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Name Holding Trade Value Shares
Change
Change in
Stake
AP
1626
Americana Partners
Texas
$355K +$352K +7,901 New
SCA
1627
Stonebridge Capital Advisors
Minnesota
$354K +$20.6K +462 +6%
SIC
1628
Samalin Investment Counsel
New York
$353K +$350K +7,859 New
SMFS
1629
Squar Milner Financial Services
California
$351K -$247K -5,540 -41%
CT
1630
Clearstead Trust
Maine
$351K – – –
BEI
1631
Benjamin Edwards Inc
Missouri
$351K +$15.7K +352 +5%
FIM
1632
Freedom Investment Management
Connecticut
$351K +$28.4K +638 +9%
CONA
1633
Capital One National Association
New York
$350K +$347K +7,787 New
CB
1634
CNB Bank
Pennsylvania
$348K +$27.6K +620 +9%
BSB
1635
Bangor Savings Bank
Maine
$347K -$75.9K -1,706 -18%
IWA
1636
Inspirion Wealth Advisors
Illinois
$347K – – –
KP
1637
Keel Point
Alabama
$344K -$38K -853 -10%
V
1638
VeraBank
Texas
$344K -$6.68K -150 -2%
FA
1639
Faithward Advisors
Pennsylvania
$344K – – –
PL
1640
Parthenon LLC
Kentucky
$343K – – –
JGIA
1641
Jackson Grant Investment Advisers
Connecticut
$343K +$490 +11 +0.1%
MPCG
1642
Matrix Private Capital Group
New York
$343K +$340K +7,628 New
XF
1643
XML Financial
Maryland
$341K +$337K +7,576 New
EA
1644
Emerald Advisors
Washington
$341K +$345K +7,758 New
JT
1645
Jump Trading
Illinois
$340K +$337K +7,568 New
BL
1646
Balentine LLC
Georgia
$339K +$182K +4,081 +118%
QIM
1647
Quantitative Investment Management
Virginia
$337K -$10.7M -240,703 -97%
BWP
1648
BSW Wealth Partners
Colorado
$337K +$122K +2,734 +57%
WA1
1649
Wimmer Associates 1
California
$335K +$6.72K +151 +2%
SFS
1650
Strategic Financial Services
New York
$334K -$44.4K -998 -12%