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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
626
Bragg Financial Advisors
North Carolina
$572K
SPC
627
Stewart & Patten Company
California
$568K -$54.7K -1,000 -8%
SAM
628
Silvercrest Asset Management
New York
$566K +$109K +2,000 +23%
AUB
629
Atlantic Union Bankshares
Virginia
$564K -$50.8K -930 -8%
CFD
630
Creative Financial Designs
Indiana
$558K +$55 +1 +0%
RT
631
Rockland Trust
Massachusetts
$554K +$5.63K +103 +1%
BA
632
BCM Advisors
Louisiana
$552K
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
$544K -$24.1K -440 -4%
SP
634
Symmetry Partners
Connecticut
$544K
SAM
635
Smithbridge Asset Management
Pennsylvania
$537K -$65.6K -1,200 -10%
ET
636
Equitable Trust
Tennessee
$537K
PSUF
637
People's United Financial
Connecticut
$533K
DWM
638
Doyle Wealth Management
Florida
$533K +$559K +10,223 New
ONB
639
Old National Bancorp
Indiana
$530K -$302K -5,522 -35%
CAM
640
Covenant Asset Management
New Jersey
$530K
MA
641
MUFG Americas
New York
$530K
MGIM
642
M&G Investment Management
United Kingdom
$522K -$2.34M -42,771 -81%
SL
643
Stevard LLC
Illinois
$521K
ACM
644
AlphaStar Capital Management
North Carolina
$517K +$152K +2,774 +43%
GCAC
645
Guardian Capital Advisors (Canada)
Ontario, Canada
$516K +$125K +2,280 +30%
IWC
646
Integrated Wealth Concepts
Massachusetts
$515K +$61.9K +1,132 +13%
CA
647
Cetera Advisors
Colorado
$513K +$37.2K +680 +7%
CCA
648
Cobblestone Capital Advisors
New York
$508K
BBHC
649
Brown Brothers Harriman & Co
New York
$507K +$107K +1,950 +25%
FHB
650
First Hawaiian Bank
Hawaii
$504K -$93.1K -1,703 -15%