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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1326
Bell Bank
North Dakota
$276K -$7.8K -198 -3%
RWM
1327
RKL Wealth Management
Pennsylvania
$275K +$69.1K +1,753 +33%
LC
1328
Loews Corp
New York
$272K
MPM
1329
Meritage Portfolio Management
Kansas
$270K
DE
1330
Day & Ennis
Georgia
$269K -$8.67K -220 -3%
SWM
1331
Segment Wealth Management
Texas
$269K +$272K +6,901 New
BBP
1332
Banco BTG Pactual
Brazil
$268K +$271K +6,880 New
BFPW
1333
BOK Financial Private Wealth
Colorado
$267K -$1.73K -44 -0.6%
IPC
1334
Independent Portfolio Consultants
Florida
$265K +$125K +3,168 +87%
SGK
1335
Steigerwald Gordon & Koch
Virginia
$261K
MPI
1336
Mairs & Power Inc
Minnesota
$261K +$26.6K +676 +11%
PGA
1337
Portland Global Advisors
Maine
$260K
SB
1338
Simmons Bank
Arkansas
$259K -$158 -4 -0.1%
CIC
1339
Crawford Investment Counsel
Georgia
$258K -$59.7K -1,514 -19%
JGIA
1340
Jackson Grant Investment Advisers
Connecticut
$258K +$158 +4 +0.1%
CPA
1341
Capital Planning Advisors
California
$257K +$7.88K +200 +3%
SC
1342
Searle & Co
Connecticut
$257K +$27.8K +706 +12%
CWM
1343
Connecticut Wealth Management
Connecticut
$256K +$946 +24 +0.4%
MIM
1344
Marco Investment Management
Georgia
$254K
PFBT
1345
Parkside Financial Bank & Trust
Missouri
$254K +$21.7K +550 +9%
RWA
1346
River Wealth Advisors
Pennsylvania
$253K +$19.5K +494 +8%
CC
1347
Cedar Capital
Illinois
$252K -$5.71K -145 -2%
AIA
1348
Armor Investment Advisors
North Carolina
$252K
PVWM
1349
Point View Wealth Management
New Jersey
$250K +$10.6K +270 +4%
FC
1350
Financial Consulate
Maryland
$249K +$1.18K +30 +0.5%