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Name Holding Trade Value Shares
Change
Change in
Stake
VNB
501
Valley National Bancorp
New York
$40K +$39.2K +1,233 New
VVP
502
Vulcan Value Partners
Alabama
$34K +$33.2K +1,044 New
Envestnet Asset Management
503
Envestnet Asset Management
Illinois
$31K +$13.4K +423 +83%
CBT
504
Central Bank & Trust
Kentucky
$30K
KT
505
Kanaly Trust
Texas
$30K +$12.1K +380 +70%
1IC
506
1919 Investment Counsel
Maryland
$30K +$24.6K +773 +672%
MCM
507
Manchester Capital Management
Vermont
$28K +$6.39K +201 +30%
EWM
508
Elite Wealth Management
Washington
$27K -$10.2K -322 -28%
PIA
509
Piedmont Investment Advisors
North Carolina
$26.5K -$7.56K -238 -23%
NCM
510
Nelson Capital Management
California
$25K +$23.8K +750 New
FHA
511
First Horizon Advisors
Tennessee
$24K +$22.3K +703 New
SNT
512
Security National Trust
West Virginia
$23K
HR
513
Howe & Rusling
New York
$22K -$344K -10,835 -94%
BBPWM
514
Blue Bell Private Wealth Management
Pennsylvania
$21K
FNBT
515
FineMark National Bank & Trust
Florida
$21K
GSC
516
Ground Swell Capital
South Carolina
$16K +$15K +473 New
TF
517
Tompkins Financial
New York
$15K
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
PMFA
519
Plante Moran Financial Advisors
Michigan
$12K +$9.12K +287 +388%
FANJ
520
Financial Architects (New Jersey)
New Jersey
$12K +$11.4K +359 New
PFSC
521
Peoples Financial Services Corp
Pennsylvania
$11K
PTC
522
Private Trust Company
Ohio
$11K
TFO
523
Tarbox Family Office
California
$10K
FWM
524
Focused Wealth Management
New York
$10K +$32 +1 +0.3%
VAM
525
Visionary Asset Management
Texas
$10K +$9.53K +300 New