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Name Holding Trade Value Shares
Change
Change in
Stake
IC
526
Inverness Counsel
New York
$125K -$19.6K -1,175 -9%
PPW
527
Parcion Private Wealth
Washington
$125K – – –
PCG
528
Private Capital Group
Connecticut
$124K -$12.3K -740 -6%
FCFC
529
First Citizens Financial Corp
Iowa
$124K – – –
GI
530
GAMCO Investors
Connecticut
$124K – – –
SC
531
SouthState Corp
Florida
$122K -$235K -14,121 -55%
RMDI
532
R.M. Davis Inc
Maine
$121K -$21K -1,262 -10%
First Manhattan
533
First Manhattan
New York
$121K -$1.81K -109 -0.9%
CG
534
Caprock Group
Idaho
$120K -$223K -13,390 -54%
FWM
535
Focused Wealth Management
New York
$119K +$433 +26 +0.2%
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$119K +$16.6K +998 +10%
FB
537
Fulton Bank
Pennsylvania
$119K +$192K +11,551 New
KBG
538
Kahn Brothers Group
New York
$118K – – –
TA
539
TCG Advisors
Texas
$118K +$1.66K +100 +0.9%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$117K – – –
AW
541
ACG Wealth
Georgia
$116K – – –
GCA
542
Genesee Capital Advisors
New York
$115K +$185K +11,101 New
LWM
543
Lenox Wealth Management
Ohio
$114K +$1.31K +79 +0.7%
TMAM
544
Tokio Marine Asset Management
Japan
$112K -$70.9K -4,258 -28%
HB
545
Horizon Bancorp
Indiana
$112K – – –
FAAS
546
First Allied Advisory Services
California
$112K +$179K +10,772 New
BOTW
547
Bank of the West
California
$110K -$209K -12,547 -54%
CC
548
Courier Capital
New York
$109K – – –
HC
549
HNP Capital
New York
$109K +$175K +10,538 New
BST
550
Bath Savings Trust
Maine
$108K -$63.2K -3,800 -27%