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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1226
Marco Investment Management
Georgia
$608K -$384 -2 -0.1%
MWC
1227
MBM Wealth Consultants
Missouri
$605K -$13.6K -71 -2%
WC
1228
Woodstock Corp
Massachusetts
$605K
RIA
1229
Regal Investment Advisors
Michigan
$605K +$543K +2,826 New
IBOK
1230
Independence Bank of Kentucky
Kentucky
$600K -$33.6K -175 -6%
IFG
1231
Investors Financial Group
Minnesota
$599K -$65.9K -343 -11%
FMLI
1232
Fukoku Mutual Life Insurance
Japan
$599K -$19.2K -100 -3%
SMH
1233
Sanders Morris Harris
Texas
$596K -$423K -2,200 -43%
EDRH
1234
Edmond de Rothschild Holding
Switzerland
$596K
MFW
1235
Meristem Family Wealth
Minnesota
$595K -$38.4K -200 -7%
CCM
1236
Cullen Capital Management
New York
$594K
GSBTD
1237
Glenview State Bank Trust Department
Illinois
$594K +$86.5K +450 +19%
VC
1238
Vestor Capital
Illinois
$593K +$20.2K +105 +4%
SWA
1239
Sax Wealth Advisors
New Jersey
$592K +$532K +2,767 New
MS
1240
Mizuho Securities
Japan
$591K -$104K -543 -16%
PA
1241
PSI Advisors
Florida
$589K -$83.6K -435 -14%
DWM
1242
Doyle Wealth Management
Florida
$588K +$3.85K +20 +0.7%
NFP
1243
Novak Financial Planning
Maryland
$588K +$528K +2,745 New
RCA
1244
Resonant Capital Advisors
Wisconsin
$587K -$10.4K -54 -2%
PPP
1245
Private Portfolio Partners
New Jersey
$586K -$15.4K -80 -3%
TWA
1246
TCI Wealth Advisors
Arizona
$586K -$381K -1,980 -42%
SCM
1247
Schnieders Capital Management
California
$584K +$102K +530 +24%
NFG
1248
Nations Financial Group
Iowa
$583K +$11.3K +59 +2%
NB
1249
Northwest Bancshares
Pennsylvania
$582K -$8.46K -44 -2%
CBN
1250
Cadence Bank NA
Texas
$582K +$36.1K +188 +7%