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Name Holding Trade Value Shares
Change
Change in
Stake
Moneta Group Investment Advisors
951
Moneta Group Investment Advisors
Missouri
$335K +$5.87K +103 +2%
Mather Group
952
Mather Group
Illinois
$335K +$16.7K +293 +5%
Wealthspire Advisors (New York)
953
Wealthspire Advisors (New York)
New York
$334K -$221K -3,876 -40%
FSA
954
Fort Sheridan Advisors
Illinois
$334K +$26.6K +466 +9%
DA
955
Detalus Advisors
Missouri
$332K -$237K -4,163 -42%
AMIM
956
Aull & Monroe Investment Management
Alabama
$332K -$12.1K -213 -4%
PCM
957
Parsons Capital Management
Rhode Island
$332K -$10.6K -186 -3%
SB
958
Sunflower Bank
Texas
$332K +$12K +211 +4%
SIC
959
SFE Investment Counsel
California
$332K +$334K +5,860 New
RFM
960
Royal Fund Management
Florida
$331K +$49.4K +866 +17%
SIC
961
Samalin Investment Counsel
New York
$331K +$70.1K +1,230 +27%
KIA
962
KCM Investment Advisors
California
$331K +$90.4K +1,586 +37%
R.M. Davis Inc
963
R.M. Davis Inc
Maine
$330K +$40.4K +709 +14%
SW
964
StrongBox Wealth
Missouri
$328K -$147K -2,585 -31%
DJSG
965
D.J. St. Germain
Massachusetts
$328K -$96.4K -1,691 -23%
GJIC
966
Gamble Jones Investment Counsel
California
$327K – – –
SFG
967
Summit Financial Group
West Virginia
$327K – – –
Independent Financial Group
968
Independent Financial Group
California
$327K -$484K -8,489 -60%
TBNY
969
Trustco Bank (New York)
New York
$326K -$16.1K -282 -5%
Douglas Lane & Associates
970
Douglas Lane & Associates
New York
$326K -$12.1K -212 -4%
CNC
971
Citizens & Northern Corp
Pennsylvania
$325K -$15.6K -274 -5%
QCIG
972
Quad-Cities Investment Group
Iowa
$324K +$58.4K +1,024 +22%
Graham Capital Management
973
Graham Capital Management
Connecticut
$324K +$327K +5,727 New
FAM
974
Formidable Asset Management
Ohio
$323K +$5.76K +101 +2%
Chicago Partners Investment Group
975
Chicago Partners Investment Group
Illinois
$322K +$15.7K +275 +5%