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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1201
Haverford Trust Company
Pennsylvania
$232K +$236K +1,043 New
AAG
1202
Armstrong Advisory Group
Massachusetts
$231K +$453 +2 +0.2%
PTP
1203
Platform Technology Partners
New York
$231K -$93.2K -412 -28%
CAL
1204
Capital Analysts LLC
Pennsylvania
$231K +$453 +2 +0.2%
CF
1205
Cyr Financial
Illinois
$230K +$234K +1,034 New
FCBT
1206
First Citizens Bank & Trust
North Carolina
$230K +$234K +1,032 New
AHL
1207
Abel Hall LLC
Louisiana
$229K +$232K +1,027 New
CB
1208
Centennial Bank
Arkansas
$227K – – –
MKC
1209
M. Kraus & Co
Vermont
$226K +$230K +1,015 New
KIA
1210
Knollwood Investment Advisory
Maryland
$225K +$229K +1,011 New
AA
1211
Alta Advisers
United Kingdom
$225K +$229K +1,010 New
CA
1212
Claris Advisors
Missouri
$225K +$229K +1,010 New
JJBC
1213
James J. Burns & Company
New York
$225K +$228K +1,009 New
RFA
1214
Resurgent Financial Advisors
Georgia
$224K +$228K +1,006 New
IP
1215
Investment Partners
Ohio
$224K +$227K +1,004 New
PA
1216
Promethium Advisors
Maryland
$223K +$226K +1,000 New
BDF
1217
Black Diamond Financial
Maryland
$223K +$227K +1,002 New
CIC
1218
Chilton Investment Company
Connecticut
$223K +$226K +1,000 New
GBT
1219
Grove Bank & Trust
Florida
$222K +$226 +1 +0.1%
SW
1220
Simplicity Wealth
New Jersey
$222K +$225K +996 New
USB
1221
Union Savings Bank
Connecticut
$222K – – –
TWIM
1222
TIAA Wealth Investment Management
New York
$221K +$11.1K +49 +5%
AG
1223
Ascent Group
Virginia
$221K +$224K +991 New
PL
1224
Plancorp LLC
Missouri
$219K +$213K +942 New
IAIM
1225
International Assets Investment Management
Florida
$219K -$31.7K -140 -12%