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Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1201
Meridian Investment Counsel
California
$207K
TA
1202
TrueWealth Advisors
Alabama
$207K
SSW
1203
Stone Summit Wealth
Florida
$207K +$213K +1,361 New
WPP
1204
Whalerock Point Partners
Rhode Island
$205K
PFP
1205
Paragon Financial Partners
California
$204K +$1.1K +7 +0.5%
RWA
1206
Ropes Wealth Advisors
Massachusetts
$201K -$154K -982 -43%
SWM
1207
Segment Wealth Management
Texas
$200K -$18.3K -117 -8%
LCM
1208
LVM Capital Management
Michigan
$200K +$470 +3 +0.2%
SNB
1209
Security National Bank
Nebraska
$200K +$2.97K +19 +1%
RE
1210
RBC Europe
United Kingdom
$197K -$5.48K -35 -3%
GI
1211
Gradient Investments
Minnesota
$194K
FNBOSM
1212
First National Bank of South Miami
Florida
$187K +$32.7K +209 +20%
SAM
1213
Sycomore Asset Management
France
$185K -$18.5K -118 -9%
FWM
1214
Focused Wealth Management
New York
$184K -$626 -4 -0.3%
JWA
1215
JFS Wealth Advisors
Pennsylvania
$179K +$4.07K +26 +2%
SBL
1216
Sargent Bickham Lagudis
Colorado
$178K -$3.13K -20 -2%
MCC
1217
Money Concepts Capital
Florida
$169K +$175K +1,116 New
FBT
1218
First Bank & Trust
South Dakota
$167K -$135K -861 -44%
PFGIA
1219
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$84.1K +537 +97%
SCM
1220
Silvant Capital Management
Georgia
$164K
IBOK
1221
Independence Bank of Kentucky
Kentucky
$163K -$19.6K -125 -10%
CTB
1222
Country Trust Bank
Illinois
$157K -$3.91K -25 -2%
WTA
1223
Washington Trust Advisors
Massachusetts
$157K +$10.5K +67 +7%
RMC
1224
Resources Management Corp
Connecticut
$156K
EWA
1225
EverSource Wealth Advisors
Alabama
$156K +$1.1K +7 +0.7%