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Name Holding Trade Value Shares
Change
Change in
Stake
HI
701
Hendershot Investments
Virginia
$528K +$530K +8,451 New
AWA
702
Arete Wealth Advisors
Illinois
$527K +$91.8K +1,463 +21%
FFS
703
Founders Financial Securities
Maryland
$526K -$14.4K -230 -3%
KOCAA
704
Knights of Columbus Asset Advisors
Connecticut
$525K +$4.21K +67 +0.8%
GVAG
705
Great Valley Advisor Group
Delaware
$519K -$2.89K -46 -0.6%
FPWM
706
FSB Premier Wealth Management
Iowa
$512K -$84.8K -1,351 -14%
WB
707
WesBanco Bank
West Virginia
$511K +$151K +2,413 +42%
DPIM
708
Duff & Phelps Investment Management
Illinois
$508K -$10.5K -167 -2%
IFWM
709
Institute for Wealth Management
Colorado
$506K +$11.7K +186 +2%
ITIM
710
Indiana Trust & Investment Management
Indiana
$501K
CCG
711
Ceeto Capital Group
Florida
$500K
TSS
712
Two Sigma Securities
New York
$500K +$503K +8,009 New
CCM
713
Covington Capital Management
California
$494K +$185K +2,949 +47%
Brown Advisory
714
Brown Advisory
Maryland
$493K -$8.22K -131 -2%
RCM
715
Raleigh Capital Management
North Carolina
$493K +$496K +7,907 New
QPWM
716
Quadrant Private Wealth Management
Pennsylvania
$490K
NB
717
NBT Bank
New York
$487K -$1.63K -26 -0.3%
BIC
718
Beach Investment Counsel
Pennsylvania
$487K
VDI
719
Vaughan David Investments
Illinois
$486K -$753 -12 -0.2%
Lido Advisors
720
Lido Advisors
California
$482K -$16.8K -267 -3%
WF
721
Welch & Forbes
Massachusetts
$480K -$17.4K -278 -3%
GLA
722
Good Life Advisors
Pennsylvania
$480K -$13.8K -220 -3%
UIA
723
UBP Investment Advisors
Switzerland
$480K +$6.9K +110 +1%
AL
724
Arnhold LLC
New York
$475K -$201K -3,200 -30%
VVP
725
Venture Visionary Partners
Ohio
$475K -$36.2K -577 -7%