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Name Holding Trade Value Shares
Change
Change in
Stake
PV
1276
Private Vista
Illinois
$371K +$36.7K +931 +11%
SS
1277
Sunbelt Securities
Texas
$370K +$3.74K +95 +1%
CFA
1278
Carroll Financial Associates
North Carolina
$369K +$52.9K +1,344 +16%
PPCM
1279
Pillar Pacific Capital Management
California
$367K -$63.8K -1,620 -15%
BIC
1280
Beach Investment Counsel
Pennsylvania
$366K – – –
SFS
1281
Sowell Financial Services
Arkansas
$365K +$54.1K +1,373 +16%
SSW
1282
Smith Shellnut Wilson
Mississippi
$365K +$90.3K +2,293 +32%
AW
1283
Alpha Windward
Massachusetts
$362K -$15.1K -383 -4%
AWM
1284
Altavista Wealth Management
North Carolina
$362K +$58K +1,472 +19%
Carson Wealth (CWM LLC)
1285
Carson Wealth (CWM LLC)
Nebraska
$360K +$57K +1,446 +18%
GRP
1286
Global Retirement Partners
California
$353K +$31.2K +791 +9%
MCWS
1287
McKinley Carter Wealth Services
West Virginia
$352K -$1.54K -39 -0.4%
KI
1288
Koch Industries
Kansas
$352K +$360K +9,126 New
SCI
1289
Stableford Capital II
Arizona
$350K -$836K -21,232 -70%
TTWM
1290
TCV Trust & Wealth Management
Virginia
$349K -$1.97K -50 -0.5%
SAM
1291
Security Asset Management
New York
$347K – – –
MHS
1292
M Holdings Securities
Oregon
$345K +$26.3K +668 +8%
HIIFS
1293
Harel Insurance Investments & Financial Services
Israel
$342K -$106K -2,700 -23%
ECM
1294
Estabrook Capital Management
New York
$342K -$31.5K -800 -8%
GC
1295
Grimes & Company
Massachusetts
$340K +$11.5K +292 +3%
CAM
1296
Cypress Asset Management
Texas
$339K – – –
BAM
1297
Bruderman Asset Management
New York
$339K +$2.25K +57 +0.7%
Kovitz Investment Group Partners
1298
Kovitz Investment Group Partners
Illinois
$339K +$57.8K +1,467 +20%
SNBOSD
1299
Security National Bank of So Dak
Iowa
$334K +$342K +8,680 New
TBA
1300
Train Babcock Advisors
New York
$333K – – –