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Name Holding Trade Value Shares
Change
Change in
Stake
DBT
651
Dubuque Bank & Trust
Iowa
$256K +$240K +1,612 New
SS
652
Simplicity Solutions
Minnesota
$255K -$41.9K -281 -15%
WWM
653
Western Wealth Management
Colorado
$255K +$11.6K +78 +5%
FNBT
654
FineMark National Bank & Trust
Florida
$254K +$6.86K +46 +3%
SYBT
655
Stock Yards Bank & Trust
Kentucky
$253K -$88K -590 -27%
IAA
656
Independent Advisor Alliance
North Carolina
$251K +$236K +1,581 New
ACM
657
Advisors Capital Management
New Jersey
$251K +$236K +1,585 New
BIM
658
Baldwin Investment Management
Pennsylvania
$250K -$14.9K -100 -6%
CFB
659
Cullen/Frost Bankers
Texas
$250K -$14.9K -100 -6%
BCA
660
Bay Colony Advisors
Massachusetts
$248K +$7.31K +49 +3%
CAM
661
CenterStar Asset Management
Illinois
$247K
LW
662
Linscomb Wealth
Texas
$247K +$5.96K +40 +3%
JI
663
Jeereddi Investments
California
$246K
SRC
664
Sage Rhino Capital
California
$246K +$4.62K +31 +2%
MWM
665
Mission Wealth Management
California
$245K +$230K +1,543 New
OIM
666
Oder Investment Management
California
$244K +$231K +1,546 New
SS
667
Sunbelt Securities
Texas
$243K
CBFP
668
Cedar Brook Financial Partners
Ohio
$243K +$8.05K +54 +4%
CCP
669
Cardan Capital Partners
Colorado
$242K -$239K -1,605 -51%
OL
670
Optas LLC
Texas
$241K -$180K -1,204 -44%
KC
671
Knuff & Co
California
$241K -$21.2K -142 -9%
SIM
672
Sonora Investment Management
Arizona
$241K -$1.64K -11 -0.7%
EHC
673
Everett Harris & Co
California
$241K -$746 -5 -0.3%
B
674
Bailard
California
$240K +$226K +1,514 New
SC
675
Schulhoff & Co
Ohio
$239K