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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1326
Valley National Advisers
Pennsylvania
$622K +$1.69K +11 +0.3%
GWCM
1327
Godshalk Welsh Capital Management
Pennsylvania
$621K
TIM
1328
Tortoise Investment Management
New York
$621K +$29.4K +191 +5%
SBIA
1329
Sheaff Brock Investment Advisors
Indiana
$620K -$39.9K -259 -6%
TNBTD
1330
Trustmark National Bank Trust Department
Mississippi
$619K +$159K +1,035 +32%
WEC
1331
Winslow Evans & Crocker
Massachusetts
$616K -$28.3K -184 -4%
RBA
1332
Richard Bernstein Advisors
New York
$615K -$8.16M -52,978 -93%
KWM
1333
Kingsview Wealth Management
Oregon
$615K -$1.82M -11,852 -74%
GBT
1334
Grove Bank & Trust
Florida
$612K -$49.7K -323 -7%
BWL
1335
Bogart Wealth LLC
Virginia
$609K +$121K +788 +23%
AMIM
1336
Aull & Monroe Investment Management
Alabama
$608K
LFS
1337
Legacy Financial Strategies
Kansas
$606K +$40.5K +263 +7%
SFSIG
1338
San Francisco Sentry Investment Group
California
$602K -$22.6K -147 -3%
SP
1339
Successful Portfolios
Florida
$602K -$462 -3 -0.1%
BFC
1340
Bedel Financial Consulting
Indiana
$600K -$24.3K -158 -4%
WPA
1341
West Paces Advisors
Georgia
$598K -$127K -827 -17%
PAS
1342
Park Avenue Securities
New York
$598K +$106K +691 +20%
MSFP
1343
Mark Sheptoff Financial Planning
Connecticut
$596K
ZAM
1344
Zevin Asset Management
Massachusetts
$595K
KTC
1345
Kistler-Tiffany Companies
Pennsylvania
$593K
SA
1346
SRH Advisors
Kansas
$591K +$462 +3 +0.1%
BW
1347
Bison Wealth
Georgia
$586K +$98.7K +641 +19%
FHB
1348
First Hawaiian Bank
Hawaii
$584K -$1.38M -8,941 -69%
SAM
1349
SignalPoint Asset Management
Missouri
$582K +$6.16K +40 +1%
RVM
1350
Robinson Value Management
Texas
$581K +$617K +4,007 New