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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
801
Cypress Capital Group
Florida
$706K +$646K +2,180 New
RT
802
Rockland Trust
Massachusetts
$702K -$317K -1,070 -33%
BWM
803
BlackDiamond Wealth Management
New York
$700K -$111K -375 -16%
CAM
804
Cypress Asset Management
Texas
$699K -$5.92K -20 -0.9%
Modera Wealth Management
805
Modera Wealth Management
New Jersey
$697K +$207K +700 +48%
PP
806
Patron Partners
Texas
$695K -$19.6K -66 -3%
SCI
807
Silver Coast Investments
United States
$692K -$105K -356 -14%
KIA
808
KCM Investment Advisors
California
$689K – – –
NL
809
NWAM LLC
Washington
$687K +$1.19K +4 +0.2%
HBT
810
Heartland Bank & Trust
Illinois
$687K -$14.2K -48 -2%
JIC
811
Joel Isaacson & Co
New York
$684K – – –
IAP
812
Indie Asset Partners
Indiana
$682K +$1.48K +5 +0.2%
AB
813
Atlas Brown
Kentucky
$682K +$296 +1 +0%
HGA
814
Hobbs Group Advisors
South Carolina
$673K +$600K +2,026 +3,823%
BIM
815
Baldwin Investment Management
Pennsylvania
$672K -$10.4K -35 -2%
OIM
816
Oder Investment Management
California
$670K – – –
UCI
817
Uncommon Cents Investing
Wisconsin
$665K – – –
MWM
818
Mindset Wealth Management
Indiana
$661K +$605K +2,041 New
Brighton Jones LLC
819
Brighton Jones LLC
Washington
$657K -$16.3K -55 -3%
JF
820
Joule Financial
Kentucky
$657K -$2.96K -10 -0.5%
CD
821
Chapin Davis
Maryland
$656K -$4.44K -15 -0.7%
UMB Bank
822
UMB Bank
Missouri
$653K -$165K -558 -22%
CBB
823
Citizens Business Bank
California
$650K -$592 -2 -0.1%
GP
824
Greenline Partners
New York
$648K – – –
WesBanco Bank
825
WesBanco Bank
West Virginia
$647K +$29.6K +100 +5%