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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Cornerstone Advisory
Maryland
$300K
LCM
702
Logan Capital Management
Pennsylvania
$297K
TNBTD
703
Trustmark National Bank Trust Department
Mississippi
$296K -$19.6K -70 -6%
VAS
704
Vestmark Advisory Solutions
Massachusetts
$292K +$21K +75 +8%
KCM
705
Kanawha Capital Management
Virginia
$291K +$559 +2 +0.2%
BFIM
706
Beese Fulmer Investment Management
Ohio
$290K
CFG
707
Citizens Financial Group
Rhode Island
$290K
CCM
708
Coldstream Capital Management
Washington
$290K +$280K +1,000 New
JCM
709
JS Capital Management
New York
$290K +$280K +1,000 New
TAM
710
Trillium Asset Management
Massachusetts
$282K
FNBT
711
FineMark National Bank & Trust
Florida
$280K -$45.9K -164 -15%
RAM
712
Roanoke Asset Management
New Jersey
$280K
TI
713
Tidal Investments
Wisconsin
$280K +$270K +964 New
BBI
714
Baxter Bros Inc
Connecticut
$275K
PI
715
Pettee Investors
Connecticut
$275K
VIMU
716
Veritas Investment Management (UK)
United Kingdom
$274K
TLCM
717
Twin Lakes Capital Management
California
$274K +$264K +944 New
P
718
Pitcairn
Pennsylvania
$273K +$839 +3 +0.3%
BHWM
719
Bar Harbor Wealth Management
New Hampshire
$269K
4WM
720
4J Wealth Management
Virginia
$268K +$259K +925 New
CBFP
721
Cedar Brook Financial Partners
Ohio
$267K +$14K +50 +6%
MAM
722
Meeder Asset Management
Ohio
$267K +$75.2K +269 +41%
DWM
723
Doyle Wealth Management
Florida
$266K -$28K -100 -10%
RIM
724
Regent Investment Management
Kentucky
$266K
ABC
725
Associated Banc-Corp
Wisconsin
$266K +$13.7K +49 +6%