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Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
501
Hanson & Doremus Investment Management
Vermont
$34K
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$32K
M
503
MOTCO
Texas
$28K +$16.9K +330 +165%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$27K +$25.6K +500 +2,500%
PCTC
505
Perkins Coie Trust Company
Washington
$26K
EWM
506
Evercore Wealth Management
New York
$21K
SNT
507
Security National Trust
West Virginia
$21K
PFS
508
Physicians Financial Services
North Carolina
$21K +$20.5K +400 New
JIC
509
Joel Isaacson & Co
New York
$16K
ZB
510
Zions Bancorporation
Utah
$16K
AWMS
511
Advocacy Wealth Management Services
Georgia
$16K +$15.4K +300 New
CBT
512
Central Bank & Trust
Kentucky
$15K
RBC
513
Roble Belko & Company
Pennsylvania
$15K
NFG
514
Next Financial Group
Texas
$14K +$768 +15 +6%
JAM
515
Jolley Asset Management
North Carolina
$13K
CFS
516
Commonwealth Financial Services
West Virginia
$13K +$12.8K +250 New
CFA
517
Carroll Financial Associates
North Carolina
$12K
ClearBridge Investments
518
ClearBridge Investments
New York
$11K
RFA
519
Reilly Financial Advisors
California
$11K
TIM
520
Tortoise Investment Management
New York
$11K
WTB
521
Washington Trust Bank
Washington
$11K
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.3K +202 New
ADL
523
Asset Dedication LLC
California
$11K +$10.8K +210 New
AIP
524
Ameritas Investment Partners
Nebraska
$10K
S
525
SignatureFD
Georgia
$10K +$51 +1 +0.5%