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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
601
Prio Wealth Limited Partnership
Massachusetts
$320K – – –
SIG
602
Sky Investment Group
Connecticut
$319K – – –
ST
603
Spinnaker Trust
Maine
$317K -$24.3K -200 -7%
FFWA
604
FRG Family Wealth Advisors
Washington
$314K – – –
GCC
605
Guardian Capital (Canada)
Ontario, Canada
$312K +$295K +2,434 New
SNT
606
Security National Trust
West Virginia
$311K – – –
TSW
607
Thompson Siegel & Walmsley
Virginia
$304K -$18.2K -150 -6%
HNB
608
Huntington National Bank
Ohio
$296K -$116K -953 -29%
WI
609
Wintrust Investments
Illinois
$296K -$60.7K -500 -18%
GIA
610
Guyasuta Investment Advisors
Pennsylvania
$296K +$280K +2,306 New
B
611
Bellecapital
Switzerland
$295K +$279K +2,300 New
BW
612
Bison Wealth
Georgia
$291K +$43.4K +358 +19%
SFG
613
SevenBridge Financial Group
Pennsylvania
$289K +$211K +1,738 +316%
PMG
614
ProVise Management Group
Florida
$286K -$12.1K -100 -4%
WA
615
Wheatland Advisors
Pennsylvania
$285K – – –
GIM
616
Goelzer Investment Management
Indiana
$284K – – –
WBG
617
Wharton Business Group
Pennsylvania
$283K -$152K -1,252 -36%
AAM
618
Autus Asset Management
Arizona
$283K -$12.7K -105 -5%
HAG
619
HighPoint Advisor Group
Illinois
$281K +$4.86K +40 +2%
WAM
620
Wealthspire Advisors (Maryland)
Maryland
$276K -$9.35K -77 -3%
DBG
621
De Burlo Group
Massachusetts
$269K – – –
FPB
622
First PREMIER Bank
South Dakota
$266K +$253K +2,082 New
SF
623
Synovus Financial
Georgia
$264K -$571K -4,706 -70%
HSA
624
HBK Sorce Advisory
Pennsylvania
$264K +$12.3K +101 +5%
VanEck Associates
625
VanEck Associates
New York
$262K +$62.6K +516 +34%