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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
Sippican Capital Advisors
Massachusetts
$282K – – –
SFI
552
SPC Financial Inc
Maryland
$282K +$10.3K +100 +4%
DCM
553
Donaldson Capital Management
Indiana
$280K -$181K -1,755 -38%
AFC
554
AFT Forsyth & Company
Florida
$279K -$41.3K -400 -12%
MWAC
555
Mariner Wealth Advisors (Cincinnati)
Ohio
$279K +$1.14K +11 +0.4%
DA
556
Doliver Advisors
Texas
$277K +$289K +2,800 New
RA
557
Rational Advisors
New York
$268K -$73.5K -711 -21%
FNBT
558
FineMark National Bank & Trust
Florida
$267K – – –
CP
559
Coho Partners
Pennsylvania
$266K – – –
WP
560
WMS Partners
Maryland
$263K – – –
Fiera Capital (Canada)
561
Fiera Capital (Canada)
Quebec, Canada
$262K – – –
TCOV
562
Trust Company of Vermont
Vermont
$262K – – –
BOH
563
Bank of Hawaii
Hawaii
$260K +$271K +2,625 New
NG
564
Northstar Group
New York
$259K -$28.4K -275 -10%
EWM
565
Evercore Wealth Management
New York
$252K -$5.17K -50 -2%
KA
566
Kovack Advisors
Florida
$252K +$25.9K +251 +11%
SC
567
Schulhoff & Co
Ohio
$250K – – –
GF
568
Gabelli Funds
New York
$247K -$310K -3,000 -55%
AssetMark Inc
569
AssetMark Inc
California
$247K -$4.24K -41 -2%
CB
570
Community Bank
New York
$247K – – –
FDCC
571
Foster Dykema Cabot & Co
Massachusetts
$247K – – –
OFS
572
Orrstown Financial Services
Pennsylvania
$246K – – –
CS
573
Comerica Securities
Michigan
$241K – – –
DT
574
Diversified Trust
Tennessee
$239K +$1.76K +17 +0.7%
BMO
575
Beck Mack & Oliver
New York
$238K – – –