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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1401
NBT Bank
New York
$862K
CL
1402
Choreo LLC
Illinois
$861K +$68.7K +280 +9%
OA
1403
Oxbow Advisors
Texas
$860K +$20.4K +83 +2%
ST
1404
Smithfield Trust
Pennsylvania
$860K +$28K +114 +3%
PIM
1405
Profit Investment Management
Maryland
$860K
WBCM
1406
Wilson & Boucher Capital Management
California
$859K +$2.46K +10 +0.3%
GCA
1407
Gradient Capital Advisors
California
$857K -$11K -45 -1%
MYIA
1408
Mount Yale Investment Advisors
Colorado
$853K +$303K +1,236 +54%
AP
1409
Americana Partners
Texas
$850K +$54K +220 +7%
KMWM
1410
Keudell/Morrison Wealth Management
Oregon
$846K +$76.1K +310 +10%
TC
1411
TAGStone Capital
North Carolina
$845K +$7.86K +32 +0.9%
1SB
1412
1ST Source Bank
Indiana
$843K -$1.23K -5 -0.1%
BFIM
1413
Beese Fulmer Investment Management
Ohio
$842K -$3.44K -14 -0.4%
GWM
1414
Geneos Wealth Management
Colorado
$842K -$234K -953 -21%
RFA
1415
Resurgent Financial Advisors
Georgia
$841K -$124K -506 -13%
TCM
1416
Twin Capital Management
Pennsylvania
$841K +$630K +2,566 +281%
H
1417
HoyleCohen
California
$841K
FP
1418
Financial Perspectives
Minnesota
$840K +$982 +4 +0.1%
WTB
1419
Washington Trust Bank
Washington
$840K -$317K -1,292 -27%
VFA
1420
Voya Financial Advisors
Connecticut
$840K -$56.9K -232 -6%
HWA
1421
Heartwood Wealth Advisors
Virginia
$836K +$117K +478 +16%
BG
1422
Bollard Group
Massachusetts
$835K +$7.86K +32 +0.9%
PAMG
1423
Patton Albertson Miller Group
Tennessee
$834K -$3.68K -15 -0.4%
HFRG
1424
Houlihan Financial Resource Group
Virginia
$833K +$1.47K +6 +0.2%
WPC
1425
Wedmont Private Capital
Pennsylvania
$831K -$95.5K -389 -11%