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Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
1051
Newman Dignan & Sheerar Inc
Rhode Island
$328K +$28.6K +474 +10%
NFG
1052
Nations Financial Group
Iowa
$327K -$77.4K -1,284 -20%
FCCM
1053
First City Capital Management
Georgia
$326K – – –
SWA
1054
SFMG Wealth Advisors
Texas
$326K +$26.8K +444 +10%
Meiji Yasuda Life Insurance
1055
Meiji Yasuda Life Insurance
Japan
$325K -$33.5K -556 -10%
RE
1056
RBC Europe
United Kingdom
$324K – – –
OneDigital Investment Advisors
1057
OneDigital Investment Advisors
Kansas
$324K +$44.5K +737 +17%
WB
1058
West Bancorporation
Iowa
$324K +$238K +3,942 +345%
CST
1059
Charles Schwab Trust
Nevada
$323K -$10K -166 -3%
FWM
1060
Finer Wealth Management
Massachusetts
$322K -$22.7K -377 -7%
UBV
1061
United Bank (Virginia)
Virginia
$321K -$61K -1,012 -17%
TSWM
1062
Triangle Securities Wealth Management
North Carolina
$321K +$422 +7 +0.1%
AIM
1063
Anchor Investment Management
South Carolina
$320K +$8.2K +136 +3%
Eastern Bank
1064
Eastern Bank
Massachusetts
$320K -$23.7K -393 -7%
ANRIA
1065
American National Registered Investment Advisor
Texas
$320K -$4.83K -80 -2%
QPW
1066
Quantum Private Wealth
Florida
$320K – – –
SAI
1067
Systematic Alpha Investments
New Jersey
$320K – – –
4WM
1068
44 Wealth Management
Oregon
$320K +$8.81K +146 +3%
CIA
1069
Cladis Investment Advisory
Montana
$320K – – –
Gabelli Funds
1070
Gabelli Funds
New York
$319K – – –
PCS
1071
Personal CFO Solutions
New Jersey
$319K +$25.4K +421 +9%
Exencial Wealth Advisors
1072
Exencial Wealth Advisors
Oklahoma
$318K -$18.5K -306 -6%
JMFC
1073
J.M. Forbes & Co
Massachusetts
$318K +$23.8K +395 +9%
NorthRock Partners
1074
NorthRock Partners
Minnesota
$317K +$39.9K +662 +15%
LWANC
1075
Laurel Wealth Advisors (North Carolina)
North Carolina
$316K – – –