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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1326
Partnership Wealth Management
Maryland
$2M
MSAM
1327
Moloney Securities Asset Management
Missouri
$2M -$86K -655 -4%
DLA
1328
Douglas Lane & Associates
New York
$2M -$57.9K -441 -3%
CAMG
1329
CWA Asset Management Group
Florida
$2M -$241K -1,837 -11%
KA
1330
Kintegral Advisory
New York
$1.99M -$8.79K -67 -0.4%
CNBTD
1331
Citizens National Bank Trust Department
Mississippi
$1.99M
VIP
1332
Vista Investment Partners
Oklahoma
$1.99M +$1.71K +13 +0.1%
LWL
1333
Leo Wealth LLC
Texas
$1.99M -$430K -3,278 -18%
TCPG
1334
Trivant Custom Portfolio Group
California
$1.98M +$24.2K +184 +1%
ISB
1335
Iowa State Bank
Iowa
$1.97M +$11.2K +85 +0.6%
MIM
1336
Montgomery Investment Management
Maryland
$1.97M -$6.56K -50 -0.3%
CA
1337
Clune & Associates
Illinois
$1.97M -$15K -114 -0.8%
GD
1338
Grandfield & Dodd
New York
$1.96M
PI
1339
PFG Investments
New York
$1.96M -$39.5K -301 -2%
SAM
1340
Secure Asset Management
Michigan
$1.96M +$538K +4,100 +39%
SF
1341
Symphony Financial
Texas
$1.96M +$89.7K +683 +5%
PK
1342
Pflug Koory
Nebraska
$1.96M -$7.88K -60 -0.4%
RCA
1343
Resonant Capital Advisors
Wisconsin
$1.95M +$9.32K +71 +0.5%
EBWM
1344
Eagle Bluffs Wealth Management
Missouri
$1.95M +$28.1K +214 +1%
PPWM
1345
Paragon Private Wealth Management
Kentucky
$1.95M +$341K +2,594 +22%
KFP
1346
KMG Fiduciary Partners
Ohio
$1.95M -$133K -1,011 -6%
SS
1347
Sunbelt Securities
Texas
$1.95M +$304K +2,317 +19%
LGG
1348
Luts & Greenleigh Group
Maryland
$1.95M -$15.6K -119 -0.8%
SC
1349
SummitTX Capital
Texas
$1.95M -$3.21M -24,454 -63%
UB
1350
Umpqua Bank
Oregon
$1.94M +$129K +980 +7%