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Name Holding Trade Value Shares
Change
Change in
Stake
CNC
451
Canandaigua National Corp
New York
$340K -$11.6K -58 -4%
GT
452
Greenleaf Trust
Michigan
$340K +$31.9K +160 +11%
CA
453
Calton & Associates
Florida
$339K +$399 +2 +0.1%
DIA
454
Dana Investment Advisors
Wisconsin
$339K +$5.78K +29 +2%
WC
455
Woodstock Corp
Massachusetts
$339K +$17.9K +90 +6%
Vanguard Personalized Indexing Management
456
Vanguard Personalized Indexing Management
California
$333K +$45.9K +230 +17%
WFC
457
Western Financial Corp
California
$331K +$311K +1,560 New
PA
458
Parallel Advisors
California
$329K -$16.4K -82 -5%
PHK
459
Point72 Hong Kong
Hong Kong
$328K -$479K -2,404 -61%
DP
460
Dearborn Partners
Illinois
$325K -$5.98K -30 -2%
FTDI
461
First Trust Direct Indexing
Massachusetts
$325K +$304K +1,527 New
PSUF
462
People's United Financial
Connecticut
$321K -$72K -361 -19%
WANY
463
Wealthspire Advisors (New York)
New York
$320K +$300K +1,504 New
GIA
464
Guyasuta Investment Advisors
Pennsylvania
$319K +$598 +3 +0.2%
WPWM
465
Windward Private Wealth Management
Kansas
$319K +$299K +1,500 New
APA
466
American Portfolios Advisors
New York
$317K -$9.77K -49 -3%
CIM
467
Contravisory Investment Management
Massachusetts
$316K -$36.3K -182 -11%
BG
468
Bollard Group
Massachusetts
$315K
NA
469
NewEdge Advisors
Louisiana
$310K -$409K -2,050 -58%
OAM
470
Oberweis Asset Management
Illinois
$308K
CCA
471
Checchi Capital Advisers
California
$303K +$8.18K +41 +3%
PNC
472
Park National Corp
Ohio
$300K -$3.99K -20 -1%
Wellington Management Group
473
Wellington Management Group
Massachusetts
$292K +$273K +1,370 New
EF
474
Empirical Finance
Pennsylvania
$292K +$274K +1,372 New
DT
475
Diversified Trust
Tennessee
$290K -$74.8K -375 -22%