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Name Holding Trade Value Shares
Change
Change in
Stake
IB
751
Intrust Bank
Kansas
$959K +$120K +425 +14%
TIA
752
Trust Investment Advisors
Indiana
$956K +$3.94K +14 +0.4%
CIC
753
Carnegie Investment Counsel
Ohio
$950K -$7.6K -27 -0.8%
CCM
754
CTC Capital Management
Illinois
$943K +$957K +3,400 New
IAIM
755
Industrial Alliance Investment Management
Quebec, Canada
$930K – – –
BJL
756
Brighton Jones LLC
Washington
$928K +$34.6K +123 +4%
MWM
757
MorganRosel Wealth Management
Colorado
$925K +$938K +3,334 New
CI
758
Cigna Investments
Connecticut
$921K -$29.8K -106 -3%
SAM
759
S.A. Mason
Michigan
$918K -$1.41K -5 -0.2%
AF
760
Allworth Financial
California
$917K +$87.2K +310 +10%
PCS
761
Personal CFO Solutions
New Jersey
$911K +$18.3K +65 +2%
RPC
762
Rossmore Private Capital
Connecticut
$911K +$44.7K +159 +5%
TSS
763
Two Sigma Securities
New York
$909K -$526K -1,869 -36%
PFC
764
Phocas Financial Corp
California
$900K – – –
REMPR
765
Roof Eidam Maycock Peralta (REMP)
California
$898K – – –
GWCM
766
Godshalk Welsh Capital Management
Pennsylvania
$896K +$4.22K +15 +0.5%
FB
767
Fulton Bank
Pennsylvania
$893K -$11K -39 -1%
FNBOO
768
First National Bank of Omaha
Nebraska
$887K -$7.04K -25 -0.8%
DAS
769
Dynamic Advisor Solutions
Arizona
$887K +$202K +718 +29%
TFA
770
Transamerica Financial Advisors
Florida
$872K +$52.3K +186 +6%
RWB
771
RMR Wealth Builders
New Jersey
$868K – – –
BCM
772
Bayesian Capital Management
New York
$855K -$872K -3,100 -50%
KCM
773
Kanawha Capital Management
Virginia
$855K +$1.97K +7 +0.2%
HW
774
Hancock Whitney
Mississippi
$852K +$204K +726 +31%
TWI
775
Thomas White International
Illinois
$849K – – –