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Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
Trust Company
Kansas
$64K – – –
FHA
252
First Horizon Advisors
Tennessee
$58K – – –
IDBONY
253
Israel Discount Bank of New York
New York
$50K – – –
PA
254
Parallel Advisors
California
$48K – – –
TCOV
255
Trust Company of Vermont
Vermont
$43K – – –
EA
256
Edge Advisors
Georgia
$41K – – –
LNB
257
Ledyard National Bank
$37K – – –
PWM
258
Perigon Wealth Management
California
$37K – – –
CA
259
Crewe Advisors
Utah
$37K +$37.4K +400 New
GWM
260
Geneos Wealth Management
Colorado
$33K +$5.61K +60 +20%
BRC
261
Bell Rock Capital
Delaware
$28K +$187 +2 +0.7%
SWP
262
Stratos Wealth Partners
Ohio
$28K +$29K +310 New
SGAM
263
Smith Group Asset Management
Texas
$26K -$561 -6 -2%
VDFA
264
Vickerman & Driscoll Financial Advisors
Washington
$25K +$25.7K +275 New
HDIM
265
Hanson & Doremus Investment Management
Vermont
$23K – – –
VCM
266
Versant Capital Management
Arizona
$22K – – –
MCM
267
Mainstay Capital Management
Michigan
$22K +$22.7K +243 New
ClearBridge Investments
268
ClearBridge Investments
New York
$20K – – –
IBOK
269
Independence Bank of Kentucky
Kentucky
$17K +$17K +182 New
PCG
270
Private Capital Group
Connecticut
$17K +$17.8K +190 New
FPFS
271
First Personal Financial Services
North Carolina
$15K -$6.73K -72 -31%
PAM
272
Panagora Asset Management
Massachusetts
$14K -$246K -2,635 -95%
TSW
273
Thompson Siegel & Walmsley
Virginia
$14K -$1.5K -16 -10%
STA
274
Summit Trail Advisors
New York
$13K +$14.4K +154 New
GAM
275
Gemmer Asset Management
California
$12K – – –