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Name Holding Trade Value Shares
Change
Change in
Stake
UB
1326
Umpqua Bank
Oregon
$2.17M +$1.85M +17,695 New
I
1327
INVST
Indiana
$2.16M +$301K +2,877 +19%
MMPW
1328
Mitchell McLeod Pugh & Williams
Alabama
$2.16M +$207K +1,985 +13%
BFM
1329
Boston Financial Management
Massachusetts
$2.16M -$44K -421 -2%
HWM
1330
Horizon Wealth Management
Illinois
$2.16M -$708K -6,774 -28%
CT
1331
Clearstead Trust
Maine
$2.16M -$12.8K -123 -0.7%
CIAS
1332
Capital Investment Advisory Services
North Carolina
$2.15M -$2.82K -27 -0.2%
BAM
1333
Belpointe Asset Management
Nevada
$2.15M -$45K -431 -2%
LMKC
1334
L.M. Kohn & Company
Ohio
$2.15M -$16.3K -156 -0.9%
ANBT
1335
American National Bank & Trust
Texas
$2.15M +$654K +6,261 +56%
UWM
1336
Udine Wealth Management
Florida
$2.14M +$23.8K +228 +1%
CT
1337
Chicago Trust
Illinois
$2.14M +$351K +3,362 +24%
NSIM
1338
North Star Investment Management
Illinois
$2.14M +$42.9K +411 +2%
IBOK
1339
Independence Bank of Kentucky
Kentucky
$2.14M +$113K +1,083 +7%
IIL
1340
Insight Inv LLC
California
$2.14M +$120K +1,150 +7%
BCM
1341
Barometer Capital Management
Ontario, Canada
$2.13M +$2.01M +19,200 New
CCA
1342
Checchi Capital Advisers
California
$2.13M -$16.4K -157 -0.9%
WWM
1343
WT Wealth Management
Arizona
$2.13M -$106K -1,012 -5%
SWA
1344
SOA Wealth Advisors
New York
$2.13M -$16.5K -158 -0.9%
MC
1345
Mirabaud & Cie
Switzerland
$2.13M +$20.9K +200 +1%
CFS
1346
CRA Financial Services
New Jersey
$2.12M -$32.5K -311 -2%
MAM
1347
Morse Asset Management
Connecticut
$2.12M +$20.8K +199 +1%
FWCM
1348
Ferguson Wellman Capital Management
Oregon
$2.11M +$16.1K +154 +0.9%
RGC
1349
Roberts, Glore & Co
Illinois
$2.1M -$32K -306 -2%
AHC
1350
Adell Harriman & Carpenter
Texas
$2.09M -$21K -201 -1%