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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
851
Avalon Capital Management
California
$1M
PFSC
852
Peoples Financial Services Corp
Pennsylvania
$999K
DWT
853
Dorsey & Whitney Trust
South Dakota
$978K +$17K +118 +2%
SCM
854
Southport Capital Management
Tennessee
$972K +$968K +6,724 New
PTC
855
Private Trust Company
Ohio
$970K -$33.8K -235 -3%
LIA
856
LBMC Investment Advisors
Tennessee
$965K +$5.76K +40 +0.6%
HAG
857
HighPoint Advisor Group
Illinois
$962K +$108K +753 +11%
BUB
858
BBVA USA Bancshares
Texas
$954K +$457K +3,174 +93%
BJL
859
Brighton Jones LLC
Washington
$948K +$182K +1,264 +24%
AAM
860
AR Asset Management
California
$947K
HTC
861
Haverford Trust Company
Pennsylvania
$946K +$263K +1,826 +39%
UR
862
USCA RIA
Texas
$944K +$116K +804 +14%
SNT
863
Security National Trust
West Virginia
$943K
YP
864
Yellowstone Partners
Idaho
$937K -$8.93K -62 -0.9%
BB
865
Busey Bank
Illinois
$933K -$193K -1,341 -17%
MCM
866
Manchester Capital Management
Vermont
$926K
VCAM
867
Van Cleef Asset Management
Ohio
$926K +$14.4K +100 +2%
Squarepoint
868
Squarepoint
New York
$919K +$916K +6,359 New
AP
869
Appleton Partners
Massachusetts
$915K +$242K +1,677 +36%
RCAG
870
Rehmann Capital Advisory Group
Michigan
$908K -$31.1K -216 -3%
CBA
871
Coastal Bridge Advisors
Connecticut
$906K +$902K +6,265 New
ST
872
Smithfield Trust
Pennsylvania
$905K -$194K -1,346 -18%
SOAMC
873
Spirit of America Management Corp
New York
$896K
CHAM
874
Clear Harbor Asset Management
Connecticut
$896K +$16.4K +114 +2%
TSWM
875
Triangle Securities Wealth Management
North Carolina
$893K -$6.48K -45 -0.7%