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Name Holding Trade Value Shares
Change
Change in
Stake
AT
501
Arden Trust
Delaware
$568K -$26K -905 -4%
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$565K
LNB
503
Ledyard National Bank
$561K
KeyBank National Association
504
KeyBank National Association
Ohio
$557K -$342K -11,908 -38%
VFA
505
Voya Financial Advisors
Connecticut
$550K -$50.3K -1,751 -8%
MPI
506
Mairs & Power Inc
Minnesota
$549K
NB
507
Northwest Bancshares
Pennsylvania
$545K +$557K +19,383 New
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$543K +$60.9K +2,120 +12%
CWM
509
Calamos Wealth Management
Illinois
$539K -$11K -384 -2%
DS
510
DRW Securities
Illinois
$531K +$542K +18,877 New
GWM
511
Geneos Wealth Management
Colorado
$526K +$19.7K +684 +4%
GT
512
Greenleaf Trust
Michigan
$523K +$126K +4,401 +31%
FNBTCON
513
First National Bank & Trust Co of Newtown
Pennsylvania
$519K
PTC
514
Private Trust Company
Ohio
$516K -$4.91K -171 -0.9%
AssetMark Inc
515
AssetMark Inc
California
$513K +$74.3K +2,587 +17%
SNT
516
Security National Trust
West Virginia
$505K -$106K -3,702 -17%
OIA
517
Optimum Investment Advisors
Illinois
$502K +$1.09K +38 +0.2%
WA
518
WBH Advisory
Maryland
$499K -$136K -4,736 -21%
SMC
519
Smith, Moore & Co
Missouri
$498K +$128K +4,466 +34%
TBNY
520
Trustco Bank (New York)
New York
$495K -$5.37K -187 -1%
ITIM
521
Indiana Trust & Investment Management
Indiana
$483K +$1.49K +52 +0.3%
PTC
522
Philadelphia Trust Company
Pennsylvania
$481K
DCM
523
Driehaus Capital Management
Illinois
$479K +$490K +17,048 New
AP
524
Advisor Partners
California
$475K +$46.9K +1,632 +10%
CCM
525
CrestPoint Capital Management
Missouri
$465K