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Name Holding Trade Value Shares
Change
Change in
Stake
GS
426
GTS Securities
Florida
$281K +$281K +4,714 New
RB
427
Renasant Bank
Mississippi
$281K -$42.8K -717 -13%
GWCM
428
Godshalk Welsh Capital Management
Pennsylvania
$280K
NGA
429
Naples Global Advisors
Florida
$274K +$5.96K +100 +2%
OPWM
430
Oakwell Private Wealth Management
Texas
$273K +$273K +4,582 New
CAM
431
Cozad Asset Management
Illinois
$273K
NWM
432
Northcape Wealth Management
New York
$271K -$4.77K -80 -2%
BP
433
Ballentine Partners
Massachusetts
$270K +$270K +4,533 New
LFA
434
Legacy Financial Advisors
Kentucky
$269K +$51.9K +871 +24%
CWM
435
Cadence Wealth Management
Massachusetts
$269K +$39.9K +669 +17%
CFD
436
Creative Financial Designs
Indiana
$268K +$8.47K +142 +3%
KOCAA
437
Knights of Columbus Asset Advisors
Connecticut
$267K +$10.3K +172 +4%
CM
438
CoreCommodity Management
Connecticut
$265K
RIA
439
Realta Investment Advisors
Delaware
$263K +$263K +4,405 New
NCM
440
Noesis Capital Mangement
Florida
$262K
RWA
441
Ropes Wealth Advisors
Massachusetts
$260K
FMP
442
Financial Management Professionals
Texas
$259K +$23.3K +390 +10%
CF
443
Centaurus Financial
California
$257K -$436K -7,304 -63%
PWM
444
Perigon Wealth Management
California
$257K +$257K +4,305 New
RJT
445
Raymond James Trust
Florida
$255K +$12.7K +213 +5%
BF
446
BOK Financial
Oklahoma
$251K -$1.03M -17,244 -80%
KA
447
Klingman & Associates
New York
$250K -$4.17K -70 -2%
CFB
448
Cullen/Frost Bankers
Texas
$250K +$358 +6 +0.1%
KIA
449
Knollwood Investment Advisory
Maryland
$248K +$247K +4,150 New
MG
450
Mather Group
Illinois
$245K +$39.2K +658 +19%