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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Chesapeake Wealth Management
Virginia
$280K -$77.2K -700 -22%
GAG
777
GM Advisory Group
New York
$279K +$882 +8 +0.3%
PGFC
778
Peapack-Gladstone Financial Corp
New Jersey
$279K – – –
FBFS
779
First Business Financial Services
Wisconsin
$279K – – –
GA
780
Geller Advisors
New York
$278K +$25.1K +228 +10%
TFGT
781
TS Financial Group (TSFG)
Illinois
$278K – – –
BA
782
Ballast Advisors
Minnesota
$278K -$152K -1,380 -37%
JSA
783
Jacobson & Schmitt Advisors
Wisconsin
$278K – – –
MIC
784
Meridian Investment Counsel
California
$278K – – –
MCM
785
Monarch Capital Management
Indiana
$278K – – –
FFBTD
786
First Financial Bank - Trust Division
Ohio
$278K -$27.3K -248 -9%
CBT
787
Central Bank & Trust
Kentucky
$278K +$1.32K +12 +0.5%
HTC
788
Haverford Trust Company
Pennsylvania
$277K +$20.3K +184 +8%
VI
789
Versor Investments
New York
$277K +$264K +2,392 New
SCM
790
SevenOneSeven Capital Management
Pennsylvania
$276K -$69.7K -632 -21%
BCM
791
Bayesian Capital Management
New York
$275K +$262K +2,380 New
AWA
792
Arete Wealth Advisors
Illinois
$275K -$8.82K -80 -3%
WTC
793
WhitTier Trust Company
Nevada
$269K -$3.09K -28 -1%
FAFN
794
First Affirmative Financial Network
Colorado
$268K +$7.5K +68 +3%
JWCA
795
J.W. Cole Advisors
Florida
$268K -$12.3K -112 -5%
DADC
796
D.A. Davidson & Co
Montana
$267K -$2.2K -20 -0.9%
SWP
797
Strategic Wealth Partners
Ohio
$266K – – –
SAM
798
Strategy Asset Managers
California
$266K -$9.7K -88 -4%
KF
799
Krilogy Financial
Missouri
$264K -$438K -3,976 -64%
AIM
800
Arcadia Investment Management
Michigan
$261K – – –