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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
651
Burke & Herbert Bank & Trust
Virginia
$224K
SFG
652
Summit Financial Group
West Virginia
$216K -$22.2K -771 -9%
CTA
653
Chesley Taft & Associates
Illinois
$216K -$18.8K -655 -8%
FMII
654
Farmers & Merchants Investments Inc
Nebraska
$213K -$86 -3 -0%
STA
655
Summit Trail Advisors
New York
$212K +$220K +7,670 New
BHWM
656
Bar Harbor Wealth Management
New Hampshire
$211K -$12.1K -422 -5%
VAM
657
Visionary Asset Management
Texas
$211K +$216K +7,501 New
APA
658
American Portfolios Advisors
New York
$209K +$214K +7,446 New
TMAM
659
Tokio Marine Asset Management
Japan
$209K -$93.8K -3,265 -31%
NA
660
NewEdge Advisors
Louisiana
$209K -$3.91K -136 -2%
VFA
661
Valeo Financial Advisors
Indiana
$207K +$1.81K +63 +0.9%
CA
662
Cornerstone Advisory
Maryland
$207K +$212K +7,368 New
ARMT
663
Amica Retiree Medical Trust
Rhode Island
$207K +$212K +7,379 New
CIC
664
Carnegie Investment Counsel
Ohio
$206K -$805 -28 -0.3%
CSIC
665
Clifford Swan Investment Counsel
California
$206K +$210K +7,321 New
NB
666
Nicolet Bankshares
Wisconsin
$205K -$16.9K -587 -7%
BBHC
667
Brown Brothers Harriman & Co
New York
$203K -$269K -9,363 -56%
Members Trust
668
Members Trust
Florida
$202K +$207K +7,203 New
CCA
669
Cobblestone Capital Advisors
New York
$201K +$205K +7,143 New
CFC
670
Coyle Financial Counsel
Illinois
$201K +$206K +7,161 New
ASN
671
Advisory Services Network
Georgia
$200K +$21.8K +757 +12%
VCA
672
Verdence Capital Advisors
Maryland
$200K +$205K +7,121 New
IA
673
IFG Advisory
Georgia
$200K +$205K +7,142 New
TCOV
674
Trust Company of Vermont
Vermont
$199K -$63.3K -2,202 -24%
JCM
675
Jacobi Capital Management
Pennsylvania
$199K -$3.25K -113 -2%