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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
676
Joel Isaacson & Co
New York
$156K -$60.5K -963 -28%
CS
677
Credential Securities
$155K -$61.1K -972 -28%
PMFA
678
Plante Moran Financial Advisors
Michigan
$155K -$63.1K -1,005 -29%
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K -$23.2K -369 -13%
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$153K +$148K +2,362 New
Carson Wealth (CWM LLC)
681
Carson Wealth (CWM LLC)
Nebraska
$152K -$18.1K -288 -11%
NFG
682
Next Financial Group
Texas
$151K -$67.8K -1,080 -31%
KT
683
Kanaly Trust
Texas
$149K -$32.8K -522 -18%
BAM
684
Bruderman Asset Management
New York
$147K -$56.1K -893 -28%
AA
685
Apriem Advisors
California
$146K -$61.2K -975 -30%
FMLI
686
Fukoku Mutual Life Insurance
Japan
$146K -$56.5K -899 -28%
HTC
687
Haverford Trust Company
Pennsylvania
$145K -$56.2K -895 -28%
CBT
688
Central Bank & Trust
Kentucky
$145K -$56.2K -894 -28%
WAS
689
Winch Advisory Services
Wisconsin
$144K -$89.1K -1,419 -38%
KTC
690
Kistler-Tiffany Companies
Pennsylvania
$136K -$62.5K -995 -32%
HFM
691
Hartford Financial Management
Connecticut
$136K -$52.6K -837 -28%
TCOV
692
Trust Company of Vermont
Vermont
$135K -$65.6K -1,045 -33%
MI
693
Markston International
New York
$133K -$332K -5,279 -72%
FANJ
694
Financial Architects (New Jersey)
New Jersey
$132K -$53K -844 -29%
PRS
695
Pinkerton Retirement Specialists
Idaho
$132K -$52.4K -834 -29%
WTB
696
Washington Trust Bank
Washington
$127K -$51.1K -813 -29%
LNB
697
Ledyard National Bank
$124K +$63.9K +1,018 +108%
MCM
698
Manchester Capital Management
Vermont
$122K -$119K -1,897 -50%
BC
699
Bartlett & Co
Ohio
$122K -$46.9K -746 -28%
WAM
700
Wealthspire Advisors (Maryland)
Maryland
$121K -$29.7K -473 -20%