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Name Holding Trade Value Shares
Change
Change in
Stake
DT
851
Diversified Trust
Tennessee
$509K -$1.32K -18 -0.3%
CCM
852
Crossvault Capital Management
Texas
$508K +$463K +6,330 New
AC
853
Arjuna Capital
North Carolina
$506K -$7.75K -106 -2%
NIC
854
Northwest Investment Counselors
Oregon
$505K
PWM
855
Perigon Wealth Management
California
$502K -$292K -4,000 -39%
CWM
856
Cordatus Wealth Management
Pennsylvania
$501K +$65.4K +895 +17%
WB
857
Webster Bank
Connecticut
$500K -$29.2K -400 -6%
FSA
858
Franklin Street Advisors
North Carolina
$500K +$10.1K +138 +2%
BCM
859
Becker Capital Management
Oregon
$500K +$455K +6,230 New
FNFDCM
860
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$499K
AB
861
Atlas Brown
Kentucky
$499K +$132K +1,806 +41%
ERIM
862
Eagle Ridge Investment Management
Connecticut
$498K -$7.02K -96 -2%
MIP
863
Marietta Investment Partners
Wisconsin
$497K -$2.19K -30 -0.5%
CIM
864
CIM Investment Management
Pennsylvania
$495K
SVWA
865
Sound View Wealth Advisors
Georgia
$494K -$41.4K -567 -8%
BRWA
866
B. Riley Wealth Advisors
Florida
$493K -$50.8K -695 -10%
1SB
867
1ST Source Bank
Indiana
$493K -$1.61K -22 -0.4%
HC
868
HNP Capital
New York
$489K
VRM
869
Vectors Research Management
New York
$489K +$446K +6,097 New
BO
870
BRR OpCo
Ohio
$488K +$444K +6,077 New
APG
871
Abacus Planning Group
South Carolina
$481K -$108K -1,475 -20%
RWA
872
River Wealth Advisors
Pennsylvania
$481K -$20.9K -286 -5%
WF
873
WealthTrust Fairport
Ohio
$479K
CIAS
874
Capital Investment Advisory Services
North Carolina
$477K +$66.1K +904 +18%
AW
875
ACG Wealth
Georgia
$477K +$78.3K +1,071 +22%