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Name Holding Trade Value Shares
Change
Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$84K +$19.8K +380 +30%
SFS
602
Sowell Financial Services
Arkansas
$84K +$85.8K +1,644 New
NSIM
603
North Star Investment Management
Illinois
$82K +$84.3K +1,614 New
BAM
604
Barrett Asset Management
New York
$80K
GWS
605
Glassman Wealth Services
Virginia
$78K -$313 -6 -0.4%
PFO
606
Pathstone Family Office
New Jersey
$78K
MA
607
MUFG Americas
New York
$75K -$13.1K -250 -14%
GRP
608
Global Retirement Partners
California
$75K -$3.34K -64 -4%
PCG
609
Private Capital Group
Connecticut
$75K +$27.4K +525 +56%
GEA
610
Glen Eagle Advisors
New Jersey
$71.5K -$57.4K -1,100 -44%
ACA
611
Atlas Capital Advisors
Wyoming
$71.3K -$15.6K -298 -18%
FCA
612
FinTrust Capital Advisors
South Carolina
$71K +$9.97K +191 +16%
BWA
613
BDO Wealth Advisors
Florida
$64K -$10.4K -200 -14%
CIA
614
CSat Investment Advisory
Michigan
$64K +$5.79K +111 +10%
FHA
615
Flagship Harbor Advisors
Massachusetts
$64K +$19.5K +373 +42%
THWM
616
Taylor Hoffman Wealth Management
Virginia
$61K
Loomis, Sayles & Company
617
Loomis, Sayles & Company
Massachusetts
$61K +$62.5K +1,198 New
CHC
618
City Holding Co
West Virginia
$59K +$5.22K +100 +9%
DAM
619
Delta Asset Management
Tennessee
$58K
BCWM
620
Bartlett & Co Wealth Management
Ohio
$56.5K -$3.45K -66 -6%
BC
621
Bartlett & Co
Ohio
$56K -$3.45K -66 -6%
FMTCOCP
622
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K -$6.11K -117 -10%
FMLI
623
Fukoku Mutual Life Insurance
Japan
$51K -$47K -900 -47%
PCTC
624
Perkins Coie Trust Company
Washington
$51K
WCM
625
Whitener Capital Management
North Carolina
$51K +$34.5K +660 +183%