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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1001
Probity Advisors
Texas
$278K -$44.1K -306 -14%
EFS
1002
Essex Financial Services
Connecticut
$278K
HFG
1003
Heron Financial Group
New York
$278K
SS
1004
Sunbelt Securities
Texas
$277K +$261K +1,813 New
CCM
1005
Covington Capital Management
California
$276K -$1.01K -7 -0.4%
GW
1006
GW & Wade
Massachusetts
$275K -$9.22K -64 -3%
HB
1007
Homrich & Berg
Georgia
$275K -$8.94K -62 -3%
FWP
1008
Firethorn Wealth Partners
Georgia
$274K -$2.02K -14 -0.8%
IFG
1009
Investors Financial Group
Minnesota
$273K +$15.7K +109 +6%
SCG
1010
Sonata Capital Group
Washington
$272K
WCM
1011
Weld Capital Management
New York
$271K -$406K -2,820 -61%
GD
1012
Grandfield & Dodd
New York
$270K
MA
1013
Mutual Advisors
Nebraska
$270K +$51.2K +355 +24%
CFO
1014
Collective Family Office
Pennsylvania
$269K
CCM
1015
Crossvault Capital Management
Texas
$269K +$246K +1,704 New
LFA
1016
Landmark Financial Advisors
Kentucky
$267K
ZB
1017
Zions Bancorporation
Utah
$267K +$186K +1,292 +254%
CG
1018
Clarus Group
Texas
$267K +$251K +1,739 New
CFA
1019
CWS Financial Advisors
Michigan
$266K -$721 -5 -0.3%
1SB
1020
1ST Source Bank
Indiana
$266K
MFG
1021
Merit Financial Group
Georgia
$266K +$21.6K +150 +9%
WFC
1022
Western Financial Corp
California
$265K
TFS
1023
TrustCore Financial Services
Tennessee
$265K +$10.2K +71 +4%
BTW
1024
Boston Trust Walden
Massachusetts
$263K
TA
1025
Tiedemann Advisors
New York
$263K +$255K +1,769 New