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Name Holding Trade Value Shares
Change
Change in
Stake
BEC
651
Blue Edge Capital
Virginia
$230K – – –
HI
652
Human Investing
Oregon
$229K +$4.25K +39 +2%
AIL
653
AGF Investments LLC
Ontario, Canada
$227K -$741K -6,805 -78%
VDI
654
Vaughan David Investments
Illinois
$225K -$9.15K -84 -4%
PTC
655
Private Trust Company
Ohio
$225K +$7.73K +71 +4%
HSA
656
HBK Sorce Advisory
Pennsylvania
$224K +$4.14K +38 +2%
DLA
657
Douglas Lane & Associates
New York
$221K -$10.7K -98 -5%
EHWM
658
Eads & Heald Wealth Management
Georgia
$221K – – –
SP
659
Symmetry Partners
Connecticut
$221K +$209K +1,921 New
AWE
660
Avidian Wealth Enterprises
Texas
$221K +$210K +1,926 New
AssetMark Inc
661
AssetMark Inc
California
$218K -$29K -266 -12%
BIM
662
Baldwin Investment Management
Pennsylvania
$218K – – –
CNBT
663
Canandaigua National Bank & Trust
New York
$217K – – –
NB
664
Northwest Bancshares
Pennsylvania
$216K – – –
CHAM
665
Clear Harbor Asset Management
Connecticut
$214K – – –
GD
666
Grandfield & Dodd
New York
$214K +$203K +1,862 New
FRA
667
Front Row Advisors
California
$212K – – –
LWCFA
668
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$211K -$5.66K -52 -3%
LSAG
669
Lake Street Advisors Group
New Hampshire
$211K +$200K +1,839 New
SF
670
Synovus Financial
Georgia
$210K -$23K -211 -10%
WAM
671
Weiss Asset Management
Massachusetts
$208K +$197K +1,813 New
OFG
672
OmniStar Financial Group
North Carolina
$207K -$158K -1,450 -45%
JFA
673
JNBA Financial Advisors
Minnesota
$206K – – –
PWMAG
674
Pinnacle Wealth Management Advisory Group
New Jersey
$206K +$195K +1,790 New
BBHC
675
Brown Brothers Harriman & Co
New York
$202K -$172K -1,580 -47%