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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
751
Cordasco Financial Network
Florida
$235K – – –
OIA
752
Optimum Investment Advisors
Illinois
$235K – – –
WAM
753
Wallington Asset Management
Indiana
$235K – – –
FNT
754
First Nebraska Trust
Nebraska
$234K – – –
SFG
755
Summit Financial Group
West Virginia
$233K +$225K +1,389 New
LPT
756
Legacy Private Trust
Wisconsin
$232K -$152K -938 -40%
CAPTRUST Financial Advisors
757
CAPTRUST Financial Advisors
North Carolina
$232K +$227K +1,400 New
WPP
758
Whalerock Point Partners
Rhode Island
$230K – – –
BRWA
759
B. Riley Wealth Advisors
Florida
$230K +$221K +1,363 New
ISL
760
Ingalls & Snyder LLC
New York
$229K – – –
VHAM
761
Van Hulzen Asset Management
California
$229K +$221K +1,365 New
AA
762
Ancora Advisors
Ohio
$228K +$13.9K +86 +7%
FNBT
763
FineMark National Bank & Trust
Florida
$225K +$217K +1,341 New
BDF
764
Balasa Dinverno & Foltz
$223K -$6.31K -39 -3%
AAP
765
Arax Advisory Partners
Colorado
$222K +$2.1K +13 +1%
CA
766
Commerzbank Aktiengesellschaft
Germany
$220K +$212K +1,310 New
CCM
767
Crossvault Capital Management
Texas
$218K – – –
FCI
768
Financial Counselors Inc
Kansas
$218K – – –
SFG
769
SevenBridge Financial Group
Pennsylvania
$217K – – –
MCM
770
Manchester Capital Management
Vermont
$215K – – –
CNBT
771
Canandaigua National Bank & Trust
New York
$214K -$35.6K -220 -15%
BFM
772
Boothbay Fund Management
New York
$214K +$206K +1,272 New
WBG
773
Wharton Business Group
Pennsylvania
$213K -$62.9K -389 -23%
CLOS
774
Compagnie Lombard Odier SCmA
Switzerland
$213K +$14.4K +89 +8%
HA
775
Hays Advisory
Tennessee
$212K +$204K +1,262 New