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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Coastline Trust
Rhode Island
$287K +$287K +5,696 New
IP
502
Investment Partners
Ohio
$285K -$95.2K -1,891 -25%
GAM
503
Garrison Asset Management
Arkansas
$278K +$10.1K +200 +4%
BDF
504
Balasa Dinverno & Foltz
$277K
RG
505
Rathbones Group
United Kingdom
$277K
SCM
506
SOL Capital Management
Maryland
$276K -$2.02K -40 -0.7%
PHS
507
Pekin Hardy Strauss
Illinois
$276K +$2.62K +52 +1%
GTAM
508
Global Trust Asset Management
Florida
$275K -$1.61K -32 -0.6%
CAMG
509
CWA Asset Management Group
Florida
$273K -$17.6K -350 -6%
V
510
Veritable
Delaware
$273K -$806 -16 -0.3%
BC
511
Burney Company
Virginia
$273K +$273K +5,411 New
OFG
512
OmniStar Financial Group
North Carolina
$272K -$73.1K -1,451 -21%
WEC
513
Winslow Evans & Crocker
Massachusetts
$268K -$14.1K -280 -5%
MHS
514
M Holdings Securities
Oregon
$267K -$28.9K -574 -10%
AWM
515
Altium Wealth Management
New York
$267K +$267K +5,294 New
CNBT
516
Canandaigua National Bank & Trust
New York
$266K +$4.53K +90 +2%
FMTCOCP
517
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$265K
BBHC
518
Brown Brothers Harriman & Co
New York
$264K -$30.9K -614 -11%
PWM
519
Perigon Wealth Management
California
$264K -$4.18K -83 -2%
CCM
520
Compton Capital Management
Rhode Island
$264K
FC
521
FCA Corp
Texas
$262K
WP
522
WealthSource Partners
California
$262K +$7.91K +157 +3%
Koshinski Asset Management
523
Koshinski Asset Management
Illinois
$260K -$31.9K -634 -11%
PNC
524
Park National Corp
Ohio
$256K -$165K -3,285 -39%
CG
525
Caprock Group
Idaho
$256K +$33.7K +670 +15%