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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
801
Canandaigua National Bank & Trust
New York
$302K -$9.38K -169 -3%
SAM
802
Smithbridge Asset Management
Pennsylvania
$300K -$499 -9 -0.2%
UF
803
Univest Financial
Pennsylvania
$298K +$69.3K +1,248 +31%
GA
804
Geller Advisors
New York
$297K +$39.7K +715 +16%
CCA
805
Checchi Capital Advisers
California
$297K -$87.7K -1,580 -23%
SB
806
Strategic Blueprint
Georgia
$297K +$26.8K +483 +10%
AT
807
Arden Trust
Delaware
$296K -$377K -6,799 -57%
ZF
808
Zhang Financial
Michigan
$293K – – –
NSIM
809
North Star Investment Management
Illinois
$289K – – –
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$287K +$14.3K +257 +5%
ECM
811
Evergreen Capital Management
Washington
$287K -$60.5K -1,091 -18%
SCM
812
Shelton Capital Management
Colorado
$286K – – –
FMP
813
Financial Management Professionals
Texas
$284K +$27.1K +489 +11%
KA
814
Kearns & Associates
California
$283K – – –
NFG
815
Nations Financial Group
Iowa
$282K -$9.38K -169 -3%
AWE
816
Avidian Wealth Enterprises
Texas
$281K +$25.7K +463 +10%
SFI
817
SPC Financial Inc
Maryland
$280K +$5.61K +101 +2%
MAA
818
Mraz Amerine & Associates
California
$278K – – –
MM
819
MQS Management
New York
$276K -$127K -2,289 -32%
LC
820
Lindbrook Capital
California
$275K +$1.83K +33 +0.7%
EWA
821
EP Wealth Advisors
California
$275K -$212K -3,815 -28%
PCMC
822
Paragon Capital Management (Colorado)
Colorado
$273K +$58.5K +1,054 +28%
MCM
823
McRae Capital Management
New Jersey
$273K +$268K +4,835 New
ILI
824
Invesco LLC (Illinois)
Illinois
$273K +$268K +4,830 New
CI
825
CX Institutional
Indiana
$272K +$267K +4,809 New