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Name Holding Trade Value Shares
Change
Change in
Stake
AI
551
Analytic Investors
California
$228K +$234K +11,523 New
PGFC
552
Peapack-Gladstone Financial Corp
New Jersey
$228K
LCS
553
Levin Capital Strategies
New York
$227K -$44.8K -2,209 -16%
OSNBOA
554
Old Second National Bank of Aurora
Illinois
$227K
HSA
555
HBK Sorce Advisory
Pennsylvania
$222K -$5.27K -260 -2%
FP
556
FDO Partners
Massachusetts
$222K +$227K +11,209 New
RCAMU
557
Rothschild & Co Asset Management US
Connecticut
$222K +$227K +11,213 New
EFS
558
Essex Financial Services
Connecticut
$218K
DC
559
Davenport & Co
Virginia
$218K +$14.9K +736 +7%
UF
560
Univest Financial
Pennsylvania
$213K -$198K -9,750 -48%
RBC
561
Ronald Blue & Co
Georgia
$213K -$770 -38 -0.4%
ARMT
562
Amica Retiree Medical Trust
Rhode Island
$212K
SRC
563
Shufro Rose & Co
New York
$211K -$109K -5,398 -34%
FFBTD
564
First Financial Bank - Trust Division
Ohio
$208K +$1.26K +62 +0.6%
SKK
565
Shepherd Kaplan Krochuk
Massachusetts
$206K +$210K +10,383 New
AB
566
AT Bancorp
Iowa
$205K
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$204K +$14.9K +737 +8%
SSG
568
Summit Securities Group
New York
$201K +$178K +8,763 +625%
PAG
569
Pinnacle Advisory Group
Maryland
$200K -$26.2K -1,292 -11%
SFSIG
570
San Francisco Sentry Investment Group
California
$200K -$13.7K -678 -6%
WT
571
Whittier Trust
California
$199K -$24.9K -1,230 -11%
BL
572
Balentine LLC
Georgia
$193K +$1.99K +98 +1%
JWA
573
JFS Wealth Advisors
Pennsylvania
$193K +$96.8K +4,774 +96%
JIR
574
James Investment Research
Ohio
$188K -$9.85M -485,812 -98%
CGT
575
Capital Guardian Trust
California
$183K -$233K -11,497 -55%