Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1001
Washington Trust Bank
Washington
$742K +$232K +2,465 +41%
ET
1002
Equitable Trust
Tennessee
$740K +$140K +1,486 +21%
AB
1003
Atlas Brown
Kentucky
$740K -$30.8K -327 -4%
MCM
1004
Mork Capital Management
California
$739K – – –
WI
1005
Wahed Invest
New York
$735K -$12.1K -128 -2%
WOC
1006
West Oak Capital
California
$735K +$67.7K +718 +9%
FG
1007
Fiduciary Group
Georgia
$731K -$70.2K -744 -8%
FCA
1008
FLC Capital Advisors
California
$729K -$593K -6,293 -43%
FCIM
1009
Fairview Capital Investment Management
California
$725K – – –
HWA
1010
Heartwood Wealth Advisors
Virginia
$725K +$137K +1,454 +21%
TF
1011
Tompkins Financial
New York
$724K -$174K -1,840 -18%
YIA
1012
YHB Investment Advisors
Connecticut
$724K -$33.8K -358 -4%
SAM
1013
SP Asset Management
California
$723K -$359K -3,811 -32%
DI
1014
Diligent Investors
California
$721K +$97.1K +1,030 +14%
KCM
1015
Kathmere Capital Management
Pennsylvania
$721K -$107K -1,131 -12%
CTA
1016
Colonial Trust Advisors
South Carolina
$718K -$44.9K -476 -6%
HT
1017
Headlands Technologies
Illinois
$718K +$540K +5,726 +235%
CFMC
1018
Curbstone Financial Management Corp
New Hampshire
$717K -$126K -1,337 -14%
KAM
1019
KEB Asset Management
Illinois
$716K – – –
OFG
1020
OmniStar Financial Group
North Carolina
$715K +$283K +3,003 +59%
PWA
1021
Physician Wealth Advisors
Utah
$715K -$3.96K -42 -0.5%
GI
1022
GAMCO Investors
Connecticut
$714K – – –
CB
1023
CNB Bank
Pennsylvania
$712K +$37.8K +401 +5%
CI
1024
Cigna Investments
Connecticut
$709K -$7.73K -82 -1%
FFWA
1025
FRG Family Wealth Advisors
Washington
$704K -$19.2K -204 -2%