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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1226
Lyell Wealth Management
California
$267K -$23.1K -78 -8%
CSB
1227
City State Bank
Iowa
$266K – – –
PFPT
1228
Pinnacle Financial Partners (Tennessee)
Tennessee
$265K +$6.8K +23 +3%
PIM
1229
Penobscot Investment Management
Massachusetts
$265K – – –
RCA
1230
Resonant Capital Advisors
Wisconsin
$264K -$196K -661 -42%
NDSI
1231
Newman Dignan & Sheerar Inc
Rhode Island
$264K +$17.2K +58 +7%
IAIM
1232
International Assets Investment Management
Florida
$263K – – –
BFA
1233
Brendel Financial Advisors
New Hampshire
$263K – – –
BWP
1234
Balboa Wealth Partners
Arizona
$262K -$9.76K -33 -3%
BOPW
1235
Brandywine Oak Private Wealth
Pennsylvania
$262K – – –
FB
1236
Fulton Bank
Pennsylvania
$261K -$37.6K -127 -12%
PIA
1237
Perennial Investment Advisors
California
$261K -$12.4K -42 -4%
PWW
1238
Pettyjohn Wood & White
Virginia
$261K – – –
DWP
1239
Daymark Wealth Partners
Ohio
$261K -$70.7K -239 -21%
OC
1240
Oarsman Capital
Wisconsin
$258K – – –
EWM
1241
Elmwood Wealth Management
California
$258K – – –
ACM
1242
Aljian Capital Management
Nevada
$257K +$592 +2 +0.2%
UCB
1243
United Community Bank
South Carolina
$256K +$14.5K +49 +6%
FMP
1244
Financial Management Professionals
Texas
$256K +$66K +223 +34%
CH
1245
Cromwell Holdings
Wyoming
$255K – – –
FLP
1246
Financial Life Planners
Arizona
$255K +$1.18K +4 +0.5%
ST
1247
Smithfield Trust
Pennsylvania
$255K – – –
DI
1248
Disciplined Investors
Texas
$253K -$16K -54 -6%
SWM
1249
Segment Wealth Management
Texas
$252K -$30.2K -102 -10%
NB
1250
NBT Bank
New York
$252K – – –