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Name Holding Trade Value Shares
Change
Change in
Stake
BC
551
Burney Company
Virginia
$252K +$5.99K +118 +2%
SIC
552
Salem Investment Counselors
North Carolina
$249K – – –
DWT
553
Dorsey & Whitney Trust
South Dakota
$249K +$660 +13 +0.3%
BMO
554
Beck Mack & Oliver
New York
$244K – – –
IAA
555
Independent Advisor Alliance
North Carolina
$243K +$42K +828 +21%
VNA
556
VNBTrust National Association
Virginia
$242K – – –
AT
557
Arden Trust
Delaware
$240K +$23.6K +465 +11%
HPC
558
HM Payson & Co
Maine
$239K -$20.4K -402 -8%
HVIA
559
Hudson Valley Investment Advisors
New York
$239K – – –
WAM
560
Wealthspire Advisors (Maryland)
Maryland
$239K +$5.02K +99 +2%
CA
561
Cetera Advisors
Colorado
$237K -$393K -7,751 -62%
FBT
562
First Bankers Trust
Kentucky
$237K -$26.6K -524 -10%
CCM
563
Coldstream Capital Management
Washington
$237K +$237K +4,666 New
SS
564
Simplicity Solutions
Minnesota
$235K -$596K -11,747 -72%
CC
565
Cadinha & Co
Hawaii
$235K +$7K +138 +3%
PWLP
566
Prio Wealth Limited Partnership
Massachusetts
$234K – – –
IC
567
Intersect Capital
California
$233K – – –
SBIA
568
Sheaff Brock Investment Advisors
Indiana
$233K +$507 +10 +0.2%
CAMG
569
CWA Asset Management Group
Florida
$232K +$11K +216 +5%
AB
570
AT Bancorp
Iowa
$231K -$42K -828 -15%
LNC
571
Lincoln National Corp
Pennsylvania
$231K +$2.08K +41 +0.9%
NL
572
NWAM LLC
Washington
$231K +$231K +4,558 New
RW
573
Rand Wealth
Maryland
$229K +$4.06K +80 +2%
HFS
574
Haverford Financial Services
Pennsylvania
$227K – – –
PHS
575
Pekin Hardy Strauss
Illinois
$224K – – –