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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
901
Ledyard National Bank
$910K -$71.6K -759 -7%
MBT
902
Montecito Bank & Trust
California
$905K -$8.87K -94 -0.9%
IWM
903
IHT Wealth Management
Illinois
$904K +$293K +3,106 +43%
Aristotle Capital Management
904
Aristotle Capital Management
California
$897K -$39.5K -419 -4%
CWM
905
Circle Wealth Management
New Jersey
$897K -$849 -9 -0.1%
PL
906
Parthenon LLC
Kentucky
$892K
CFGS
907
Concourse Financial Group Securities
Alabama
$891K -$78.9K -837 -8%
STC
908
Sarah T. Connolly
$891K -$3.4K -36 -0.4%
AC
909
Arjuna Capital
North Carolina
$891K +$956K +10,135 New
GIA
910
Guyasuta Investment Advisors
Pennsylvania
$887K -$5.56K -59 -0.6%
DBRC
911
D.B. Root & Company
Pennsylvania
$883K +$98.6K +1,046 +12%
WDA
912
Wendell David Associates
New Hampshire
$882K
MFG
913
Merit Financial Group
Georgia
$882K -$690K -7,313 -42%
P
914
Pitcairn
Pennsylvania
$881K +$161K +1,708 +21%
PGIM
915
Pacific Global Investment Management
California
$881K +$80.9K +858 +9%
SWM
916
Spire Wealth Management
Virginia
$879K +$370K +3,928 +65%
FFBTD
917
First Financial Bank - Trust Division
Ohio
$878K -$58.8K -623 -6%
TCWM
918
Total Clarity Wealth Management
Illinois
$878K +$942K +9,993 New
FWM
919
Focused Wealth Management
New York
$876K +$283 +3 +0%
MA
920
Montag & Associates
Georgia
$875K -$48.4K -513 -5%
CT
921
Chicago Trust
Illinois
$874K -$38.3K -406 -4%
MAS
922
Meeder Advisory Services
Ohio
$872K -$257K -2,730 -22%
NP
923
NorthRock Partners
Minnesota
$870K +$109K +1,156 +13%
GWSG
924
GPS Wealth Strategies Group
Colorado
$868K +$931K +9,872 New
DMBA
925
Deseret Mutual Benefit Administrators
Utah
$866K +$36.7K +389 +4%