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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1076
Canandaigua National Bank & Trust
New York
$222K +$1.05K +6 +0.4%
GVAG
1077
Great Valley Advisor Group
Delaware
$220K – – –
Fisher Asset Management
1078
Fisher Asset Management
Washington
$218K +$233K +1,329 New
GI
1079
GAMCO Investors
Connecticut
$217K -$49K -280 -18%
BHWM
1080
Bar Harbor Wealth Management
New Hampshire
$216K – – –
CG
1081
Corundum Group
Colorado
$215K +$1.58K +9 +0.7%
CW
1082
Cabot-Wellington
Massachusetts
$214K – – –
NG
1083
Northstar Group
New York
$214K – – –
SFM
1084
Systematic Financial Management
New Jersey
$214K – – –
CT
1085
Coastline Trust
Rhode Island
$214K +$4.38K +25 +2%
BFM
1086
Boston Financial Management
Massachusetts
$213K -$101K -575 -31%
EFS
1087
Essex Financial Services
Connecticut
$212K -$2.63K -15 -1%
CCP
1088
Corient Capital Partners
California
$212K +$227K +1,295 New
ST
1089
Smithfield Trust
Pennsylvania
$211K – – –
KFA
1090
Kays Financial Advisory
Georgia
$210K +$1.05K +6 +0.5%
BONST
1091
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$1.45M -8,280 -87%
GFS
1092
GYL Financial Synergies
Connecticut
$209K +$5.43K +31 +2%
SVWAG
1093
Sound View Wealth Advisors Group
Georgia
$207K +$221K +1,263 New
GI
1094
Gradient Investments
Minnesota
$206K -$5.95K -34 -3%
AWMF
1095
Arbor Wealth Management (Florida)
Florida
$206K +$15.4K +88 +8%
NWP
1096
Northstar Wealth Partners
Connecticut
$205K -$29.2K -167 -12%
SSWM
1097
Sheets Smith Wealth Management
North Carolina
$204K -$1.19M -6,793 -85%
NIPH
1098
NN Investment Partners Holdings
Netherlands
$204K – – –
SWM
1099
SeaCrest Wealth Management
New York
$204K +$35.4K +202 +19%
Verition Fund Management
1100
Verition Fund Management
Connecticut
$204K +$217K +1,240 New