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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
551
Hudson Valley Investment Advisors
New York
$392K +$14.2K +467 +4%
WI
552
Wedgewood Investors
Pennsylvania
$391K -$7.05K -232 -2%
CT
553
Coastline Trust
Rhode Island
$391K +$45.1K +1,483 +13%
TDC
554
Thompson Davis & Co
Virginia
$389K -$25.4K -834 -6%
TU
555
TDAM USA
Ontario, Canada
$389K -$8.94K -294 -2%
CPSAC
556
Chas P. Smith & Associates (CPS)
Florida
$389K +$5.71K +188 +1%
HIC
557
Holderness Investments Company
North Carolina
$385K -$17.7K -582 -4%
GT
558
Greenleaf Trust
Michigan
$385K +$132K +4,338 +51%
SCA
559
Snowden Capital Advisors
New York
$385K -$17.6K -578 -4%
MWM
560
Meridian Wealth Management
Kentucky
$381K +$385K +12,650 New
FMW
561
Farr Miller & Washington
District of Columbia
$379K +$383K +12,595 New
MFBTD
562
MB Financial Bank - Trust Department
Illinois
$375K -$6.78K -223 -2%
SFG
563
StrategIQ Financial Group
Indiana
$372K +$25.6K +842 +7%
CCWA
564
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$372K +$375K +12,343 New
TCOT
565
Trust Company of Toledo
Ohio
$369K -$15.5K -511 -4%
BCM
566
Bluefin Capital Management
New York
$366K +$170K +5,608 +86%
AllianceBernstein
567
AllianceBernstein
Tennessee
$363K -$157K -5,149 -30%
CIAS
568
Capital Investment Advisory Services
North Carolina
$363K +$88.5K +2,910 +32%
OIA
569
Optimum Investment Advisors
Illinois
$360K +$43.2K +1,420 +13%
TA
570
Tiedemann Advisors
New York
$359K -$346K -11,390 -49%
Voloridge Investment Management
571
Voloridge Investment Management
Florida
$356K -$115K -3,767 -24%
Kovitz Investment Group Partners
572
Kovitz Investment Group Partners
Illinois
$355K -$123K -4,031 -25%
FIM
573
Fruth Investment Management
Texas
$354K -$6.41K -211 -2%
AWE
574
Avidian Wealth Enterprises
Texas
$354K -$6.38K -210 -2%
WI
575
Wintrust Investments
Illinois
$352K +$139K +4,574 +64%