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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
851
Northeast Investment Management
Massachusetts
$299K -$10.3K -56 -4%
ISL
852
Ingalls & Snyder LLC
New York
$295K -$5.13K -28 -2%
WANY
853
Wealthspire Advisors (New York)
New York
$295K +$264K +1,441 New
CBU
854
CIBC Bank USA
Illinois
$295K +$264K +1,442 New
FIB
855
First Interstate Bank
Montana
$294K -$8.25K -45 -3%
GLLW
856
Graves Light Lenhart Wealth
Virginia
$291K -$917 -5 -0.3%
BCWM
857
Bartlett & Co Wealth Management
Ohio
$290K – – –
NFC
858
Northeast Financial Consultants
Connecticut
$290K -$2.02K -11 -0.8%
FFG
859
Ford Financial Group
California
$290K +$261K +1,423 New
MPCG
860
Matrix Private Capital Group
New York
$289K +$259K +1,412 New
FBT
861
First Bankers Trust
Kentucky
$287K – – –
GA
862
Geller Advisors
New York
$286K -$45.1K -246 -15%
BIM
863
Baldwin Investment Management
Pennsylvania
$286K – – –
CA
864
Cullinan Associates
Kentucky
$286K – – –
IA
865
IFP Advisors
Florida
$283K +$126K +689 +98%
NFP
866
Narus Financial Partners
Utah
$283K -$1.83K -10 -0.7%
TMAM
867
Tokio Marine Asset Management
Japan
$281K +$252K +1,373 New
PPP
868
Private Portfolio Partners
New Jersey
$280K -$5.87K -32 -2%
Cetera Investment Advisers
869
Cetera Investment Advisers
Illinois
$278K -$5.68K -31 -2%
ST
870
Spinnaker Trust
Maine
$276K -$2.02K -11 -0.8%
NB
871
NBT Bank
New York
$275K -$39.6K -216 -14%
CAW
872
Cornerstone Advisors (Washington)
Washington
$275K +$14.3K +78 +6%
SVWAG
873
Sound View Wealth Advisors Group
Georgia
$273K -$3.12K -17 -1%
CC
874
Courier Capital
New York
$273K +$238K +1,297 New
PCA
875
Personal Capital Advisors
California
$271K -$5.68K -31 -2%