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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
826
JFS Wealth Advisors
Pennsylvania
$533K -$16.5K -219 -3%
Mariner
827
Mariner
Kansas
$533K +$4.46K +59 +0.9%
VAS
828
Valicenti Advisory Services
New York
$529K -$15.1K -200 -3%
PAM
829
Princeton Alpha Management
New Jersey
$527K -$3.23M -42,803 -87%
BAM
830
Bruderman Asset Management
New York
$524K +$481K +6,365 New
GIA
831
Guyasuta Investment Advisors
Pennsylvania
$523K – – –
DT
832
Diversified Trust
Tennessee
$519K – – –
BP
833
Ballentine Partners
Massachusetts
$518K +$106K +1,403 +29%
BCM
834
Barometer Capital Management
Ontario, Canada
$518K +$476K +6,300 New
VFA
835
Voya Financial Advisors
Connecticut
$516K +$50.1K +663 +12%
PIM
836
Penobscot Investment Management
Massachusetts
$515K -$407K -5,390 -46%
LA
837
Lucus Advisors
New York
$515K +$10.2K +135 +2%
BGA
838
Belmont Global Advisors
Texas
$514K +$472K +6,250 New
ICM
839
IronBridge Capital Management
Illinois
$510K -$607K -8,035 -56%
EP
840
Edgestream Partners
New Jersey
$504K -$137K -1,812 -23%
ITIM
841
Indiana Trust & Investment Management
Indiana
$501K -$16.9K -224 -4%
MHIC
842
Marble Harbor Investment Counsel
Massachusetts
$496K – – –
GL
843
GLG LLC
New York
$493K -$79.7K -1,055 -15%
HPBT
844
High Point Bank & Trust
North Carolina
$492K -$7.7K -102 -2%
WAM
845
Wealthspire Advisors (Maryland)
Maryland
$492K +$162K +2,148 +56%
CG
846
Caprock Group
Idaho
$489K +$449K +5,947 New
WF
847
WealthTrust Fairport
Ohio
$486K -$2.87K -38 -0.6%
BC
848
Burney Company
Virginia
$486K +$106K +1,399 +31%
MC
849
Menta Capital
California
$485K -$838K -11,100 -65%
HAG
850
HighPoint Advisor Group
Illinois
$485K -$421K -5,569 -49%