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Name Holding Trade Value Shares
Change
Change in
Stake
RW
551
Rand Wealth
Maryland
$231K
HFS
552
Haverford Financial Services
Pennsylvania
$231K +$227K +4,549 New
PP
553
Palladium Partners
Virginia
$230K -$39.8K -800 -15%
FBNAT
554
FirstMerit Bank N.A. Trustee
Ohio
$230K -$12K -240 -5%
TBNY
555
Trustco Bank (New York)
New York
$229K -$2.69K -54 -1%
CC
556
Cadinha & Co
Hawaii
$228K
V
557
Veritable
Delaware
$227K -$136K -2,723 -38%
BCM
558
Birmingham Capital Management
Alabama
$226K -$35.1K -704 -14%
RMDI
559
R.M. Davis Inc
Maine
$226K -$598 -12 -0.3%
SAM
560
SignalPoint Asset Management
Missouri
$225K -$149 -3 -0.1%
BHTS
561
Bar Harbor Trust Services
Maine
$225K
FMBTD
562
First Midwest Bank Trust Division
Illinois
$224K
FC
563
FCA Corp
Texas
$223K +$219K +4,400 New
BC
564
Bartlett & Co
Ohio
$222K
WAM
565
Wealthspire Advisors (Maryland)
Maryland
$221K +$24.6K +493 +13%
BIT
566
BlackRock Institutional Trust
California
$219K +$215K +4,320 New
Jones Financial Companies
567
Jones Financial Companies
Missouri
$217K -$43.6K -876 -17%
HA
568
Hamel Associates
New Jersey
$216K -$254K -5,100 -54%
GA
569
GFS Advisors
Texas
$215K -$85.7K -1,720 -29%
FCM
570
Forester Capital Management
Illinois
$214K +$75.7K +1,520 +70%
Legal & General Group
571
Legal & General Group
United Kingdom
$213K
BSW
572
Buckingham Strategic Wealth
Missouri
$213K +$1.64K +33 +0.8%
GC
573
Gratus Capital
Georgia
$212K +$209K +4,190 New
CCM
574
Compton Capital Management
Rhode Island
$211K
GC
575
Grimes & Company
Massachusetts
$209K -$60.4K -1,212 -23%