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Name Holding Trade Value Shares
Change
Change in
Stake
ABTD
651
Arvest Bank Trust Division
Oklahoma
$236K
CC
652
Courier Capital
New York
$234K
CIC
653
Carnegie Investment Counsel
Ohio
$232K +$27 +1 +0%
TU
654
TDAM USA
Ontario, Canada
$231K -$61.6K -2,281 -22%
FB
655
Fulton Bank
Pennsylvania
$231K -$15.1K -561 -6%
SFA
656
Sequoia Financial Advisors
Ohio
$231K -$4.94K -183 -2%
AIS
657
Accurate Investment Solutions
Pennsylvania
$231K +$567 +21 +0.3%
DC
658
Davenport & Co
Virginia
$231K -$28.1K -1,039 -11%
TSS
659
Two Sigma Securities
New York
$228K -$89.9K -3,330 -29%
LC
660
LCNB Corp
Ohio
$227K -$3.78K -140 -2%
TG
661
TLP Group
Illinois
$227K +$221K +8,174 New
IWM
662
IHT Wealth Management
Illinois
$226K -$12.5K -464 -5%
KFGK
663
Keystone Financial Group (Kentucky)
Kentucky
$226K
TIA
664
Tiemann Investment Advisors
California
$225K +$219K +8,097 New
UFG
665
United Fire Group
Iowa
$223K
BHBT
666
Burke & Herbert Bank & Trust
Virginia
$221K
EDRH
667
Edmond de Rothschild Holding
Switzerland
$218K +$212K +7,836 New
SC
668
SRB Corp
Massachusetts
$217K +$33.6K +1,246 +19%
TYCC
669
Texas Yale Capital Corp
Florida
$215K -$194K -7,181 -48%
CTA
670
Chesley Taft & Associates
Illinois
$215K +$1.24K +46 +0.6%
NA
671
NewEdge Advisors
Louisiana
$207K +$162 +6 +0.1%
BBHC
672
Brown Brothers Harriman & Co
New York
$207K +$5.75K +213 +3%
ARMT
673
Amica Retiree Medical Trust
Rhode Island
$205K
VFA
674
Valeo Financial Advisors
Indiana
$205K
GWM
675
Greenwich Wealth Management
Connecticut
$205K +$199K +7,375 New