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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
726
Sequoia Financial Advisors
Ohio
$243K +$1.11K +33 +0.5%
PAS
727
Park Avenue Securities
New York
$241K -$7.42K -221 -3%
GI
728
GAMCO Investors
Connecticut
$240K -$9.4K -280 -4%
SW
729
SVB Wealth
Massachusetts
$240K +$7.72K +230 +3%
FNFDCM
730
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$238K +$24.9K +743 +12%
CTA
731
Chesley Taft & Associates
Illinois
$236K +$2.02K +60 +0.9%
FMW
732
Farr Miller & Washington
District of Columbia
$234K
CAC
733
Cowen and Company
New York
$234K +$228K +6,805 New
BST
734
Bath Savings Trust
Maine
$233K -$126K -3,760 -36%
GP
735
Girard Partners
Pennsylvania
$233K -$51.7K -1,541 -19%
FPS
736
Fieldpoint Private Securities
Connecticut
$232K -$1.65K -49 -0.7%
NIM
737
Nexus Investment Management
Ontario, Canada
$232K
WG
738
Winton Group
United Kingdom
$231K -$606K -18,055 -73%
FNBT
739
FineMark National Bank & Trust
Florida
$230K +$224K +6,674 New
HI
740
HBK Investments
Texas
$230K +$224K +6,676 New
SWMG
741
Strategic Wealth Management Group
Maryland
$228K +$336 +10 +0.2%
MOS
742
MGO One Seven
Ohio
$228K +$571 +17 +0.3%
FRM
743
Fox Run Management
Connecticut
$227K +$221K +6,575 New
BP
744
Ballentine Partners
Massachusetts
$226K +$5.57K +166 +3%
BFA
745
Beaumont Financial Advisors
Massachusetts
$226K +$14.2K +422 +7%
FWP
746
FAS Wealth Partners
Kansas
$225K +$12.6K +375 +6%
MWPCG
747
Measured Wealth Private Client Group
New Hampshire
$224K -$120K -3,576 -36%
LW
748
Linscomb Wealth
Texas
$224K
GCA
749
Gideon Capital Advisors
New York
$223K -$3.93M -116,910 -95%
LC
750
LCNB Corp
Ohio
$223K -$21.2K -631 -9%