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Name Holding Trade Value Shares
Change
Change in
Stake
MFW
1026
Meristem Family Wealth
Minnesota
$543K +$65.3K +828 +14%
CBU
1027
CIBC Bank USA
Illinois
$540K -$100K -1,269 -16%
FAG
1028
Financial Advisory Group
Texas
$540K +$282K +3,570 +115%
IPC
1029
Independent Portfolio Consultants
Florida
$539K +$35.1K +445 +7%
OPTFSNA
1030
Old Point Trust & Financial Services N A
Virginia
$538K
CCP
1031
Clarkston Capital Partners
Michigan
$531K +$17.7K +225 +4%
NAM
1032
NTV Asset Management
West Virginia
$529K +$22.1K +280 +4%
BRA
1033
Bender Robert & Associates
California
$526K -$22.1K -280 -4%
NFC
1034
Northeast Financial Consultants
Connecticut
$526K
FMB
1035
Field & Main Bank
Kentucky
$525K +$14.2K +180 +3%
PTC
1036
Philadelphia Trust Company
Pennsylvania
$524K -$1.22M -15,464 -70%
BST
1037
Bath Savings Trust
Maine
$523K
Rafferty Asset Management
1038
Rafferty Asset Management
New York
$518K -$188K -2,387 -27%
JEW
1039
Jamison Eaton & Wood
New Jersey
$515K +$281K +3,560 +127%
T
1040
Thomaspartners
Massachusetts
$514K -$57K -722 -10%
NAMP
1041
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$513K
VFS
1042
VSR Financial Services
Kansas
$512K +$49.8K +631 +11%
PVWM
1043
Point View Wealth Management
New Jersey
$511K
MC
1044
Mathes Company
New York
$510K -$13.8K -175 -3%
SC
1045
Savant Capital
Illinois
$510K +$22.9K +290 +5%
PFA
1046
Pure Financial Advisors
California
$509K +$33.8K +429 +7%
CFS
1047
Community Financial System
New York
$507K
AF
1048
Allworth Financial
California
$507K +$3.23K +41 +0.7%
OIA
1049
Optimum Investment Advisors
Illinois
$504K +$237 +3 +0%
PCM
1050
Prelude Capital Management
New York
$502K -$586K -7,425 -54%