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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1601
Washington Trust Bank
Washington
$336K -$38.8K -2,132 -9%
JFGIW
1602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K -$249K -13,670 -42%
ROTUOC
1603
Regents of the University of California
California
$333K
AIS
1604
AM Investment Strategies
Tennessee
$332K -$11.5K -631 -3%
AF
1605
Arrow Financial
New York
$332K -$10.9K -598 -3%
SVWAG
1606
Sound View Wealth Advisors Group
Georgia
$332K -$7.95K -437 -2%
FA
1607
Financial Advisors
Massachusetts
$330K -$46.2K -2,537 -10%
CPC
1608
Congress Park Capital
New York
$330K +$40.9K +2,250 +12%
EI
1609
Ellevest Inc
New York
$328K -$290K -15,959 -43%
PFM
1610
Parsec Financial Management
North Carolina
$328K -$59K -3,243 -13%
HC
1611
HNP Capital
New York
$328K -$19.9K -1,092 -5%
VRM
1612
Vectors Research Management
New York
$328K -$19.9K -1,092 -5%
JC
1613
JB Capital
Connecticut
$328K -$6.2K -341 -2%
NFG
1614
Nadler Financial Group
Illinois
$326K -$18.3K -1,004 -5%
SJIM
1615
St. Johns Investment Management
Florida
$326K -$13.4K -735 -3%
PP
1616
PDS Planning
Ohio
$323K -$88.9K -4,888 -19%
HL
1617
HeadInvest LLC
Maine
$323K -$35.2K -1,932 -8%
FPCG
1618
Forum Private Client Group
Indiana
$323K -$16.8K -926 -4%
LDFR
1619
Lehman & Derafelo Financial Resources
Pennsylvania
$322K -$21.8K -1,200 -5%
CCWA
1620
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$322K +$23K +1,265 +6%
JIP
1621
Jaffetilchin Investment Partners
Florida
$321K -$455K -25,026 -54%
EWM
1622
Empirical Wealth Management
Washington
$321K -$68.4K -3,759 -15%
CCM
1623
Carlson Capital Management
Minnesota
$321K -$45.6K -2,504 -11%
LWANC
1624
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$4.77K -262 -1%
CL
1625
COWA LLC
Oklahoma
$321K +$309 +17 +0.1%