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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
576
Salem Investment Counselors
North Carolina
$255K -$25.8K -508 -9%
MWM
577
Mission Wealth Management
California
$254K -$32.1K -632 -12%
BMO
578
Beck Mack & Oliver
New York
$253K
VNA
579
VNBTrust National Association
Virginia
$252K -$63.3K -1,248 -21%
CONA
580
Capital One National Association
New York
$251K -$286K -5,642 -54%
CI
581
Conning Inc
Connecticut
$251K +$242K +4,772 New
IWM
582
IHT Wealth Management
Illinois
$248K +$42.9K +846 +22%
PCM
583
Parsons Capital Management
Rhode Island
$246K +$12.2K +240 +5%
PP
584
PagnatoKarp Partners
Virginia
$245K +$233K +4,586 New
MSFP
585
Mark Sheptoff Financial Planning
Connecticut
$242K -$199K -3,919 -46%
CWA
586
Cypress Wealth Advisors
California
$242K -$63.6K -1,254 -21%
RTS
587
Round Table Services
New Jersey
$238K +$229K +4,510 New
CC
588
Cadinha & Co
Hawaii
$237K
MCM
589
Murphy Capital Management
New Jersey
$236K +$12.2K +240 +6%
CNBT
590
Canandaigua National Bank & Trust
New York
$235K -$8.37K -165 -4%
HFS
591
Haverford Financial Services
Pennsylvania
$235K +$226K +4,463 New
DWT
592
Dorsey & Whitney Trust
South Dakota
$235K +$227K +4,472 New
IB
593
Intrust Bank
Kansas
$234K +$8.68K +171 +4%
VF
594
Virtu Financial
New York
$234K +$226K +4,448 New
CPA
595
Clear Perspective Advisors
Illinois
$233K
PHS
596
Pekin Hardy Strauss
Illinois
$233K +$2.44K +48 +1%
PWLP
597
Prio Wealth Limited Partnership
Massachusetts
$232K -$28.4K -560 -11%
OC
598
Oakworth Capital
Alabama
$232K
SCG
599
Sonata Capital Group
Washington
$232K
CGT
600
Capital Guardian Trust
California
$232K +$29.7K +586 +15%