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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1501
Tompkins Financial
New York
$234K -$319K -3,897 -57%
PFBT
1502
Parkside Financial Bank & Trust
Missouri
$234K -$24.6K -301 -9%
HH
1503
Hilltop Holdings
Texas
$234K +$14.9K +182 +6%
BRF
1504
B. Riley Financial
California
$232K – – –
GBT
1505
Grove Bank & Trust
Florida
$232K +$128K +1,568 +112%
RC
1506
RegentAtlantic Capital
New Jersey
$230K -$58.1K -710 -19%
KS
1507
Karpas Strategies
Connecticut
$230K – – –
DAC
1508
Dividend Assets Capital
South Carolina
$229K -$8.18K -100 -3%
Acadian Asset Management
1509
Acadian Asset Management
Massachusetts
$229K +$240K +2,934 New
PFO
1510
Pathstone Family Office
New Jersey
$227K +$3.27K +40 +1%
HHGA
1511
Halbert Hargrove Global Advisors
California
$225K +$28.3K +346 +14%
SIA
1512
SeaBridge Investment Advisors
New Jersey
$223K – – –
WP
1513
WealthSource Partners
California
$223K +$233K +2,850 New
WCM
1514
Windsor Capital Management
Arizona
$222K -$1.96K -24 -0.8%
FHA
1515
Flagship Harbor Advisors
Massachusetts
$221K -$10.7K -131 -4%
MWP
1516
MYCIO Wealth Partners
Pennsylvania
$219K +$230K +2,810 New
BWM
1517
BigSur Wealth Management
Florida
$217K – – –
AMIM
1518
Aull & Monroe Investment Management
Alabama
$216K – – –
CCP
1519
Corient Capital Partners
California
$215K -$9.24K -113 -4%
KTA
1520
Keeley-Teton Advisors
Illinois
$215K +$225K +2,757 New
GW
1521
GW & Wade
Massachusetts
$214K -$26.3K -322 -11%
BOS
1522
Bingham Osborn & Scarborough
California
$214K +$12.8K +157 +6%
RTS
1523
Round Table Services
New Jersey
$214K +$224K +2,745 New
FBC
1524
Fairfield, Bush & Co
Connecticut
$212K – – –
RFM
1525
Royal Fund Management
Florida
$212K +$23K +281 +12%