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Name Holding Trade Value Shares
Change
Change in
Stake
NQWM
826
Northwest Quadrant Wealth Management
Oregon
$357K -$5.74K -27 -2%
WDA
827
Wendell David Associates
New Hampshire
$357K -$5.32K -25 -1%
1SB
828
1ST Source Bank
Indiana
$357K – – –
CSB
829
City State Bank
Iowa
$357K – – –
MG
830
Mather Group
Illinois
$357K +$49.4K +232 +15%
SCM
831
SKBA Capital Management
California
$356K -$31.9K -150 -8%
LC
832
Lindbrook Capital
California
$355K -$17.9K -84 -5%
TC
833
Trust Company
Kansas
$354K +$138K +649 +59%
CI
834
Cigna Investments
Connecticut
$352K -$16.4K -77 -4%
VWA
835
V Wealth Advisors
Kansas
$352K +$31.5K +148 +9%
TSW
836
Thompson Siegel & Walmsley
Virginia
$350K – – –
WA
837
Wealth Alliance
New York
$350K +$8.94K +42 +3%
DWM
838
Doyle Wealth Management
Florida
$350K +$11.1K +52 +3%
LGA
839
Lebenthal Global Advisors
New York
$349K -$24.3K -114 -6%
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$349K -$2.34K -11 -0.6%
MBT
841
Montecito Bank & Trust
California
$348K -$8.51K -40 -2%
JIC
842
Joel Isaacson & Co
New York
$348K – – –
FT
843
Fiduciary Trust
Massachusetts
$347K -$21.3K -100 -6%
LWP
844
Legacy Wealth Planning
Nevada
$346K – – –
GRP
845
Global Retirement Partners
California
$345K -$11.5K -54 -4%
GT
846
Glenview Trust
Kentucky
$345K +$21.3K +100 +6%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$345K -$36.2K -170 -9%
SIMG
848
Sonora Investment Management Group
Arizona
$343K – – –
CP
849
Castleview Partners
Texas
$343K +$28.5K +134 +9%
WB
850
WesBanco Bank
West Virginia
$341K -$74.5K -350 -17%