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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
226
Atlantic Union Bankshares
Virginia
$234K -$4.35K -125 -2%
LSAG
227
Lake Street Advisors Group
New Hampshire
$233K -$5.39K -155 -2%
VWM
228
Venturi Wealth Management
Texas
$230K +$211K +6,051 New
WT
229
Whittier Trust
California
$221K -$4.14K -119 -2%
WPC
230
Waters Parkerson & Co
Louisiana
$216K +$198K +5,697 New
RhumbLine Advisers
231
RhumbLine Advisers
Massachusetts
$215K +$197K +5,666 New
PNC
232
Park National Corp
Ohio
$215K +$197K +5,672 New
OC
233
Oppenheimer & Co
New York
$214K +$196K +5,631 New
AIA
234
Alera Investment Advisors
Illinois
$214K +$196K +5,635 New
BFC
235
Bedel Financial Consulting
Indiana
$209K -$4.35K -125 -2%
Acadian Asset Management
236
Acadian Asset Management
Massachusetts
$187K -$62.6K -1,798 -27%
TAIM
237
TD Ameritrade Investment Management
Nebraska
$183K +$11.7K +336 +8%
BSAM
238
Blue Square Asset Management
New York
$177K -$111K -3,180 -41%
CAM
239
Columbia Asset Management
Michigan
$176K +$161K +4,633 New
HDIM
240
Hanson & Doremus Investment Management
Vermont
$162K -$409K -11,751 -73%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$157K -$5.99K -172 -4%
APA
242
American Portfolios Advisors
New York
$148K +$34.8K +999 +34%
QCG
243
Quadrant Capital Group
Ohio
$145K +$132K +3,805 New
BWP
244
Baldwin Wealth Partners
Massachusetts
$140K -$2.58K -74 -2%
RFWA
245
RPg Family Wealth Advisory
Massachusetts
$139K -$2.61K -75 -2%
GRP
246
Global Retirement Partners
California
$138K +$30.3K +870 +31%
FC
247
FORA Capital
Florida
$133K +$75.6K +2,171 +163%
CAL
248
Capital Analysts LLC
Pennsylvania
$131K -$14.9K -428 -11%
CYG
249
Clean Yield Group
Vermont
$115K -$2.12K -61 -2%
FHA
250
Flagship Harbor Advisors
Massachusetts
$113K +$70.3K +2,021 +210%