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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
801
Independence Bank of Kentucky
Kentucky
$269K -$71.4K -1,000 -20%
GG
802
Gofen & Glossberg
Illinois
$269K – – –
PCA
803
Peddock Capital Advisors
Massachusetts
$267K – – –
ST
804
Smithfield Trust
Pennsylvania
$267K – – –
Bank Julius Baer & Co
805
Bank Julius Baer & Co
Switzerland
$266K -$117K -1,641 -29%
EH
806
Equitable Holdings
New York
$265K -$214 -3 -0.1%
MYLI
807
Meiji Yasuda Life Insurance
Japan
$265K +$285K +3,987 New
MWM
808
Modera Wealth Management
New Jersey
$263K +$282K +3,953 New
CC
809
Chicago Capital
Illinois
$262K – – –
DWT
810
Dorsey & Whitney Trust
South Dakota
$261K +$279K +3,909 New
LAI
811
Legal Advantage Investments
California
$259K -$7.14K -100 -3%
VFA
812
Valeo Financial Advisors
Indiana
$259K +$1.5K +21 +0.5%
LCM
813
Linker Capital Management
Kentucky
$259K +$278K +3,890 New
MWM
814
Mission Wealth Management
California
$255K -$200K -2,800 -42%
CAG
815
Csenge Advisory Group
Florida
$253K -$9.35K -131 -3%
MBTD
816
Mechanics Bank - Trust Department
California
$253K – – –
DFA
817
Delta Financial Advisors
Louisiana
$253K +$214 +3 +0.1%
CWS
818
Cypress Wealth Services
California
$252K +$25.4K +356 +10%
SOW
819
State of Wyoming
Wyoming
$251K -$470K -6,586 -64%
APG
820
Abacus Planning Group
South Carolina
$251K +$7.07K +99 +3%
BFEC
821
Benjamin F. Edwards & Company
Missouri
$250K +$93.1K +1,305 +53%
SPC
822
Sigma Planning Corp
Michigan
$247K -$14.3K -200 -5%
EAM
823
Evanson Asset Management
California
$247K -$214 -3 -0.1%
CG
824
Caprock Group
Idaho
$246K -$47.7K -669 -15%
HSA
825
HBK Sorce Advisory
Pennsylvania
$246K +$3.92K +55 +2%