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Name Holding Trade Value Shares
Change
Change in
Stake
ECG
1051
Edge Capital Group
Georgia
$437K -$3.46K -18 -0.8%
IFG
1052
Independent Financial Group
California
$436K -$15.8K -82 -4%
BS
1053
Banco Santander
Spain
$435K +$423K +2,201 New
LSV Asset Management
1054
LSV Asset Management
Illinois
$435K – – –
MMPW
1055
Mitchell McLeod Pugh & Williams
Alabama
$435K -$11.2K -58 -3%
PIA
1056
Perennial Investment Advisors
California
$434K -$37.9K -197 -8%
HB
1057
HTLF Bank
Colorado
$434K +$7.88K +41 +2%
CDH
1058
Charles D. Hyman
$433K – – –
OPTFSNA
1059
Old Point Trust & Financial Services N A
Virginia
$430K +$76.9K +400 +23%
BCM
1060
Brookstone Capital Management
Illinois
$430K +$5K +26 +1%
FMWA
1061
Forvis Mazars Wealth Advisors
Missouri
$428K +$94.4K +491 +29%
WA
1062
Waverly Advisors
Alabama
$424K +$412K +2,143 New
BBHC
1063
Brown Brothers Harriman & Co
New York
$424K -$24.6K -128 -6%
AWA
1064
Arkadios Wealth Advisors
Georgia
$423K -$6.34K -33 -2%
PT
1065
Plimoth Trust
Massachusetts
$423K – – –
FG
1066
Fiduciary Group
Georgia
$421K +$409K +2,128 New
MHIC
1067
Marble Harbor Investment Counsel
Massachusetts
$421K – – –
SCTC
1068
Sanibel Captiva Trust Company
Florida
$420K -$4.04K -21 -1%
CWM
1069
Cornerstone Wealth Management
Missouri
$419K +$21.1K +110 +5%
MBT
1070
Montecito Bank & Trust
California
$417K +$47.7K +248 +13%
BTI
1071
Blue Trust Inc
Georgia
$415K +$113K +590 +39%
FWTB
1072
First Western Trust Bank
Colorado
$415K -$3.85K -20 -0.9%
WI
1073
WrapManager Inc
California
$415K -$12.7K -66 -3%
LFAS
1074
Level Four Advisory Services
Texas
$413K – – –
FRA
1075
Frank Rimerman Advisors
California
$413K – – –