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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$653K +$16.7K +65 +3%
HTC
802
Haverford Trust Company
Pennsylvania
$649K -$7.21K -28 -1%
SSG
803
Summit Securities Group
New York
$649K +$162K +629 +34%
CC
804
Cannell & Co
New York
$647K -$44.1K -171 -7%
CBT
805
CoreFirst Bank & Trust
Kansas
$645K -$320K -1,243 -34%
RBFC
806
Roman Butler Fullerton & Co
Missouri
$644K +$2.06K +8 +0.3%
FLPIM
807
F.L. Putnam Investment Management
Massachusetts
$640K -$25.5K -99 -4%
IA
808
IFP Advisors
Florida
$637K – – –
TFS
809
Thoroughbred Financial Services
Tennessee
$636K +$11.6K +45 +2%
HIM
810
Hillsdale Investment Management
Ontario, Canada
$632K – – –
RGC
811
Roberts, Glore & Co
Illinois
$630K -$3.35K -13 -0.5%
AWE
812
Avidian Wealth Enterprises
Texas
$630K – – –
BI
813
Blooom Inc
Kansas
$629K +$3.09K +12 +0.5%
CCB
814
Country Club Bank
Missouri
$629K +$106K +411 +21%
SS
815
Simplicity Solutions
Minnesota
$629K +$127K +494 +26%
BONH
816
Bank of New Hampshire
New Hampshire
$628K – – –
EWM
817
Evercore Wealth Management
New York
$620K +$33.2K +129 +6%
CF
818
Centaurus Financial
California
$619K -$95.9K -372 -14%
DWT
819
Dorsey & Whitney Trust
South Dakota
$619K +$15.7K +61 +3%
HW
820
Hancock Whitney
Mississippi
$618K +$6.44K +25 +1%
KIA
821
KCM Investment Advisors
California
$617K -$8.76K -34 -1%
FCMC
822
Founders Capital Management (Connecticut)
Connecticut
$613K +$7.73K +30 +1%
Financial Engines Advisors
823
Financial Engines Advisors
California
$612K +$599K +2,326 New
AAM
824
Ascension Asset Management
New York
$602K +$589K +2,285 New
GJIC
825
Gamble Jones Investment Counsel
California
$600K – – –