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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
776
SOA Wealth Advisors
New York
$318K +$767 +6 +0.3%
HL
777
HeadInvest LLC
Maine
$317K
SCM
778
Shelton Capital Management
Colorado
$316K -$14.6K -114 -5%
WA
779
WealthTrust Axiom
Pennsylvania
$316K
TA
780
Tiedemann Advisors
New York
$316K +$384 +3 +0.1%
SICM
781
Sustainable Insight Capital Management
New York
$312K +$4.09K +32 +1%
VDI
782
Vaughan David Investments
Illinois
$311K
ESB
783
Essex Savings Bank
Connecticut
$310K
SVWAG
784
Sound View Wealth Advisors Group
Georgia
$309K
CFAM
785
Coury Firm Asset Management
Pennsylvania
$309K +$285K +2,227 New
RIA
786
Richwood Investment Advisors
Ohio
$309K +$285K +2,227 New
TNA
787
True North Advisors
Texas
$308K +$8.31K +65 +3%
IA
788
IFG Advisory
Georgia
$307K -$63.4K -496 -18%
FNFDCM
789
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$307K +$283K +2,214 New
PFT
790
Providence First Trust
Arizona
$305K
OA
791
Oxbow Advisors
Texas
$304K
PGFC
792
Peapack-Gladstone Financial Corp
New Jersey
$304K +$1.28K +10 +0.5%
BFC
793
Blue Fin Capital
Rhode Island
$302K
CSPIA
794
Cary Street Partners Investment Advisory
Virginia
$302K
DLA
795
Douglas Lane & Associates
New York
$301K -$99.8K -780 -26%
TBNY
796
Trustco Bank (New York)
New York
$301K -$1.02K -8 -0.4%
PGIM
797
Pacific Global Investment Management
California
$301K +$128 +1 +0%
BHTS
798
Bar Harbor Trust Services
Maine
$300K
KA
799
Kozak & Associates
Colorado
$299K +$30.1K +235 +10%
BOPW
800
Brandywine Oak Private Wealth
Pennsylvania
$298K -$3.45K -27 -1%