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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Voya Financial Advisors
Connecticut
$210K +$210K +5,772 New
BSA
652
Braun Stacey Associates
New York
$210K +$422K +11,600 New
ANB
653
Amarillo National Bank
Texas
$208K -$55.6K -1,528 -21%
CCS
654
Crosspoint Capital Strategies
California
$207K -$2.89M -79,566 -89%
BW
655
Bison Wealth
Georgia
$204K +$205K +5,644 +100%
CL
656
CSS LLC
Illinois
$203K
BO
657
Bank OZK
Arkansas
$202K
FAM
658
Formidable Asset Management
Ohio
$202K
SIC
659
Sigma Investment Counselors
Michigan
$202K +$436 +12 +0.2%
CP
660
Camelot Portfolios
Ohio
$200K -$15.4K -424 -7%
NCMG
661
NCM Capital Management Group
North Carolina
$199K +$29.1K +800 +17%
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$179K +$42.5K +1,170 +31%
EWM
663
Evercore Wealth Management
New York
$176K
MCM
664
Manchester Capital Management
Vermont
$163K
NFG
665
Next Financial Group
Texas
$160K +$38.5K +1,060 +32%
GLI
666
Guardian Life Insurance
New York
$156K
NYLT
667
New York Life Trust
New York
$155K -$3.64K -100 -2%
HIM
668
Hillsdale Investment Management
Ontario, Canada
$152K -$29.1K -800 -16%
OSNBOA
669
Old Second National Bank of Aurora
Illinois
$151K
GI
670
Gradient Investments
Minnesota
$148K -$37.1K -1,020 -20%
WT
671
Whittier Trust
California
$145K +$145K +4,000 New
MA
672
MCF Advisors
Kentucky
$141K +$145 +4 +0.1%
Bessemer Group
673
Bessemer Group
New Jersey
$138K +$3.42K +94 +3%
LNB
674
Ledyard National Bank
$134K +$14.5K +400 +12%
S
675
SignatureFD
Georgia
$125K +$9.89K +272 +9%