
FSB Premier Wealth Management
Iowa
$512K -$84.8K -1,351 -14%
WB
708
WesBanco Bank
West Virginia
$511K +$151K +2,413 +42%
DPIM
709
Duff & Phelps Investment Management
Illinois
$508K -$10.5K -167 -2%
IFWM
710
Institute for Wealth Management
Colorado
$506K +$11.7K +186 +2%
ITIM
711
Indiana Trust & Investment Management
Indiana
$501K – – –
CCG
712
Ceeto Capital Group
Florida
$500K – – –
TSS
713
Two Sigma Securities
New York
$500K +$503K +8,009 New
CCM
714
Covington Capital Management
California
$494K +$185K +2,949 +47%
Brown Advisory
715
Brown Advisory
Maryland
$493K -$8.22K -131 -2%
RCM
716
Raleigh Capital Management
North Carolina
$493K +$496K +7,907 New
QPWM
717
Quadrant Private Wealth Management
Pennsylvania
$490K – – –
NB
718
NBT Bank
New York
$487K -$1.63K -26 -0.3%
BIC
719
Beach Investment Counsel
Pennsylvania
$487K – – –
VDI
720
Vaughan David Investments
Illinois
$486K -$753 -12 -0.2%
Lido Advisors
721
Lido Advisors
California
$482K -$16.8K -267 -3%
WF
722
Welch & Forbes
Massachusetts
$480K -$17.4K -278 -3%
GLA
723
Good Life Advisors
Pennsylvania
$480K -$13.8K -220 -3%
UIA
724
UBP Investment Advisors
Switzerland
$480K +$6.9K +110 +1%
AL
725
Arnhold LLC
New York
$475K -$201K -3,200 -30%