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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1051
Parthenon LLC
Kentucky
$203K – – –
BBA
1052
Braun-Bostich & Associates
Pennsylvania
$203K +$218K +1,199 New
NRS
1053
Neville Rodie & Shaw
New York
$202K – – –
TCBWMS
1054
Texas Capital Bank Wealth Management Services
Texas
$201K -$127K -700 -37%
Balyasny Asset Management
1055
Balyasny Asset Management
Illinois
$200K -$50.8M -279,395 -100%
CWP
1056
Concord Wealth Partners
Virginia
$199K +$165K +906 +333%
SPWM
1057
Spartan Planning & Wealth Management
North Carolina
$194K +$208K +1,146 New
DJSG
1058
D.J. St. Germain
Massachusetts
$189K -$909 -5 -0.4%
UCB
1059
United Community Bank
South Carolina
$187K +$1.82K +10 +0.9%
CB
1060
Community Bank
New York
$186K – – –
MAM
1061
Magellan Asset Management
Australia
$176K +$6.73K +37 +4%
QC
1062
Quent Capital
New York
$172K +$50.9K +280 +38%
BEI
1063
Benjamin Edwards Inc
Missouri
$167K -$2.55K -14 -1%
PB
1064
Pinnacle Bancorp
Nebraska
$167K – – –
SL
1065
Salomon & Ludwin
Virginia
$158K +$170K +935 New
VNA
1066
Valley National Advisers
Pennsylvania
$158K -$2.18K -12 -1%
JWM
1067
Janiczek Wealth Management
Colorado
$155K +$2.36K +13 +1%
AT
1068
Avalon Trust
New Mexico
$152K – – –
FFC
1069
First Financial Corp
Indiana
$151K -$6.91K -38 -4%
PBK
1070
Peoples Bank (Kansas)
Kansas
$150K +$161K +885 New
AP
1071
Arlington Partners
Alabama
$143K -$73.3K -403 -32%
AT
1072
Arlington Trust
Alabama
$143K +$153K +844 New
MCM
1073
Manchester Capital Management
Vermont
$142K – – –
SGC
1074
Slocum, Gordon & Co
Rhode Island
$141K – – –
CCC
1075
Chelsea Counsel Company
California
$141K – – –