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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$311K – – –
NME
802
Notis-McConarty Edward
$310K – – –
AC
803
Avestar Capital
New York
$310K +$10.3K +53 +3%
GCM
804
Grisanti Capital Management
New York
$309K -$104K -538 -24%
BAM
805
Barrett Asset Management
New York
$309K – – –
LBC
806
Lowe Brockenbrough & Co
Virginia
$306K – – –
YIA
807
YHB Investment Advisors
Connecticut
$306K +$5.04K +26 +2%
BBHC
808
Brown Brothers Harriman & Co
New York
$305K -$275K -1,417 -45%
ISB
809
Iowa State Bank
Iowa
$304K -$7.57K -39 -2%
PFBT
810
Parkside Financial Bank & Trust
Missouri
$303K -$28.3K -146 -8%
FNBTCON
811
First National Bank & Trust Co of Newtown
Pennsylvania
$300K -$1.16K -6 -0.4%
MC
812
Middleton & Co
Massachusetts
$300K +$329K +1,695 New
CFA
813
Capstone Financial Advisors
Illinois
$299K -$73.1K -377 -18%
FWM
814
Frontier Wealth Management
Missouri
$299K +$34.7K +179 +12%
PWM
815
Paulson Wealth Management
Illinois
$297K – – –
TMAM
816
Tokio Marine Asset Management
Japan
$296K +$58.2K +300 +22%
IB
817
Intrust Bank
Kansas
$296K +$94.5K +487 +41%
LSAG
818
Lake Street Advisors Group
New Hampshire
$294K -$261K -1,344 -45%
CAM
819
ClariVest Asset Management
California
$291K -$19.4K -100 -6%
SBSB
820
Sullivan, Bruyette, Speros & Blaney
Virginia
$289K -$2.33K -12 -0.7%
GBT
821
Grove Bank & Trust
Florida
$289K +$2.91K +15 +0.9%
WBG
822
Wharton Business Group
Pennsylvania
$288K – – –
AWM
823
Avior Wealth Management
Nebraska
$287K -$17.3K -89 -4%
ACP
824
Ashfield Capital Partners
California
$286K – – –
FCBT
825
First Citizens Bank & Trust
North Carolina
$285K -$30.8K -159 -9%