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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1101
Heritage Trust
Oklahoma
$309K
BWP
1102
Balboa Wealth Partners
Arizona
$309K +$313K +1,113 New
WI
1103
Wintrust Investments
Illinois
$307K +$281 +1 +0.1%
SYBT
1104
Stock Yards Bank & Trust
Kentucky
$306K -$90.3K -321 -23%
SBIA
1105
Sheaff Brock Investment Advisors
Indiana
$306K +$4.5K +16 +1%
GA
1106
GraniteShares Advisors
New York
$305K -$41.1K -146 -12%
HH
1107
Hilltop Holdings
Texas
$302K +$5.07K +18 +2%
FCAG
1108
First Capital Advisors Group
New Jersey
$302K +$82.2K +292 +37%
APA
1109
American Portfolios Advisors
New York
$301K -$17.7K -63 -5%
EH
1110
Equitable Holdings
New York
$301K -$9.29K -33 -3%
PIP
1111
Peachtree Investment Partners
Florida
$300K -$20K -71 -6%
CC
1112
Courier Capital
New York
$300K +$7.88K +28 +3%
FW
1113
FirstPurpose Wealth
Utah
$300K +$29.5K +105 +11%
BBHC
1114
Brown Brothers Harriman & Co
New York
$299K +$79.9K +284 +36%
PT
1115
Plimoth Trust
Massachusetts
$298K
EFM
1116
E Fund Management
China
$298K +$14.6K +52 +5%
AC
1117
Abbrea Capital
California
$297K -$3.94K -14 -1%
CCA
1118
Childress Capital Advisors
Texas
$297K +$2.53K +9 +0.9%
BCAM
1119
Boston Common Asset Management
Massachusetts
$296K -$9.85K -35 -3%
SPP
1120
Single Point Partners
Massachusetts
$295K -$11.3K -40 -4%
CYG
1121
Clean Yield Group
Vermont
$295K
PCIA
1122
Prime Capital Investment Advisors
Kansas
$293K +$297K +1,055 New
CWA
1123
Clearview Wealth Advisors
Oregon
$286K
BPCE
1124
Bank Pictet & Cie (Europe)
Germany
$286K +$290K +1,030 New
PSP
1125
Principal Street Partners
Tennessee
$284K +$3.38K +12 +1%