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Name Holding Trade Value Shares
Change
Change in
Stake
FTC
651
Farmers Trust Company
Ohio
$406K -$53.5K -395 -9%
MWPCG
652
Measured Wealth Private Client Group
New Hampshire
$405K -$88K -650 -14%
BAM
653
Blueshift Asset Management
New Jersey
$405K +$525K +3,876 New
IC
654
IEQ Capital
California
$403K -$48.9K -361 -9%
BFM
655
Boston Financial Management
Massachusetts
$402K +$406 +3 +0.1%
FFM
656
Forum Financial Management
Illinois
$397K +$8.66K +64 +2%
ACA
657
Atlas Capital Advisors
Wyoming
$397K +$85.3K +630 +20%
PT
658
Plimoth Trust
Massachusetts
$392K -$6.77K -50 -1%
BIM
659
Baldwin Investment Management
Pennsylvania
$392K +$72.5K +536 +17%
IA
660
Inspire Advisors
Idaho
$392K +$272K +2,011 +115%
1WA
661
180 Wealth Advisors
Washington
$391K +$8.93K +66 +2%
DWT
662
Dorsey & Whitney Trust
South Dakota
$390K +$5.82K +43 +1%
AWA
663
AmeriServ Wealth Advisors
Pennsylvania
$389K -$1.9M -14,014 -79%
BS
664
Boenning & Scattergood
Pennsylvania
$389K -$50.9K -376 -9%
HBT
665
Heartland Bank & Trust
Illinois
$389K +$29.9K +221 +6%
SWM
666
SeaCrest Wealth Management
New York
$388K -$14.6K -108 -3%
LAM
667
L2 Asset Management
Massachusetts
$388K +$503K +3,716 New
HSA
668
HBK Sorce Advisory
Pennsylvania
$385K -$67.9K -502 -12%
TCOV
669
Trust Company of Vermont
Vermont
$384K -$6.77K -50 -1%
CBT
670
CoreFirst Bank & Trust
Kansas
$382K – – –
CWA
671
Carolina Wealth Advisors
South Carolina
$382K +$161K +1,188 +48%
NPPM
672
North Point Portfolio Managers
Ohio
$378K – – –
PTC
673
Private Trust Company
Ohio
$376K -$316K -2,338 -39%
HFM
674
Harvest Fund Management
China
$375K – – –
NCM
675
Nelson Capital Management
California
$374K – – –