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Name Holding Trade Value Shares
Change
Change in
Stake
CS
1751
Cannell & Spears
New York
$356K
PA
1752
Probity Advisors
Texas
$355K +$28.8K +271 +8%
MIM
1753
Miller Investment Management
Pennsylvania
$354K
KA
1754
Klingman & Associates
New York
$352K +$213 +2 +0.1%
HS
1755
Huntington Steele
Pennsylvania
$351K
MFW
1756
Mosaic Family Wealth
Missouri
$350K -$33.8K -318 -8%
PV
1757
Private Vista
Illinois
$350K +$124K +1,171 +51%
GLI
1758
Guardian Life Insurance
New York
$349K -$162K -1,522 -30%
AOWM
1759
Alpha Omega Wealth Management
Virginia
$349K
BCM
1760
BTC Capital Management
Iowa
$348K
QCMC
1761
Quantum Capital Management (California)
California
$347K +$20.3K +191 +6%
AA
1762
Apriem Advisors
California
$346K -$33.2K -312 -8%
CWM
1763
Connecticut Wealth Management
Connecticut
$346K -$3.4K -32 -0.9%
FNB
1764
Farmers National Bank
Kentucky
$344K +$6.27K +59 +2%
SFG
1765
StrategIQ Financial Group
Indiana
$344K +$43.8K +412 +14%
WG
1766
Welch Group
Alabama
$340K +$88K +828 +32%
FLI
1767
Family Legacy Inc
South Carolina
$339K -$1.81K -17 -0.5%
RC
1768
Randolph Company
Ohio
$339K +$10.6K +100 +3%
CNB
1769
Camden National Bank
Maine
$338K -$1.59K -15 -0.4%
BHB
1770
Bank Hapoalim BM
Israel
$337K +$357K +3,355 New
WAP
1771
Wealthcare Advisory Partners
Pennsylvania
$335K +$160K +1,506 +82%
CFA
1772
Cahill Financial Advisors
Minnesota
$332K -$231K -2,175 -40%
CWM
1773
Confluence Wealth Management
Oregon
$331K -$606K -5,701 -63%
RGIA
1774
Rainier Group Investment Advisory
Washington
$331K -$22.3K -210 -6%
PHAM
1775
Palisades Hudson Asset Management
Florida
$331K