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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
776
Montecito Bank & Trust
California
$383K
MGIA
777
Moneta Group Investment Advisors
Missouri
$382K +$44.4K +3,340 +15%
Legacy Financial Group (Iowa)
778
Legacy Financial Group (Iowa)
Iowa
$381K -$117K -8,767 -25%
CAM
779
Cacti Asset Management
Georgia
$380K
PCM
780
Parsons Capital Management
Rhode Island
$378K +$74.4K +5,600 +28%
PTC
781
Private Trust Company
Ohio
$377K +$134K +10,079 +66%
1WA
782
180 Wealth Advisors
Washington
$376K -$66 -5 -0%
EWA
783
EP Wealth Advisors
California
$376K +$48.4K +3,639 +17%
CWP
784
Curated Wealth Partners
California
$375K
ZF
785
Zhang Financial
Michigan
$375K +$3.99K +300 +1%
BAIA
786
Bel Air Investment Advisors
California
$372K +$98.6K +7,417 +42%
GSWM
787
Golden State Wealth Management
California
$370K +$331K +24,892 New
BMC
788
Benin Management Corp
Connecticut
$367K +$6.65K +500 +2%
VWA
789
Visionary Wealth Advisors
Illinois
$367K +$78K +5,870 +31%
FIM
790
Fruth Investment Management
Texas
$366K
CFD
791
Creative Financial Designs
Indiana
$364K +$22.3K +1,680 +7%
CBB
792
Citizens Business Bank
California
$363K
CGL
793
Clarius Group LLC
Washington
$363K +$12K +903 +4%
SWM
794
Stockman Wealth Management
Montana
$362K -$11.2K -844 -3%
AAM
795
AR Asset Management
California
$362K
BMC
796
Beaton Management Company
Massachusetts
$362K +$6.65K +500 +2%
CFA
797
Cahill Financial Advisors
Minnesota
$361K -$2.66K -200 -0.8%
JIC
798
Joel Isaacson & Co
New York
$359K +$321K +24,150 New
ONB
799
Old National Bancorp
Indiana
$358K -$3.99K -300 -1%
SWMG
800
Strategic Wealth Management Group
Maryland
$357K +$11.3K +848 +4%