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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
Kingsview Wealth Management
Oregon
$246K +$243K +7,893 New
KFGK
677
Keystone Financial Group (Kentucky)
Kentucky
$243K -$13.1K -427 -5%
CC
678
Courier Capital
New York
$242K -$19.2K -623 -7%
ABTD
679
Arvest Bank Trust Division
Oklahoma
$242K -$13.6K -442 -5%
HFS
680
HL Financial Services
Kentucky
$241K -$58.1K -1,887 -20%
LC
681
LCNB Corp
Ohio
$240K -$23.7K -771 -9%
TYCC
682
Texas Yale Capital Corp
Florida
$240K
CTA
683
Chesley Taft & Associates
Illinois
$240K +$1.2K +39 +0.5%
CFB
684
Cullen/Frost Bankers
Texas
$240K +$35K +1,137 +17%
BW
685
Bison Wealth
Georgia
$240K +$237K +7,691 New
ONB
686
Old National Bancorp
Indiana
$239K +$17.3K +561 +8%
CCM
687
Coldstream Capital Management
Washington
$239K +$24.7K +804 +12%
VFA
688
Valeo Financial Advisors
Indiana
$238K +$1.08K +35 +0.5%
CA
689
Cornerstone Advisory
Maryland
$238K +$23K +747 +11%
1SB
690
1ST Source Bank
Indiana
$232K
SFSIG
691
San Francisco Sentry Investment Group
California
$232K +$28.8K +936 +14%
ARMT
692
Amica Retiree Medical Trust
Rhode Island
$230K
FPCG
693
Fort Pitt Capital Group
Pennsylvania
$229K
CAM
694
Centre Asset Management
New York
$229K +$226K +7,346 New
FMW
695
Farr Miller & Washington
District of Columbia
$227K
KA
696
Kovack Advisors
Florida
$225K -$58.7K -1,907 -21%
CSIC
697
Clifford Swan Investment Counsel
California
$224K
AUB
698
Atlantic Union Bankshares
Virginia
$222K +$219K +7,128 New
IIC
699
Integrated Investment Consultants
Michigan
$221K
WP
700
WealthSource Partners
California
$221K +$218K +7,091 New