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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
701
FineMark National Bank & Trust
Florida
$288K
RAM
702
Roanoke Asset Management
New Jersey
$288K
P
703
Pitcairn
Pennsylvania
$287K +$4.79K +17 +2%
AC
704
Avenir Corporation
Virginia
$285K +$269K +955 New
BBI
705
Baxter Bros Inc
Connecticut
$283K
PI
706
Pettee Investors
Connecticut
$282K
VIMU
707
Veritas Investment Management (UK)
United Kingdom
$282K
TLCM
708
Twin Lakes Capital Management
California
$282K +$563 +2 +0.2%
4WM
709
4J Wealth Management
Virginia
$278K +$1.69K +6 +0.6%
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$277K
CBFP
711
Cedar Brook Financial Partners
Ohio
$277K +$1.97K +7 +0.8%
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$276K +$13.2K +47 +5%
DWM
713
Doyle Wealth Management
Florida
$274K
RIM
714
Regent Investment Management
Kentucky
$274K
CCM
715
Coldstream Capital Management
Washington
$271K -$25.9K -92 -9%
6F
716
626 Financial
Michigan
$270K +$225K +800 New
RC
717
RegentAtlantic Capital
New Jersey
$267K +$251K +893 New
DWT
718
Dorsey & Whitney Trust
South Dakota
$266K
DADC
719
D.A. Davidson & Co
Montana
$266K +$34.4K +122 +16%
OQS
720
Occudo Quantitative Strategies
Florida
$266K +$251K +891 New
AFS
721
Axiom Financial Strategies
Indiana
$264K
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$261K
KPWS
723
Kestra Private Wealth Services
Texas
$260K +$34.4K +122 +16%
Twin Tree Management
724
Twin Tree Management
Texas
$259K +$244K +867 New
SF
725
Synovus Financial
Georgia
$252K