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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1026
Perigon Wealth Management
California
$2.96M -$392K -8,834 -11%
ACG
1027
Allen Capital Group
Nebraska
$2.96M +$178K +4,003 +6%
ZB
1028
Zions Bancorporation
Utah
$2.96M +$897K +20,214 +38%
CW
1029
Connectus Wealth
Ohio
$2.96M +$2M +45,139 +157%
LIM
1030
Leavell Investment Management
Alabama
$2.95M -$1.6K -36 -0%
AFM
1031
Abbot Financial Management
Massachusetts
$2.95M +$14K +315 +0.4%
LNC
1032
Lincoln National Corp
Pennsylvania
$2.94M +$355K +7,993 +12%
BIM
1033
Bridges Investment Management
Nebraska
$2.94M -$82.1K -1,850 -2%
SIMM
1034
Stillwater Investment Management (Minnesota)
Minnesota
$2.92M +$27.4K +618 +0.9%
SIA
1035
Strategic Investment Advisors
Michigan
$2.92M -$111K -2,504 -3%
PGIM
1036
Pacific Global Investment Management
California
$2.92M -$21.6K -486 -0.7%
SWIG
1037
Strategic Wealth Investment Group
Kentucky
$2.91M +$344K +7,757 +12%
HRC
1038
Hoertkorn Richard Charles
$2.91M +$55.8K +1,257 +2%
MBTD
1039
Mechanics Bank - Trust Department
California
$2.9M -$48.4K -1,090 -1%
KA
1040
Keene & Associates
Texas
$2.9M +$379K +8,551 +13%
CSPAM
1041
Cary Street Partners Asset Management
Virginia
$2.9M -$61.9K -1,396 -2%
HNW
1042
High Note Wealth
Minnesota
$2.89M +$49.5K +1,115 +2%
IA
1043
IFG Advisory
Georgia
$2.89M +$419K +9,438 +15%
BAM
1044
Boyar Asset Management
New York
$2.89M +$441K +9,933 +16%
VWMG
1045
Virginia Wealth Management Group
Virginia
$2.88M +$591K +13,331 +23%
AAS
1046
Annex Advisory Services
Wisconsin
$2.88M +$4.35K +98 +0.1%
LOAME
1047
Lombard Odier Asset Management (Europe)
United Kingdom
$2.87M -$592K -13,338 -16%
ACM
1048
Altrius Capital Management
North Carolina
$2.86M -$608K -13,695 -16%
GP
1049
Greenline Partners
New York
$2.85M – – –
DDC
1050
DF Dent & Co
Maryland
$2.85M +$234K +5,268 +8%