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Name Holding Trade Value Shares
Change
Change in
Stake
MWAC
1426
Mariner Wealth Advisors (Cincinnati)
Ohio
$251K -$2M -12,056 -89%
PFBT
1427
Parkside Financial Bank & Trust
Missouri
$251K -$1.99K -12 -0.8%
RFS
1428
Rockefeller Financial Services
New York
$250K -$125K -750 -33%
FFBTD
1429
First Financial Bank - Trust Division
Ohio
$250K -$46.5K -280 -16%
PWSG
1430
Pacific Wealth Strategies Group
California
$250K +$253K +1,521 New
DDC
1431
DF Dent & Co
Maryland
$249K – – –
VFA
1432
Virtus Fund Advisers
Connecticut
$249K – – –
AUB
1433
Atlantic Union Bankshares
Virginia
$249K +$8.31K +50 +3%
BCM
1434
BTR Capital Management
California
$249K +$253K +1,520 New
FSCM
1435
Front Street Capital Management
Montana
$246K – – –
PDM
1436
Penn Davis McFarland
Texas
$246K – – –
SRC
1437
Stone Run Capital
New York
$246K – – –
ABTD
1438
Arvest Bank Trust Division
Oklahoma
$245K – – –
DWM
1439
Destination Wealth Management
California
$245K +$248K +1,491 New
DOA
1440
D'Orazio & Associates
Virginia
$243K – – –
SGS
1441
Sterling Global Strategies
California
$242K – – –
EAM
1442
Evanson Asset Management
California
$242K +$11K +66 +5%
ATC
1443
Adirondack Trust Company
New York
$241K +$22.4K +135 +10%
DLCIG
1444
D.L. Carlson Investment Group
New Hampshire
$240K -$8.31K -50 -3%
CTA
1445
Colonial Trust Advisors
South Carolina
$240K -$3.16K -19 -1%
KLI
1446
Kelman-Lazarov Inc
Tennessee
$240K – – –
NRS
1447
Neville Rodie & Shaw
New York
$238K – – –
AZA
1448
Arthur Zaske & Associates
Michigan
$235K +$238K +1,435 New
HB
1449
Homrich & Berg
Georgia
$232K -$4.49K -27 -2%
CAM
1450
Cypress Asset Management
Texas
$230K -$16.6K -100 -7%