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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1001
Penobscot Investment Management
Massachusetts
$635K -$86.2K -400 -12%
JF
1002
Jump Financial
Illinois
$633K +$398K +1,848 +165%
VLC
1003
Van Leeuwen & Company
New Jersey
$631K -$72.2K -335 -10%
FWTB
1004
First Western Trust Bank
Colorado
$630K -$5.61K -26 -0.9%
AWM
1005
Axxcess Wealth Management
California
$629K +$113K +523 +22%
MIM
1006
Morningstar Investment Management
Illinois
$628K
1SB
1007
1ST Source Bank
Indiana
$627K +$71.1K +330 +13%
ANBT
1008
American National Bank & Trust
Texas
$626K
GWA
1009
Geometric Wealth Advisors
District of Columbia
$623K
GVAG
1010
Great Valley Advisor Group
Delaware
$620K +$47.6K +221 +8%
MFA
1011
Mayflower Financial Advisors
Massachusetts
$619K +$3.23K +15 +0.5%
BBHC
1012
Brown Brothers Harriman & Co
New York
$618K -$41.8K -194 -6%
SB
1013
Strategic Blueprint
Georgia
$616K +$66.2K +307 +12%
ACM
1014
Allred Capital Management
Texas
$616K +$27.2K +126 +5%
BMCM
1015
Burns Matteson Capital Management
New York
$615K +$60.4K +280 +11%
BTW
1016
Boston Trust Walden
Massachusetts
$609K
GD
1017
Grandfield & Dodd
New York
$609K
MCM
1018
Manchester Capital Management
Vermont
$601K +$3.45K +16 +0.6%
HFBOT
1019
Home Federal Bank of Tennessee
Tennessee
$601K
IA
1020
IFG Advisory
Georgia
$600K +$607K +2,814 New
HW
1021
Hancock Whitney
Mississippi
$599K -$15.5K -72 -3%
GW
1022
GW & Wade
Massachusetts
$597K +$143K +664 +31%
SIM
1023
Stratos Investment Management
Ohio
$596K -$19.2K -89 -3%
PPP
1024
Private Portfolio Partners
New Jersey
$595K +$4.74K +22 +0.8%
CI
1025
CX Institutional
Indiana
$594K -$6.68K -31 -1%