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Name Holding Trade Value Shares
Change
Change in
Stake
CTI
1251
Community Trust & Investment
Kentucky
$566K +$495K +4,800 New
FM
1252
Foster & Motley
Ohio
$562K -$43.3K -420 -8%
CCP
1253
Clarkston Capital Partners
Michigan
$560K +$110K +1,064 +29%
GGPS
1254
Gary Goldberg Planning Services
New York
$557K -$22.3K -216 -4%
SWM
1255
SVA Wealth Management
Wisconsin
$554K +$53.1K +515 +12%
FHA
1256
First Horizon Advisors
Tennessee
$553K +$110K +1,071 +29%
BSA
1257
Braun Stacey Associates
New York
$547K +$5.15K +50 +1%
BHBT
1258
Burke & Herbert Bank & Trust
Virginia
$546K
GBA
1259
Garrison Bradford & Associates
New York
$546K
MSS
1260
Mitchell Sinkler & Starr
Pennsylvania
$546K
SFG
1261
SNS Financial Group
Minnesota
$546K +$477K +4,632 New
FVCM
1262
F&V Capital Management
Florida
$542K +$196K +1,900 +70%
CL
1263
Choreo LLC
Illinois
$541K -$70.4K -683 -13%
BOS
1264
Bingham Osborn & Scarborough
California
$540K
SFA
1265
Sequoia Financial Advisors
Ohio
$533K +$67.9K +659 +17%
CCM
1266
CrestPoint Capital Management
Missouri
$531K +$61.8K +600 +15%
WSC
1267
Wellington Shields & Co
New York
$531K +$206K +2,000 +80%
VNA
1268
VNBTrust National Association
Virginia
$527K
SC
1269
Savant Capital
Illinois
$526K +$1.03K +10 +0.2%
Marshall Wace
1270
Marshall Wace
United Kingdom
$524K -$984K -9,549 -68%
BP
1271
Ballentine Partners
Massachusetts
$518K -$12.7K -123 -3%
HH
1272
Hilltop Holdings
Texas
$515K -$26.1K -253 -5%
ZCI
1273
Zevenbergen Capital Investments
Washington
$513K +$15.5K +150 +4%
CCA
1274
Checchi Capital Advisers
California
$510K +$90K +873 +25%
JWA
1275
JFS Wealth Advisors
Pennsylvania
$510K +$445K +4,322 New