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Name Holding Trade Value Shares
Change
Change in
Stake
CB
551
Community Bank
New York
$283K
IA
552
IFP Advisors
Florida
$283K +$149K +1,595 +178%
VDI
553
Vaughan David Investments
Illinois
$277K
GCA
554
Gideon Capital Advisors
New York
$275K -$304K -3,243 -57%
RMCM
555
Reynders McVeigh Capital Management
Massachusetts
$274K -$4.68K -50 -2%
RJT
556
Raymond James Trust
Florida
$274K +$281 +3 +0.1%
AMG
557
Advisors Management Group
Wisconsin
$272K
HHAA
558
Henry H. Armstrong Associates
Pennsylvania
$272K
ICOA
559
Investment Centers of America
North Dakota
$269K -$152K -1,628 -41%
FSCM
560
Front Street Capital Management
Montana
$264K +$218K +2,325 New
HFM
561
Hartford Financial Management
Connecticut
$263K
ACM
562
Atlanta Capital Management
Georgia
$262K -$12.7M -135,140 -98%
Nuveen Fund Advisors
563
Nuveen Fund Advisors
Illinois
$262K +$216K +2,309 New
UF
564
Univest Financial
Pennsylvania
$261K
VFA
565
Voya Financial Advisors
Connecticut
$261K +$252K +2,689 New
CS
566
Cannell & Spears
New York
$258K
PAA
567
Peregrine Asset Advisers
Oregon
$258K
LNWWM
568
Laird Norton Wetherby Wealth Management
California
$258K +$7.86K +84 +4%
WB
569
WesBanco Bank
West Virginia
$257K -$32.4K -346 -13%
OAM
570
Occidental Asset Management
California
$257K -$9.36K -100 -4%
TFO
571
Tarbox Family Office
California
$256K
Neuberger Berman Group
572
Neuberger Berman Group
New York
$254K -$6.55K -70 -3%
HTC
573
Haverford Trust Company
Pennsylvania
$251K +$207K +2,215 New
KPCM
574
Kings Point Capital Management
New York
$250K -$1.9M -20,347 -90%
BRWA
575
B. Riley Wealth Advisors
Florida
$239K -$18.6K -199 -9%