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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
751
Dorsey & Whitney Trust
South Dakota
$914K +$19.5K +96 +2%
MFG
752
Monte Financial Group
Connecticut
$901K -$16.1K -79 -2%
CPR
753
CSU Producer Resources
Ohio
$901K
OTL
754
Oak Thistle LLC
New York
$901K +$857K +4,216 New
FAIM
755
Financial Advocates Investment Management
Washington
$897K -$22.8K -112 -3%
TNBTD
756
Trustmark National Bank Trust Department
Mississippi
$893K +$848K +4,174 New
KPWS
757
Kestra Private Wealth Services
Texas
$892K -$76K -374 -8%
RC
758
Roundview Capital
New Jersey
$891K +$21.5K +106 +3%
IC
759
Inscription Capital
Texas
$884K
MP
760
McDonald Partners
Ohio
$882K +$838K +4,125 New
FFWA
761
FRG Family Wealth Advisors
Washington
$871K
KFS
762
Kurt F. Somerville
$866K -$203K -1,000 -20%
PAM
763
Premier Asset Management
Illinois
$861K -$335K -1,647 -29%
BI
764
Ballast Inc
Kentucky
$861K +$118K +583 +17%
HC
765
Henshaw Capital
Massachusetts
$856K +$3.25K +16 +0.4%
GIA
766
Gladstone Institutional Advisory
Florida
$853K -$469K -2,307 -37%
FA
767
FC Advisory
Pennsylvania
$848K
MA
768
Montag & Associates
Georgia
$844K
MBT
769
Montecito Bank & Trust
California
$842K
DTL
770
Dynamic Technology Lab
Singapore
$839K +$797K +3,922 New
CG
771
CFO4Life Group
Texas
$837K +$15.9K +78 +2%
HVIA
772
Hudson Valley Investment Advisors
New York
$830K -$44.9K -221 -5%
CTA
773
Chesley Taft & Associates
Illinois
$829K
BOH
774
Bank of Hawaii
Hawaii
$827K +$813 +4 +0.1%
BCP
775
Blackhawk Capital Partners
Wisconsin
$826K -$103K -505 -12%