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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
501
Boston Family Office
Massachusetts
$288K – – –
CT
502
Coastline Trust
Rhode Island
$287K +$287K +5,696 New
IP
503
Investment Partners
Ohio
$285K -$95.2K -1,891 -25%
GAM
504
Garrison Asset Management
Arkansas
$278K +$10.1K +200 +4%
BDF
505
Balasa Dinverno & Foltz
$277K – – –
RG
506
Rathbones Group
United Kingdom
$277K – – –
SCM
507
SOL Capital Management
Maryland
$276K -$2.02K -40 -0.7%
PHS
508
Pekin Hardy Strauss
Illinois
$276K +$2.62K +52 +1%
GTAM
509
Global Trust Asset Management
Florida
$275K -$1.61K -32 -0.6%
CAMG
510
CWA Asset Management Group
Florida
$273K -$17.6K -350 -6%
V
511
Veritable
Delaware
$273K -$806 -16 -0.3%
BC
512
Burney Company
Virginia
$273K +$273K +5,411 New
OFG
513
OmniStar Financial Group
North Carolina
$272K -$73.1K -1,451 -21%
WEC
514
Winslow Evans & Crocker
Massachusetts
$268K -$14.1K -280 -5%
MHS
515
M Holdings Securities
Oregon
$267K -$28.9K -574 -10%
AWM
516
Altium Wealth Management
New York
$267K +$267K +5,294 New
CNBT
517
Canandaigua National Bank & Trust
New York
$266K +$4.53K +90 +2%
FMTCOCP
518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$265K – – –
BBHC
519
Brown Brothers Harriman & Co
New York
$264K -$30.9K -614 -11%
PWM
520
Perigon Wealth Management
California
$264K -$4.18K -83 -2%
CCM
521
Compton Capital Management
Rhode Island
$264K – – –
FC
522
FCA Corp
Texas
$262K – – –
WP
523
WealthSource Partners
California
$262K +$7.91K +157 +3%
Koshinski Asset Management
524
Koshinski Asset Management
Illinois
$260K -$31.9K -634 -11%
PNC
525
Park National Corp
Ohio
$256K -$165K -3,285 -39%