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Name Holding Trade Value Shares
Change
Change in
Stake
Greenleaf Trust
501
Greenleaf Trust
Michigan
$1.57M +$26.6K +110 +2%
CB
502
Cadence Bank
Mississippi
$1.57M -$2.17K -9 -0.1%
SNBOSCI
503
Security National Bank of Sioux City Iowa
Iowa
$1.57M -$37.4K -155 -2%
SWS
504
SYSTM Wealth Solutions
Illinois
$1.56M +$382K +1,583 +30%
Geneos Wealth Management
505
Geneos Wealth Management
Colorado
$1.55M -$2.16M -8,950 -57%
Cornerstone Investment Partners
506
Cornerstone Investment Partners
Georgia
$1.54M -$3.62K -15 -0.2%
BDFN
507
Bond & Devick Financial Network
Minnesota
$1.54M +$4.59K +19 +0.3%
B. Metzler seel. Sohn & Co
508
B. Metzler seel. Sohn & Co
Germany
$1.53M +$156K +645 +11%
BOS
509
Bank of Stockton
California
$1.52M +$149K +615 +10%
AF
510
Arrow Financial
New York
$1.52M +$88.6K +367 +6%
SW
511
SVB Wealth
Massachusetts
$1.51M -$253K -1,049 -14%
ACL
512
Applied Capital LLC
Florida
$1.49M -$5.55K -23 -0.4%
TA
513
TCM Advisors
West Virginia
$1.48M – – –
RPSA
514
Richard P. Slaughter Associates
Texas
$1.48M +$46.6K +193 +3%
Sigma Planning Corp
515
Sigma Planning Corp
Michigan
$1.46M +$75.8K +314 +5%
DFA
516
Delta Financial Advisors
Louisiana
$1.45M +$2.9K +12 +0.2%
TCOV
517
Trust Company of Vermont
Vermont
$1.43M -$48.1K -199 -3%
STRS Ohio
518
STRS Ohio
Ohio
$1.42M -$289K -1,198 -16%
Clearstead Advisors
519
Clearstead Advisors
Ohio
$1.41M – – –
MTC
520
Matrix Trust Company
Colorado
$1.41M +$18.1K +75 +1%
OBGC
521
O'Brien Greene & Co
Pennsylvania
$1.39M – – –
EBWM
522
Eagle Bluffs Wealth Management
Missouri
$1.39M -$10.6K -44 -0.7%
GP
523
Geneva Partners
Wisconsin
$1.38M -$348K -1,441 -19%
Raymond James Trust
524
Raymond James Trust
Florida
$1.37M +$11.6K +48 +0.8%
FCFC
525
First Citizens Financial Corp
Iowa
$1.37M – – –