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Name Holding Trade Value Shares
Change
Change in
Stake
HBT
701
Hills Bank & Trust
Iowa
$380K
SFS
702
Sowell Financial Services
Arkansas
$379K +$28.8K +674 +8%
PTC
703
Private Trust Company
Ohio
$374K -$2.31K -54 -0.6%
LW
704
Linscomb Wealth
Texas
$374K +$120K +2,814 +49%
DP
705
Dearborn Partners
Illinois
$373K
SFSG
706
Stearns Financial Services Group
North Carolina
$371K
SAM
707
Silvercrest Asset Management
New York
$370K
CTA
708
Chesley Taft & Associates
Illinois
$351K
BIAS
709
Beacon Investment Advisory Services
New Jersey
$350K -$135K -3,164 -28%
CCA
710
Checchi Capital Advisers
California
$346K +$7K +164 +2%
WKWM
711
Walter & Keenan Wealth Management
Indiana
$345K
BBA
712
BLB&B Advisors
Pennsylvania
$344K -$17.1K -400 -5%
BAS
713
Brown Advisory Securities
Maryland
$340K -$5.46K -128 -2%
BFA
714
Bragg Financial Advisors
North Carolina
$340K +$331K +7,746 New
BCM
715
Buckhead Capital Management
Georgia
$338K -$9.13K -214 -3%
TCM
716
Tuttle Capital Management
Connecticut
$337K -$247K -5,778 -43%
BP
717
Ballentine Partners
Massachusetts
$337K +$1.96K +46 +0.6%
PCMC
718
Paragon Capital Management (Colorado)
Colorado
$336K
MCM
719
Maple Capital Management
Vermont
$334K -$17.1K -400 -5%
VFA
720
Valeo Financial Advisors
Indiana
$333K +$8.62K +202 +3%
PVWM
721
Point View Wealth Management
New Jersey
$332K -$42.9K -1,004 -12%
LWCFA
722
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$332K
FHA
723
First Horizon Advisors
Tennessee
$331K -$46K -1,078 -13%
RCAG
724
Rehmann Capital Advisory Group
Michigan
$331K
TPWA
725
TRUE Private Wealth Advisors
Oregon
$328K +$320K +7,492 New