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Name Holding Trade Value Shares
Change
Change in
Stake
CC
476
Capital Counsel
New York
$639K
GIA
477
Gladstone Institutional Advisory
Florida
$638K -$221K -3,031 -26%
PWW
478
Pettyjohn Wood & White
Virginia
$638K -$13.5K -185 -2%
MWM
479
Marietta Wealth Management
Georgia
$634K -$371K -5,074 -37%
PHIC
480
Pine Haven Investment Counsel
Massachusetts
$632K +$631K +8,632 New
CB
481
Community Bank
New York
$629K -$16.4K -225 -3%
UCFA
482
United Capital Financial Advisors
Texas
$626K +$96.6K +1,323 +18%
SWA
483
Stratos Wealth Advisors
Ohio
$622K +$1.9K +26 +0.3%
S
484
SignatureFD
Georgia
$622K +$3.8K +52 +0.6%
AOWM
485
Alpha Omega Wealth Management
Virginia
$622K +$6.28K +86 +1%
FFBTD
486
First Financial Bank - Trust Division
Ohio
$617K -$2.48K -34 -0.4%
QCM
487
Quantinno Capital Management
New York
$609K +$607K +8,313 New
WF
488
Welch & Forbes
Massachusetts
$601K -$68.3K -935 -10%
FHC
489
First Heartland Consultants
Missouri
$599K +$598K +8,190 New
Parallax Volatility Advisers
490
Parallax Volatility Advisers
California
$594K -$1.3M -17,740 -69%
TCOV
491
Trust Company of Vermont
Vermont
$591K -$108K -1,484 -16%
BFA
492
Bragg Financial Advisors
North Carolina
$589K
AFG
493
Alterity Financial Group
Maine
$589K +$588K +8,050 New
KWM
494
Kingsview Wealth Management
Oregon
$588K -$466K -6,385 -44%
FTDI
495
First Trust Direct Indexing
Massachusetts
$566K +$16.3K +223 +3%
1IA
496
1620 Investment Advisors
Massachusetts
$565K +$556K +7,611 New
MIA
497
MainStreet Investment Advisors
Illinois
$563K -$49.7K -681 -8%
SLI
498
Sumitomo Life Insurance
Japan
$560K -$18.3K -250 -3%
JWCA
499
J.W. Coons Advisors
Ohio
$555K -$123K -1,685 -18%
GAAM
500
Guinness Atkinson Asset Management
California
$551K -$36.2K -495 -6%