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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
826
CIBC World Market
Ontario, Canada
$352K +$31.3K +553 +11%
KP
827
Keel Point
Alabama
$351K
LSAG
828
Lake Street Advisors Group
New Hampshire
$348K +$325K +5,730 New
BOH
829
Bank of Hawaii
Hawaii
$347K +$324K +5,720 New
FFA
830
First Foundation Advisors
California
$346K -$2.32K -41 -0.7%
LJAC
831
L.J. Altfest & Co
New York
$346K
BFG
832
Beacon Financial Group
Texas
$345K
MHIC
833
Marble Harbor Investment Counsel
Massachusetts
$345K +$22.7K +400 +8%
BIAS
834
Beacon Investment Advisory Services
New Jersey
$344K -$340K -6,009 -51%
S
835
SimplyRich
California
$344K +$321K +5,657 New
CIC
836
Crawford Investment Counsel
Georgia
$342K +$20.7K +366 +7%
WA
837
WealthTrust Axiom
Pennsylvania
$340K
CNC
838
Citizens & Northern Corp
Pennsylvania
$336K
SAM
839
Selway Asset Management
$334K -$227K -4,000 -42%
ZAM
840
Zevin Asset Management
Massachusetts
$328K
BA
841
Boston Advisors
Massachusetts
$324K -$113K -2,000 -27%
LIM
842
Leavell Investment Management
Alabama
$318K
SC
843
Savant Capital
Illinois
$318K +$15.7K +277 +6%
IP
844
Intellectus Partners
California
$317K -$9.18K -162 -3%
BB
845
Busey Bank
Illinois
$315K
PL
846
Plancorp LLC
Missouri
$311K -$283 -5 -0.1%
MWM
847
Mission Wealth Management
California
$309K -$1.64K -29 -0.6%
HL
848
HeadInvest LLC
Maine
$309K
RT
849
Rockland Trust
Massachusetts
$309K +$288K +5,081 New
AWM
850
Aevitas Wealth Management
Massachusetts
$305K +$285K +5,023 New