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Name Holding Trade Value Shares
Change
Change in
Stake
WC
501
Woodstock Corp
Massachusetts
$298K – – –
WPWM
502
Windward Private Wealth Management
Kansas
$297K – – –
LWAM
503
Legacy Wealth Asset Management
Minnesota
$296K -$2.2K -12 -0.8%
CMBA
504
C.M. Bidwell & Associates
Hawaii
$294K +$272K +1,483 New
DWT
505
Dorsey & Whitney Trust
South Dakota
$292K +$9.53K +52 +4%
AWS
506
Atria Wealth Solutions
New York
$288K -$13.6K -74 -5%
OAM
507
Oberweis Asset Management
Illinois
$287K – – –
SP
508
Symmetry Partners
Connecticut
$287K -$241K -1,316 -48%
CI
509
CX Institutional
Indiana
$286K +$28K +153 +12%
FMLI
510
Fukoku Mutual Life Insurance
Japan
$282K -$733K -4,000 -74%
RJT
511
Raymond James Trust
Florida
$281K +$366 +2 +0.1%
WBC
512
Westpac Banking Corp
Australia
$280K -$1.28K -7 -0.5%
GIA
513
Guyasuta Investment Advisors
Pennsylvania
$279K – – –
SWM
514
SeaCrest Wealth Management
New York
$279K +$2.75K +15 +1%
SWP
515
ShoreHaven Wealth Partners
New Jersey
$276K -$183 -1 -0.1%
PA
516
Parallel Advisors
California
$274K +$51.7K +282 +26%
CNBT
517
Canandaigua National Bank & Trust
New York
$272K -$4.95K -27 -2%
AL
518
Aspiriant LLC
California
$265K +$1.1K +6 +0.5%
SQA
519
Simon Quick Advisors
New Jersey
$263K +$17.8K +97 +8%
KFS
520
Keynote Financial Services
Connecticut
$262K +$243K +1,325 New
Brown Advisory
521
Brown Advisory
Maryland
$262K +$29.3K +160 +14%
FFM
522
Fullerton Fund Management
Singapore
$261K +$242K +1,319 New
STA
523
Summit Trail Advisors
New York
$258K +$13.9K +76 +6%
RWA
524
River Wealth Advisors
Pennsylvania
$258K -$57K -311 -19%
CA
525
Cetera Advisors
Colorado
$257K +$238K +1,300 New