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Name Holding Trade Value Shares
Change
Change in
Stake
RT
1001
Rockland Trust
Massachusetts
$513K -$46.6K -320 -9%
PCTC
1002
Perkins Coie Trust Company
Washington
$513K +$82.7K +568 +20%
SIA
1003
Stancorp Investment Advisers
Oregon
$509K -$23K -158 -4%
AF
1004
Arrow Financial
New York
$508K -$106K -730 -18%
OA
1005
Oxbow Advisors
Texas
$505K -$7.28K -50 -1%
JIC
1006
Joel Isaacson & Co
New York
$504K +$10.2K +70 +2%
MSTVIM
1007
Messner & Smith Theme Value Investment Management
California
$504K +$31.3K +215 +7%
YP
1008
Yellowstone Partners
Idaho
$503K +$488K +3,353 New
STB
1009
S&T Bank
Pennsylvania
$501K
TFA
1010
Transamerica Financial Advisors
Florida
$498K +$14.3K +98 +3%
QAM
1011
QCI Asset Management
New York
$494K
MWM
1012
Modera Wealth Management
New Jersey
$492K +$8.88K +61 +2%
AAS
1013
Annex Advisory Services
Wisconsin
$492K +$122K +840 +34%
CAG
1014
Crestwood Advisors Group
Massachusetts
$489K -$18.8K -129 -4%
BUB
1015
BBVA USA Bancshares
Texas
$486K +$471K +3,236 New
CB
1016
Community Bank
New York
$485K +$14.6K +100 +3%
AI
1017
Atria Investments
North Carolina
$483K -$186K -1,275 -28%
CPP
1018
Crow Point Partners
Massachusetts
$482K +$468K +3,214 New
SWK
1019
Stephen W. Kidder
$473K -$36.4K -250 -7%
NCIM
1020
New Century Investment Management
Michigan
$472K -$2.77K -19 -0.6%
BBI
1021
Baxter Bros Inc
Connecticut
$471K +$109K +750 +31%
AIM
1022
Assured Investment Management
New York
$469K +$455K +3,128 New
CAM
1023
Concorde Asset Management
Michigan
$468K +$68.7K +472 +19%
OA
1024
Outfitter Advisors
Virginia
$465K
BAM
1025
Berkshire Asset Management
Pennsylvania
$464K -$34.9K -240 -7%