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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
701
Anchor Capital Advisors
Massachusetts
$334K -$5.33K -27 -2%
CS
702
Cannell & Spears
New York
$332K +$5.93K +30 +2%
FHA
703
Flagship Harbor Advisors
Massachusetts
$328K +$319K +1,613 New
WTB
704
Washington Trust Bank
Washington
$327K -$8.49K -43 -3%
BIC
705
Beach Investment Counsel
Pennsylvania
$326K
CT
706
Chicago Trust
Illinois
$326K
HCM
707
Harvest Capital Management
New Hampshire
$326K +$316K +1,600 New
EF
708
Empirical Finance
Pennsylvania
$320K +$310K +1,568 New
CAPTRUST Financial Advisors
709
CAPTRUST Financial Advisors
North Carolina
$317K -$30.4K -154 -9%
SYBT
710
Stock Yards Bank & Trust
Kentucky
$317K
CAM
711
Congress Asset Management
Massachusetts
$317K +$5.73K +29 +2%
FWM
712
Frontier Wealth Management
Missouri
$316K
CAN
713
Claraphi Advisory Network
United States
$313K +$47.2K +239 +18%
PVWM
714
Point View Wealth Management
New Jersey
$310K
UC
715
Unio Capital
New Jersey
$306K
HSA
716
HBK Sorce Advisory
Pennsylvania
$305K -$38.1K -193 -11%
CA
717
Centerpoint Advisors
Massachusetts
$303K -$9.88K -50 -3%
RSS
718
Rosenblum Silverman Sutton
California
$302K -$433K -2,191 -60%
WP
719
WealthShield Partners
North Carolina
$302K
AIC
720
Aurora Investment Counsel
Georgia
$301K -$1.04M -5,277 -78%
FA
721
FDx Advisors
Illinois
$301K -$135K -684 -32%
DY
722
Dowling & Yahnke
California
$299K
FSA
723
Franklin Street Advisors
North Carolina
$299K
WT
724
Whittier Trust
California
$298K
CL
725
CPWM LLC
Washington
$297K