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Name Holding Trade Value Shares
Change
Change in
Stake
AHS
651
Aspiriant Holdings S3
California
$219K -$11.2K -100 -5%
BCI
652
Brinker Capital Investments
Pennsylvania
$219K +$206K +1,831 +2,774%
SW
653
SVB Wealth
Massachusetts
$217K -$40.1K -357 -16%
HAG
654
HighPoint Advisor Group
Illinois
$217K +$211K +1,878 New
FNB
655
First Niagara Bank
New York
$215K +$209K +1,865 New
SIG
656
Schaller Investment Group
North Carolina
$212K +$206K +1,834 New
SI
657
SII Investments
Wisconsin
$211K +$204K +1,815 New
T
658
Thomaspartners
Massachusetts
$211K +$205K +1,824 New
GF
659
Gerstein Fisher
New York
$210K +$204K +1,814 New
HS
660
Huntington Steele
Pennsylvania
$208K +$202K +1,800 New
DCLA
661
Douglas C. Lane & Associates
New York
$208K +$202K +1,802 New
EB
662
Eastern Bank
Massachusetts
$207K +$201K +1,791 New
SAM
663
SignalPoint Asset Management
Missouri
$207K +$201K +1,792 New
BWP
664
Baldwin Wealth Partners
Massachusetts
$206K +$200K +1,780 New
PTC
665
Private Trust Company
Ohio
$206K +$201K +1,790 New
CL
666
Croft-Leominster
Maryland
$205K +$199K +1,775 New
PA
667
Parkside Advisors
California
$203K +$197K +1,757 New
WI
668
Wedgewood Investors
Pennsylvania
$202K +$196K +1,750 New
HCM
669
Highlander Capital Management
New Jersey
$193K +$225 +2 +0.1%
Macquarie Group
670
Macquarie Group
Australia
$185K – – –
WG
671
Welch Group
Alabama
$184K -$33.8K -301 -16%
FHA
672
First Horizon Advisors
Tennessee
$182K – – –
DLHL
673
Donald L. Hagan LLC
Florida
$175K +$170K +1,515 New
AF
674
Arrow Financial
New York
$165K -$5.61K -50 -3%
CAL
675
Capital Advisors Ltd
Ohio
$160K – – –