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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1676
Washington Trust Bank
Washington
$969K -$170K -10,600 -18%
OR
1677
Olympiad Research
Connecticut
$965K -$60.9K -3,800 -7%
PMFA
1678
Plante Moran Financial Advisors
Michigan
$965K +$66.7K +4,160 +9%
PI
1679
Parkside Investments
Illinois
$960K -$192K -12,000 -20%
WDC
1680
Woodward Diversified Capital
California
$960K +$8.34K +520 +1%
SMC
1681
Smith, Moore & Co
Missouri
$956K -$8.34K -520 -1%
NED
1682
Nancy E. Dempze
$953K +$42.3K +2,640 +6%
PIM
1683
Penobscot Investment Management
Massachusetts
$952K -$25.6K -1,600 -3%
CAN
1684
Claraphi Advisory Network
United States
$951K -$85.9K -5,360 -10%
PL
1685
Plancorp LLC
Missouri
$950K -$14.1K -880 -2%
EMFAT
1686
Emerald Mutual Fund Advisers Trust
Pennsylvania
$949K
SAF
1687
Smith Anglin Financial
Texas
$949K +$3.85K +240 +0.5%
LB
1688
Leo Brokerage
Texas
$947K +$199K +12,400 +36%
WCAMG
1689
Woodard & Company Asset Management Group
North Carolina
$943K
HR
1690
Hayden Royal
North Carolina
$941K +$122K +7,640 +19%
RG
1691
Retirement Group
California
$939K -$3.69M -230,320 -83%
AA
1692
Auxano Advisors
Washington
$938K +$751K +46,880 New
CL
1693
Choreo LLC
Illinois
$934K +$160K +10,000 +27%
FVWA
1694
Foster Victor Wealth Advisors
South Carolina
$933K +$25K +1,560 +3%
SCM
1695
Schnieders Capital Management
California
$932K -$99.4K -6,200 -12%
FNBTCON
1696
First National Bank & Trust Co of Newtown
Pennsylvania
$931K
TP
1697
Tranquility Partners
Tennessee
$929K -$37.2K -2,320 -5%
CC
1698
Cadinha & Co
Hawaii
$928K -$128K -8,000 -15%
AFG
1699
Albion Financial Group
Utah
$925K +$741K +46,240 New
BCM
1700
Boltwood Capital Management
California
$924K +$39.8K +2,480 +6%