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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
551
AMG National Trust Bank
Colorado
$377K -$21.1K -701 -5%
WP
552
WealthSource Partners
California
$377K +$33.5K +1,116 +10%
MIP
553
Marietta Investment Partners
Wisconsin
$372K
UAS
554
United Asset Strategies
New York
$372K +$22.1K +736 +7%
NA
555
NewEdge Advisors
Louisiana
$367K +$3.82K +127 +1%
VCG
556
Vantage Consulting Group
Virginia
$367K +$109K +3,620 +44%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$363K +$38.6K +1,286 +12%
PSUF
558
People's United Financial
Connecticut
$363K +$97.2K +3,236 +38%
CK
559
Cohen Klingenstein
New York
$359K
VCAM
560
Van Cleef Asset Management
Ohio
$358K -$1.29K -43 -0.4%
KeyBank National Association
561
KeyBank National Association
Ohio
$357K -$72.5K -2,414 -17%
JCM
562
Jacobi Capital Management
Pennsylvania
$356K +$5.26K +175 +2%
FBA
563
Front Barnett Associates
Illinois
$355K -$31.6K -1,051 -8%
SC
564
Steph & Co
Wisconsin
$355K +$16.2K +539 +5%
CAI
565
Capital Advisors Inc
Oklahoma
$354K +$341K +11,362 New
IA
566
Insight Advisors
Pennsylvania
$352K
SWM
567
Segment Wealth Management
Texas
$351K +$62.9K +2,092 +23%
SMC
568
Smith, Moore & Co
Missouri
$348K -$22K -732 -6%
AFG
569
Allegheny Financial Group
Pennsylvania
$347K
QCM
570
Quest Capital Management
Texas
$346K +$113K +3,759 +51%
HCA
571
Harbour Capital Advisors
Virginia
$335K +$322K +10,732 New
ASN
572
Advisory Services Network
Georgia
$332K -$21.7K -721 -6%
GG
573
Gofen & Glossberg
Illinois
$332K +$17.8K +594 +6%
MA
574
Mutual Advisors
Nebraska
$332K +$27K +898 +9%
MC
575
Maverick Capital
Texas
$332K +$320K +10,644 New