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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Continuum Advisory
Idaho
$182K +$169K +3,065 New
MSWM
1302
Mowery & Schoenfeld Wealth Management
Illinois
$180K
WIA
1303
Wetzel Investment Advisors
Indiana
$176K -$11.1K -200 -6%
SCM
1304
Silvant Capital Management
Georgia
$173K
WAS
1305
Winch Advisory Services
Wisconsin
$173K +$17K +308 +12%
MHR
1306
Matthew Hamilton Rosenberg
$172K -$3.48K -63 -2%
ZB
1307
Zions Bancorporation
Utah
$171K +$34.8K +630 +27%
RFG
1308
RFP Financial Group
Georgia
$170K +$2.04K +37 +1%
TF
1309
Tompkins Financial
New York
$169K +$7.18K +130 +5%
PIM
1310
Plato Investment Management
Australia
$169K
SIC
1311
Salem Investment Counselors
North Carolina
$168K -$38.5K -696 -19%
AGWCA
1312
Annis Gardner Whiting Capital Advisors
Florida
$168K +$4.42K +80 +3%
PI
1313
PGGM Investments
Netherlands
$167K +$159K +2,878 New
GCM
1314
Gables Capital Management
Florida
$164K -$4.7K -85 -3%
TFGT
1315
TS Financial Group (TSFG)
Illinois
$164K -$18.7K -338 -11%
BG
1316
Bollard Group
Massachusetts
$164K +$1.27K +23 +0.8%
ME
1317
McIlrath & Eck
Washington
$163K -$17.7K -321 -10%
LGF
1318
LGT Group Foundation
Liechtenstein
$162K -$378K -6,844 -71%
AAP
1319
Arax Advisory Partners
Colorado
$160K +$1.1K +20 +0.7%
TH
1320
TCTC Holdings
Texas
$158K
WB
1321
Webster Bank
Connecticut
$158K
ANBT
1322
American National Bank & Trust
Texas
$157K +$5.97K +108 +4%
BHWM
1323
Beaird Harris Wealth Management
Texas
$156K +$5.42K +98 +4%
WSCM
1324
Wellington Shields Capital Management
New York
$156K +$2.32K +42 +2%
FCA
1325
FinTrust Capital Advisors
South Carolina
$153K +$16.3K +295 +13%