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Name Holding Trade Value Shares
Change
Change in
Stake
VDI
651
Vaughan David Investments
Illinois
$419K -$59.8K -1,065 -12%
CCM
652
Corsair Capital Management
New York
$418K +$449K +8,000 New
PTC
653
Philadelphia Trust Company
Pennsylvania
$417K
ES
654
ETF Store
Kansas
$417K +$35.2K +627 +8%
CAM
655
Cozad Asset Management
Illinois
$416K +$87.6K +1,560 +24%
CCFCSB
656
Cape Cod Five Cents Savings Bank
Massachusetts
$412K -$101K -1,800 -19%
CT
657
Cambridge Trust
Massachusetts
$411K +$441K +7,857 New
FTC
658
Farmers Trust Company
Ohio
$409K -$61.8K -1,100 -12%
IGWM
659
ICA Group Wealth Management
Colorado
$407K -$28.3K -504 -6%
MA
660
MBA Advisors
Pennsylvania
$405K -$3.37K -60 -0.8%
SCM
661
Stonebridge Capital Management
California
$404K
SN
662
Sittner & Nelson
Oregon
$401K -$8.99K -160 -2%
SCA
663
Salient Capital Advisors
Texas
$399K +$429K +7,633 New
IC
664
Intersect Capital
California
$398K -$84.4K -1,502 -16%
AIM
665
Alhambra Investment Management
Florida
$395K
SFO
666
Stokes Family Office
Louisiana
$395K +$6.57K +117 +2%
DAS
667
Dynamic Advisor Solutions
Arizona
$395K +$425K +7,562 New
YIA
668
YHB Investment Advisors
Connecticut
$393K +$422K +7,507 New
RL
669
Ruffer LLP
United Kingdom
$392K -$1.49M -26,500 -78%
SP
670
Successful Portfolios
Florida
$386K -$178K -3,175 -30%
BIM
671
Baldwin Investment Management
Pennsylvania
$385K +$112K +2,000 +37%
BAM
672
Berkshire Asset Management
Pennsylvania
$384K -$2.81K -50 -0.7%
LFA
673
Legacy Financial Advisors
Kentucky
$384K +$19.3K +343 +5%
WOC
674
West Oak Capital
California
$382K -$28.1K -500 -6%
BPCE
675
Bank Pictet & Cie (Europe)
Germany
$382K