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Name Holding Trade Value Shares
Change
Change in
Stake
VDI
651
Vaughan David Investments
Illinois
$225K -$9.15K -84 -4%
PTC
652
Private Trust Company
Ohio
$225K +$7.73K +71 +4%
HSA
653
HBK Sorce Advisory
Pennsylvania
$224K +$4.14K +38 +2%
DLA
654
Douglas Lane & Associates
New York
$221K -$10.7K -98 -5%
EHWM
655
Eads & Heald Wealth Management
Georgia
$221K
SP
656
Symmetry Partners
Connecticut
$221K +$209K +1,921 New
AWE
657
Avidian Wealth Enterprises
Texas
$221K +$210K +1,926 New
AssetMark Inc
658
AssetMark Inc
California
$218K -$29K -266 -12%
BIM
659
Baldwin Investment Management
Pennsylvania
$218K
CNBT
660
Canandaigua National Bank & Trust
New York
$217K
NB
661
Northwest Bancshares
Pennsylvania
$216K
CHAM
662
Clear Harbor Asset Management
Connecticut
$214K
GD
663
Grandfield & Dodd
New York
$214K +$203K +1,862 New
FRA
664
Front Row Advisors
California
$212K
LWCFA
665
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$211K -$5.66K -52 -3%
LSAG
666
Lake Street Advisors Group
New Hampshire
$211K +$200K +1,839 New
SF
667
Synovus Financial
Georgia
$210K -$23K -211 -10%
WAM
668
Weiss Asset Management
Massachusetts
$208K +$197K +1,813 New
OFG
669
OmniStar Financial Group
North Carolina
$207K -$158K -1,450 -45%
JFA
670
JNBA Financial Advisors
Minnesota
$206K
PWMAG
671
Pinnacle Wealth Management Advisory Group
New Jersey
$206K +$195K +1,790 New
BBHC
672
Brown Brothers Harriman & Co
New York
$202K -$172K -1,580 -47%
BAC
673
Boys Arnold & Co
North Carolina
$201K +$191K +1,753 New
VF
674
Virtu Financial
New York
$200K +$190K +1,742 New
CIA
675
Capital Investment Advisors
Georgia
$200K +$190K +1,746 New