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Name Holding Trade Value Shares
Change
Change in
Stake
EA
601
Edge Advisors
Georgia
$450K +$3.81K +28 +0.9%
BIC
602
Bridges Investment Counsel
Nebraska
$446K – – –
Jones Financial Companies
603
Jones Financial Companies
Missouri
$439K +$187K +1,377 +88%
CBT
604
Central Bank & Trust
Kentucky
$436K -$467K -3,430 -54%
SC
605
Schulhoff & Co
Ohio
$435K – – –
ECM
606
Everence Capital Management
Indiana
$424K +$388K +2,852 New
BUB
607
BBVA USA Bancshares
Texas
$420K -$27.9K -205 -7%
BCI
608
Brinker Capital Investments
Pennsylvania
$420K +$44.4K +326 +13%
APP
609
Avantax Planning Partners
Iowa
$418K -$225K -1,655 -37%
PWMAG
610
Pinnacle Wealth Management Advisory Group
New Jersey
$417K -$10.9K -80 -3%
HIC
611
Holderness Investments Company
North Carolina
$413K +$680 +5 +0.2%
SBSB
612
Sullivan, Bruyette, Speros & Blaney
Virginia
$411K +$136 +1 +0%
CA
613
Cambridge Advisors
Nebraska
$410K – – –
HTC
614
Haverford Trust Company
Pennsylvania
$402K -$133K -975 -26%
CPA
615
Capital Planning Advisors
California
$402K -$12.2K -90 -3%
FT
616
Fiduciary Trust
Massachusetts
$398K +$136 +1 +0%
APA
617
American Portfolios Advisors
New York
$397K +$364K +2,672 New
DAM
618
Diamant Asset Management
Connecticut
$394K +$361K +2,650 New
FWM
619
Frontier Wealth Management
Missouri
$390K – – –
Cetera Investment Advisers
620
Cetera Investment Advisers
Illinois
$389K +$136 +1 +0%
WA
621
WBH Advisory
Maryland
$389K +$136 +1 +0%
GCMG
622
Gyroscope Capital Management Group
Florida
$387K +$43.4K +319 +14%
IH
623
IFC Holdings
Florida
$386K -$185K -1,359 -34%
CIBC Private Wealth Group
624
CIBC Private Wealth Group
Georgia
$384K +$40.3K +296 +13%
HI
625
HBK Investments
Texas
$372K +$340K +2,499 New