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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Coastline Trust
Rhode Island
$213K +$202K +4,099 New
CBOR
652
Community Bank of Raymore
Missouri
$209K
NRS
653
Neville Rodie & Shaw
New York
$204K +$195K +3,945 New
CWM
654
Concert Wealth Management
California
$203K -$4.54K -92 -2%
WCM
655
Weatherstone Capital Management
Colorado
$203K +$194K +3,928 New
NPC
656
National Planning Corporation
California
$202K +$196K +3,975 New
IIC
657
Integrated Investment Consultants
Michigan
$195K +$23.2K +471 +14%
SC
658
SRB Corp
Massachusetts
$187K +$19.4K +393 +12%
PFO
659
Pathstone Family Office
New Jersey
$187K +$178K +3,611 New
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K -$453K -9,192 -73%
Federated Hermes
661
Federated Hermes
Pennsylvania
$177K -$275K -5,577 -62%
BEAM
662
Baker Ellis Asset Management
Washington
$170K
SSB
663
Sandy Spring Bank
Maryland
$169K
NFG
664
Next Financial Group
Texas
$164K -$58.4K -1,184 -27%
SNT
665
Security National Trust
West Virginia
$161K -$25.7K -521 -14%
NSB
666
Norway Savings Bank
Maine
$160K +$6.17K +125 +4%
DOA
667
D'Orazio & Associates
Virginia
$154K
MFW
668
Mosaic Family Wealth
Missouri
$148K -$5.28K -107 -4%
NMC
669
Nine Masts Capital
Hong Kong
$148K +$141K +2,867 New
VFA
670
Virtus Fund Advisers
Connecticut
$143K
CAG
671
Crestwood Advisors Group
Massachusetts
$143K +$140K +2,830 New
ZB
672
Zions Bancorporation
Utah
$140K +$2.02K +41 +2%
WA
673
WFG Advisors
Texas
$136K +$8.93K +181 +7%
FFC
674
First Financial Corp
Indiana
$134K -$21K -425 -14%
FANJ
675
Financial Architects (New Jersey)
New Jersey
$133K -$691 -14 -0.5%