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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
426
Avalon Investment & Advisory
Texas
$557K +$6.21K +111 +1%
TSWM
427
Triangle Securities Wealth Management
North Carolina
$556K -$123K -2,197 -17%
CBU
428
CIBC Bank USA
Illinois
$549K +$197K +3,522 +52%
RG
429
Rathbones Group
United Kingdom
$545K -$17.5K -312 -3%
MCM
430
MAI Capital Management
Ohio
$542K -$8.48M -151,518 -94%
BBPWM
431
Blue Bell Private Wealth Management
Pennsylvania
$539K – – –
WA
432
WealthTrust Axiom
Pennsylvania
$539K +$56.1K +1,002 +11%
GT
433
Glenview Trust
Kentucky
$539K +$564K +10,089 New
CAM
434
Columbia Asset Management
Michigan
$537K +$113K +2,024 +25%
TAM
435
Trillium Asset Management
Massachusetts
$535K -$110K -1,967 -16%
GD
436
Grandfield & Dodd
New York
$531K -$27K -482 -5%
SAM
437
Strategy Asset Managers
California
$527K +$57.5K +1,027 +12%
GAM
438
Garrison Asset Management
Arkansas
$526K – – –
BTNA
439
Bremer Trust National Association
Minnesota
$525K +$24.8K +444 +5%
GWCM
440
Godshalk Welsh Capital Management
Pennsylvania
$524K +$548K +9,800 New
SI
441
SII Investments
Wisconsin
$523K +$209K +3,727 +63%
BCB
442
Brian C. Broderick
$518K -$2.61M -46,708 -83%
DCM
443
Dynamic Capital Management
Jersey
$517K -$1.03M -18,384 -66%
SCM
444
SOL Capital Management
Maryland
$513K – – –
UAS
445
United Asset Strategies
New York
$503K +$168 +3 +0%
HPC
446
HM Payson & Co
Maine
$502K +$32.2K +575 +7%
ICAS
447
Investors Capital Advisory Services
Massachusetts
$502K +$98.2K +1,755 +23%
BCMO
448
Buckingham Capital Management (Ohio)
Ohio
$499K +$12.3K +219 +2%
KWMG
449
King Wealth Management Group
Florida
$498K +$521K +9,316 New
EIM
450
Emerson Investment Management
Massachusetts
$494K – – –