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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
951
CoreFirst Bank & Trust
Kansas
$732K
IAA
952
Independent Advisor Alliance
North Carolina
$731K -$255K -741 -26%
BEI
953
Benjamin Edwards Inc
Missouri
$730K +$726K +2,108 New
HCM
954
Hengehold Capital Management
Ohio
$728K +$49.6K +144 +7%
CAM
955
Columbia Asset Management
Michigan
$720K
AIS
956
American Investment Services
Massachusetts
$715K
WSCM
957
Wellington Shields Capital Management
New York
$714K -$4.13K -12 -0.6%
JWCA
958
J.W. Cole Advisors
Florida
$714K -$8.61K -25 -1%
GTAM
959
Global Trust Asset Management
Florida
$713K -$1.38K -4 -0.2%
CI
960
Conning Inc
Connecticut
$712K -$13.1K -38 -2%
DBG
961
De Burlo Group
Massachusetts
$710K -$8.26K -24 -1%
DWP
962
Daymark Wealth Partners
Ohio
$708K -$13.8K -40 -2%
EGA
963
E&G Advisors
Texas
$706K
STA
964
Summit Trail Advisors
New York
$705K +$123K +357 +21%
MFG
965
Merit Financial Group
Georgia
$699K -$555K -1,613 -44%
KIM
966
Kestra Investment Management
Texas
$698K +$236K +687 +52%
FWCM
967
Ferguson Wellman Capital Management
Oregon
$698K -$3.44K -10 -0.5%
GSB
968
Greenfield Savings Bank
Massachusetts
$697K
OWA
969
Outlook Wealth Advisors
Texas
$695K -$14.1K -41 -2%
GIM
970
Grassi Investment Management
California
$693K
KNW
971
Kesler Norman & Wride
Utah
$692K +$688K +1,998 New
MBT
972
Montecito Bank & Trust
California
$689K +$397K +1,154 +138%
WA
973
Wealth Alliance
New York
$689K -$31.7K -92 -4%
GA
974
Geller Advisors
New York
$689K +$20.3K +59 +3%
PHIC
975
Pine Haven Investment Counsel
Massachusetts
$687K