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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
726
King Wealth Management Group
Florida
$1.67M -$83.3K -2,102 -5%
CBN
727
Cadence Bank NA
Texas
$1.66M +$44.3K +1,119 +3%
BWAM
728
Boyd Watterson Asset Management
Ohio
$1.62M +$104K +2,629 +7%
SFSG
729
Stearns Financial Services Group
North Carolina
$1.61M +$129K +3,257 +9%
CF
730
CNA Financial
Illinois
$1.61M – – –
WOC
731
West Oak Capital
California
$1.6M -$18.2K -460 -1%
GIM
732
Greylin Investment Management
Virginia
$1.6M -$21.8K -550 -1%
CBTWT
733
Community Bank & Trust (Waco, Texas)
Texas
$1.59M -$51.5K -1,301 -3%
TTWM
734
TCV Trust & Wealth Management
Virginia
$1.59M -$52.4K -1,323 -3%
CIM
735
CenturyLink Investment Management
Colorado
$1.57M -$56.1K -1,415 -4%
BAC
736
Boys Arnold & Co
North Carolina
$1.57M -$4.04M -101,860 -73%
RMAM
737
Raab & Moskowitz Asset Management
New Jersey
$1.56M -$91.6K -2,313 -6%
DADC
738
D.A. Davidson & Co
Montana
$1.56M +$55.5K +1,400 +4%
RGC
739
Roberts, Glore & Co
Illinois
$1.56M -$9.67K -244 -0.7%
BE
740
Bonness Enterprises
District of Columbia
$1.56M – – –
LJAC
741
L.J. Altfest & Co
New York
$1.55M -$11K -278 -0.7%
JDR
742
Jay D. Rosenbaum
$1.55M +$84.4K +2,130 +6%
CPO
743
Cerity Partners OCIO
New York
$1.54M +$1.08M +27,217 +281%
MWAC
744
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.54M -$203K -5,133 -12%
VFA
745
Voya Financial Advisors
Connecticut
$1.53M -$14.7K -370 -1%
YIA
746
YHB Investment Advisors
Connecticut
$1.52M -$53.1K -1,339 -4%
CA
747
Cornerstone Advisors
North Carolina
$1.51M – – –
CC
748
ClearArc Capital
Ohio
$1.5M -$21.8K -550 -2%
CCM
749
Coe Capital Management
Illinois
$1.5M +$228K +5,745 +19%
AP
750
Appleton Partners
Massachusetts
$1.49M -$436K -11,000 -24%