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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
701
Walter & Keenan Wealth Management
Indiana
$298K +$282K +8,248 New
FMWA
702
Forvis Mazars Wealth Advisors
Missouri
$296K -$13.4K -392 -5%
ST
703
Smithfield Trust
Pennsylvania
$295K -$17.7K -518 -6%
PWMAG
704
Pinnacle Wealth Management Advisory Group
New Jersey
$294K +$3.76K +110 +1%
BTNA
705
Bremer Trust National Association
Minnesota
$290K -$140K -4,096 -34%
QC
706
QCM Cayman
Texas
$290K +$275K +8,050 New
CTA
707
Chesley Taft & Associates
Illinois
$289K
GSBTD
708
Glenview State Bank Trust Department
Illinois
$289K
HIM
709
Hermes Investment Management
United Kingdom
$289K
HT
710
HighTower Trust
Texas
$285K -$68 -2 -0%
BB
711
Busey Bank
Illinois
$282K -$19.3K -566 -7%
MAA
712
Matrix Asset Advisors
New York
$281K
PFPT
713
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K -$24.5K -718 -9%
HIS
714
Horizon Investment Services
Indiana
$278K +$264K +7,718 New
SGCA
715
Steel Grove Capital Advisors
Tennessee
$277K
KA
716
Kovack Advisors
Florida
$276K +$205 +6 +0.1%
ECM
717
ETrade Capital Management
Virginia
$276K +$9.01K +264 +4%
CRC
718
Curi RMB Capital
Illinois
$272K -$8.01M -234,530 -97%
CMBA
719
C.M. Bidwell & Associates
Hawaii
$271K +$257K +7,520 New
RIL
720
Rothschild Investment LLC
Illinois
$263K +$2.94K +86 +1%
GP
721
Girard Partners
Pennsylvania
$261K +$247K +7,226 New
SS
722
Simplicity Solutions
Minnesota
$260K +$246K +7,218 New
DMC
723
Drexel Morgan & Co
Pennsylvania
$256K
FWM
724
Focused Wealth Management
New York
$256K +$242K +7,100 New
SSWM
725
Smith Salley Wealth Management
North Carolina
$255K +$4.78K +140 +2%