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Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
901
Trustco Bank (New York)
New York
$336K – – –
SP
902
Saranac Partners
$334K -$1.82K -10 -0.5%
CFSG
903
Clark Financial Services Group
Missouri
$334K – – –
DTC
904
Davidson Trust Company
Washington
$333K +$37.1K +204 +12%
HI
905
Horizon Investments
North Carolina
$330K +$11.5K +63 +3%
LCM
906
Logan Capital Management
Pennsylvania
$327K -$19.6K -108 -5%
PVI
907
Pine Valley Investments
New Jersey
$327K – – –
PA
908
Procyon Advisors
Connecticut
$326K +$139K +762 +65%
SWM
909
Segment Wealth Management
Texas
$325K +$9.09K +50 +3%
SIM
910
Studio Investment Management
Illinois
$324K +$203K +1,118 +142%
CI
911
CX Institutional
Indiana
$324K -$3.82K -21 -1%
SPA
912
Sherbrooke Park Advisers
New York
$323K +$347K +1,908 New
CTC
913
Central Trust Company
Missouri
$321K -$1.82K -10 -0.5%
FFA
914
First Foundation Advisors
California
$318K +$31.1K +171 +10%
PCS
915
Personal CFO Solutions
New Jersey
$318K +$12K +66 +4%
CIA
916
Cape Investment Advisory
Georgia
$317K +$4.55K +25 +1%
CWM
917
Connecticut Wealth Management
Connecticut
$317K +$137K +753 +67%
TCA
918
Tortoise Capital Advisors
Kansas
$315K – – –
FAFN
919
First Affirmative Financial Network
Colorado
$313K -$17.5K -96 -5%
CI
920
Conning Inc
Connecticut
$313K -$7.28K -40 -2%
OFG
921
Oxford Financial Group
Indiana
$312K -$65.5K -360 -16%
JFGIW
922
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$311K -$90.8K -499 -21%
XF
923
XML Financial
Maryland
$311K -$3.46K -19 -1%
PWA
924
Phoenix Wealth Advisors
North Carolina
$309K +$5.64K +31 +2%
TNB
925
Thomasville National Bank
Georgia
$307K – – –