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Name Holding Trade Value Shares
Change
Change in
Stake
SNT
376
Security National Trust
West Virginia
$937K +$55.2K +270 +7%
WCF
377
West Coast Financial
California
$935K +$39.2K +192 +5%
AP
378
Advisor Partners
California
$933K +$170K +833 +25%
CG
379
Colony Group
Massachusetts
$917K +$817 +4 +0.1%
MLL
380
Moody Lynn & Lieberson
Massachusetts
$891K
CII
381
Capital International Inc
California
$887K -$73.2K -358 -8%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$887K +$58.4K +286 +8%
CSS
383
Cubist Systematic Strategies
Connecticut
$869K -$1.11M -5,438 -58%
GT
384
Glenmede Trust
Pennsylvania
$867K -$117K -575 -13%
EW
385
Evoke Wealth
California
$860K +$2.25K +11 +0.3%
CA
386
Cornerstone Advisory
Maryland
$860K +$61.3K +300 +8%
PA
387
Profund Advisors
Maryland
$845K -$39.6K -194 -5%
WA
388
WBH Advisory
Maryland
$845K -$17.4K -85 -2%
CCP
389
Corient Capital Partners
California
$839K +$12.9K +63 +2%
AF
390
Arrow Financial
New York
$824K
HTC
391
Haverford Trust Company
Pennsylvania
$824K
Janney Montgomery Scott
392
Janney Montgomery Scott
Pennsylvania
$818K +$150K +736 +25%
BSW
393
Buckingham Strategic Wealth
Missouri
$815K +$6.33K +31 +0.9%
OPS
394
Orion Portfolio Solutions
Nebraska
$815K +$26K +127 +4%
DI
395
Diligent Investors
California
$800K
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$787K +$6.74K +33 +0.9%
LWAC
397
Laurel Wealth Advisors (California)
California
$771K +$451K +2,207 +176%
MAM
398
Mastrapasqua Asset Management
Tennessee
$770K +$193K +945 +38%
EWM
399
Evercore Wealth Management
New York
$766K +$204 +1 +0%
IG
400
ING Group
Netherlands
$750K +$428K +2,095 +165%