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Name Holding Trade Value Shares
Change
Change in
Stake
BC
701
Burney Company
Virginia
$368K +$22.6K +485 +6%
QAM
702
Quantres Asset Management
Cayman Islands
$366K +$392K +8,400 New
CBU
703
CIBC Bank USA
Illinois
$365K -$113K -2,419 -22%
LIM
704
Leavell Investment Management
Alabama
$363K
ATC
705
Adirondack Trust Company
New York
$359K +$5.13K +110 +1%
HSA
706
HBK Sorce Advisory
Pennsylvania
$359K +$22K +472 +6%
AIM
707
Aspen Investment Management
Michigan
$355K -$4.66K -100 -1%
PNC
708
Park National Corp
Ohio
$352K -$11.1K -239 -3%
CK
709
Cohen Klingenstein
New York
$349K
SFG
710
SevenBridge Financial Group
Pennsylvania
$346K -$24.5K -525 -6%
MCA
711
Morris Capital Advisors
Pennsylvania
$344K -$1.3K -28 -0.4%
CWM
712
Confluence Wealth Management
Oregon
$343K
PFBT
713
Parkside Financial Bank & Trust
Missouri
$342K -$26K -558 -7%
BC
714
Banced Corp
Illinois
$341K +$1.96K +42 +0.5%
DWM
715
Dakota Wealth Management
Florida
$335K +$358K +7,688 New
PCAP
716
Pratt Collard Advisory Partners
New York
$332K +$9.32K +200 +3%
TYCC
717
Texas Yale Capital Corp
Florida
$331K
PCMC
718
Paragon Capital Management (Colorado)
Colorado
$329K +$104K +2,237 +42%
EM
719
Excalibur Management
Massachusetts
$323K -$6.29K -135 -2%
WB
720
Webster Bank
Connecticut
$323K
AWM
721
Altavista Wealth Management
North Carolina
$319K -$54.3K -1,165 -14%
CCA
722
Checchi Capital Advisers
California
$319K +$7.74K +166 +2%
SM
723
Sciencast Management
New Jersey
$314K +$331K +7,100 New
1WA
724
180 Wealth Advisors
Washington
$312K -$448K -9,599 -57%
TA
725
Tiedemann Advisors
New York
$308K +$330K +7,072 New