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Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
626
AMG National Trust Bank
Colorado
$310K -$13.8K -350 -5%
BCI
627
Brinker Capital Investments
Pennsylvania
$309K -$9.36K -237 -3%
E
628
Ergoteles
New York
$307K -$2.09M -52,934 -88%
FMLI
629
Fukoku Mutual Life Insurance
Japan
$307K
TBNY
630
Trustco Bank (New York)
New York
$307K -$2.96K -75 -1%
CD
631
Chapin Davis
Maryland
$306K +$280K +7,081 New
TFA
632
Transamerica Financial Advisors
Florida
$306K -$6.04K -153 -2%
EIG
633
Ellenbecker Investment Group
Wisconsin
$306K +$79 +2 +0%
SP
634
Successful Portfolios
Florida
$304K -$553 -14 -0.2%
UF
635
Univest Financial
Pennsylvania
$301K
WW
636
Westshore Wealth
California
$301K +$275K +6,964 New
GSB
637
Greenfield Savings Bank
Massachusetts
$301K -$3.63K -92 -1%
CFS
638
CRA Financial Services
New Jersey
$301K -$35.8K -905 -12%
ERIC
639
Eagle Rock Investment Company
Georgia
$300K
VCA
640
Verdence Capital Advisors
Maryland
$300K +$2.49K +63 +0.9%
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$300K
D
642
Diversified
Delaware
$298K +$2.02K +51 +0.7%
EFSCE
643
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$2.57K +65 +1%
AWM
644
Accel Wealth Management
Iowa
$297K +$830 +21 +0.3%
GFWA
645
Grey Fox Wealth Advisors
Delaware
$294K +$268K +6,794 New
FNFDCM
646
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$292K +$267K +6,760 New
IFG
647
Independent Financial Group
California
$289K
SWM
648
Segment Wealth Management
Texas
$287K -$20.9K -530 -7%
CCWM
649
Cassaday & Co Wealth Management
Virginia
$287K +$262K +6,630 New
SM
650
STF Management
Texas
$287K +$262K +6,630 New