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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
551
Laird Norton Wetherby Wealth Management
California
$230K +$14.8K +140 +6%
AMG
552
Advisors Management Group
Wisconsin
$229K – – –
HHAA
553
Henry H. Armstrong Associates
Pennsylvania
$229K – – –
VDI
554
Vaughan David Investments
Illinois
$224K -$10.6K -100 -4%
FSCM
555
Front Street Capital Management
Montana
$222K – – –
HFM
556
Hartford Financial Management
Connecticut
$222K – – –
LCM
557
Laurion Capital Management
New York
$220K -$20.5M -193,588 -99%
UF
558
Univest Financial
Pennsylvania
$220K – – –
CS
559
Cannell & Spears
New York
$218K – – –
OAM
560
Occidental Asset Management
California
$217K – – –
WB
561
WesBanco Bank
West Virginia
$217K – – –
TFO
562
Tarbox Family Office
California
$216K – – –
NHC
563
Nicholas Hoffman & Company
Georgia
$213K +$25.5K +241 +12%
HTC
564
Haverford Trust Company
Pennsylvania
$212K – – –
PA
565
Pinnacle Associates
New York
$208K -$56.1K -530 -20%
WP
566
WealthSource Partners
California
$208K +$230K +2,178 New
RMCM
567
Reynders McVeigh Capital Management
Massachusetts
$202K -$31.7K -300 -12%
FNBTCON
568
First National Bank & Trust Co of Newtown
Pennsylvania
$202K +$224K +2,117 New
IA
569
IFP Advisors
Florida
$201K -$40.7K -385 -15%
Neuberger Berman Group
570
Neuberger Berman Group
New York
$201K -$14.3K -135 -6%
PL
571
Parthenon LLC
Kentucky
$201K – – –
AFIA
572
America First Investment Advisors
Nebraska
$200K -$209K -1,971 -48%
WT
573
Whittier Trust
California
$195K – – –
SF
574
Synovus Financial
Georgia
$194K – – –
Lazard Asset Management
575
Lazard Asset Management
New York
$190K – – –