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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1151
TCV Trust & Wealth Management
Virginia
$285K +$14.1K +181 +6%
PHAM
1152
Palisades Hudson Asset Management
Florida
$284K – – –
BA
1153
Boston Advisors
Massachusetts
$282K -$32.7K -420 -11%
JWA
1154
JFS Wealth Advisors
Pennsylvania
$280K -$8.41K -108 -3%
CNC
1155
Citizens & Northern Corp
Pennsylvania
$280K – – –
KPCM
1156
Kings Point Capital Management
New York
$280K – – –
SLA
1157
Silver Lake Advisory
Utah
$278K +$263K +3,379 New
UBWV
1158
United Bank (West Virginia)
West Virginia
$276K -$40K -514 -13%
ZCI
1159
Zevenbergen Capital Investments
Washington
$276K -$35.1K -450 -12%
HC
1160
Hourglass Capital
Texas
$273K – – –
WFG
1161
Windsor Financial Group
Minnesota
$271K – – –
HT
1162
HighTower Trust
Texas
$266K -$54.1K -695 -18%
AAM
1163
Autus Asset Management
Arizona
$264K -$119K -1,529 -32%
CCG
1164
Chatham Capital Group
Georgia
$261K – – –
PAMG
1165
Patton Albertson Miller Group
Tennessee
$261K +$247K +3,169 New
FMII
1166
Farmers & Merchants Investments Inc
Nebraska
$260K -$1.95K -25 -0.8%
GI
1167
Gradient Investments
Minnesota
$260K +$17.4K +223 +8%
GVT
1168
Genesee Valley Trust
New York
$259K -$88.9K -1,141 -27%
IB
1169
Intrust Bank
Kansas
$256K -$4.67K -60 -2%
TBNY
1170
Trustco Bank (New York)
New York
$255K -$59.5K -764 -20%
BSB
1171
Bangor Savings Bank
Maine
$254K +$34.7K +445 +17%
HCM
1172
Hollencrest Capital Management
California
$250K +$237K +3,036 New
NYLT
1173
New York Life Trust
New York
$248K -$3.27K -42 -1%
SMC
1174
Smith, Moore & Co
Missouri
$248K +$235K +3,017 New
SCM
1175
SKBA Capital Management
California
$247K -$31.2K -400 -12%
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