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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1401
Central Bank & Trust
Kentucky
$16.2M -$1.53M -14,055 -9%
AT
1402
Arden Trust
Delaware
$16.2M -$968K -8,871 -6%
WIA
1403
Westbourne Investment Advisors
Maryland
$16.2M -$1.47M -13,451 -9%
RWM
1404
Rench Wealth Management
Texas
$16.2M -$623K -5,711 -4%
SWM
1405
Segment Wealth Management
Texas
$16.2M -$285K -2,611 -2%
WPP
1406
Whalerock Point Partners
Rhode Island
$16.1M -$14.7M -134,574 -89%
CSM
1407
CAMG Solamere Management
North Carolina
$16.1M -$52.4K -480 -0.3%
PCMK
1408
Paragon Capital Management (Kansas)
Kansas
$16.1M -$131K -1,200 -0.9%
OSIA
1409
O'Shares Investment Advisers
Massachusetts
$16.1M -$19.9M -182,171 -57%
MSAM
1410
Moloney Securities Asset Management
Missouri
$16M +$616K +5,642 +4%
OWA
1411
One Wealth Advisors
California
$16M -$353K -3,232 -2%
WCA
1412
Westover Capital Advisors
Delaware
$15.9M -$458K -4,198 -3%
MOS
1413
MGO One Seven
Ohio
$15.9M +$720K +6,603 +5%
BFO
1414
Biltmore Family Office
North Carolina
$15.9M +$3.4M +31,121 +29%
AFM
1415
Andesa Financial Management
Pennsylvania
$15.9M +$6.87M +63,000 +85%
BCM
1416
Blume Capital Management
California
$15.9M -$3.19M -29,231 -18%
CCWA
1417
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.8M -$38.8M -355,562 -72%
MCWS
1418
McKinley Carter Wealth Services
West Virginia
$15.8M +$134K +1,226 +0.9%
BA
1419
Ballast Advisors
Minnesota
$15.8M +$506K +4,638 +4%
VVP
1420
Venture Visionary Partners
Ohio
$15.8M -$25.4M -233,217 -63%
SFS
1421
Strategic Financial Services
New York
$15.7M -$1.49M -13,620 -9%
IFWM
1422
Institute for Wealth Management
Colorado
$15.7M -$523K -4,789 -3%
IA
1423
IFG Advisory
Georgia
$15.7M +$805K +7,377 +6%
AAP
1424
Aristotle Atlantic Partners
Florida
$15.7M +$897K +8,225 +6%
CCM
1425
Crossvault Capital Management
Texas
$15.7M -$2.88M -26,417 -16%