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Name Holding Trade Value Shares
Change
Change in
Stake
PT
701
Plimoth Trust
Massachusetts
$1.76M +$119K +2,105 +6%
ECM
702
Everence Capital Management
Indiana
$1.75M
DLCIG
703
D.L. Carlson Investment Group
New Hampshire
$1.75M -$167K -2,950 -8%
PA
704
Probity Advisors
Texas
$1.75M +$40.8K +719 +2%
LBC
705
Lowe Brockenbrough & Co
Virginia
$1.74M -$34K -599 -2%
GIA
706
Granite Investment Advisors
New Hampshire
$1.74M -$37.5K -660 -2%
PA
707
Perennial Advisors
New York
$1.74M +$16.2K +285 +0.8%
VSWA
708
Vontobel Swiss Wealth Advisors
Switzerland
$1.73M -$70.1K -1,235 -3%
GT
709
Glenview Trust
Kentucky
$1.73M +$142K +2,508 +8%
VV
710
Verity & Verity
South Carolina
$1.73M +$60.4K +1,065 +3%
1SB
711
1ST Source Bank
Indiana
$1.73M -$61.8K -1,089 -3%
CC
712
ClearArc Capital
Ohio
$1.73M -$31.2K -549 -2%
ANB
713
Amarillo National Bank
Texas
$1.72M
PA
714
Parallel Advisors
California
$1.7M -$6.75K -119 -0.3%
AW
715
ACG Wealth
Georgia
$1.7M -$783K -13,803 -28%
VFA
716
Valeo Financial Advisors
Indiana
$1.7M -$550K -9,692 -23%
CP
717
Cumberland Partners
Ontario, Canada
$1.69M -$839K -14,780 -30%
EA
718
Edge Advisors
Georgia
$1.69M +$148K +2,603 +8%
TAM
719
Tealwood Asset Management
Minnesota
$1.68M +$1.95M +34,404 New
CNC
720
Citizens & Northern Corp
Pennsylvania
$1.68M +$49.3K +869 +3%
BRWA
721
B. Riley Wealth Advisors
Florida
$1.65M -$515K -9,068 -21%
HA
722
Hamel Associates
New Jersey
$1.65M +$131K +2,300 +7%
MWM
723
Merriman Wealth Management
Washington
$1.63M +$158K +2,782 +9%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$1.63M -$28.3K -499 -1%
BBWA
725
Bell & Brown Wealth Advisors
California
$1.63M +$259K +4,563 +16%