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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
576
Capstone Financial Advisors
Illinois
$371K
PIM
577
Penobscot Investment Management
Massachusetts
$366K
PAS
578
Professional Advisory Services
Florida
$362K
AllianceBernstein
579
AllianceBernstein
Tennessee
$362K +$41.3K +254 +13%
BFO
580
Biltmore Family Office
North Carolina
$360K -$1.48M -9,101 -81%
JAM
581
Jolley Asset Management
North Carolina
$360K -$9.1K -56 -3%
CA
582
Clearstead Advisors
Ohio
$360K +$34.8K +214 +11%
AC
583
Addenda Capital
Quebec, Canada
$359K
ZIG
584
Zuckerman Investment Group
Illinois
$358K
FNC
585
First National Corp
Massachusetts
$356K -$21.3K -131 -6%
LIM
586
Loudon Investment Management
New Hampshire
$355K -$3.25K -20 -0.9%
BHWM
587
Bar Harbor Wealth Management
New Hampshire
$354K
LC
588
LCNB Corp
Ohio
$354K
PL
589
Parthenon LLC
Kentucky
$354K
CWM
590
Concentric Wealth Management
California
$354K +$16.3K +100 +5%
CNBT
591
Canandaigua National Bank & Trust
New York
$351K -$7.15K -44 -2%
LCP
592
Legacy Capital Partners
Wisconsin
$351K
LCM
593
Logan Capital Management
Pennsylvania
$350K
LB
594
Legacy Bridge
Iowa
$349K +$44.4K +273 +15%
WJWM
595
Williams Jones Wealth Management
New York
$345K
PCG
596
Private Capital Group
Connecticut
$345K +$29.4K +181 +10%
HC
597
Henshaw Capital
Massachusetts
$340K +$328K +2,019 New
OL
598
Optas LLC
Texas
$339K +$328K +2,021 New
APA
599
American Portfolios Advisors
New York
$338K -$20.5K -126 -6%
FMC
600
First Merchants Corp
Indiana
$338K