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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
851
All Terrain Financial Advisors
Minnesota
$363K
SB
852
Simmons Bank
Arkansas
$363K -$11.3K -899 -3%
NP
853
NorthRock Partners
Minnesota
$363K -$57.4K -4,584 -14%
EB
854
Eastern Bank
Massachusetts
$362K
WP
855
WealthPLAN Partners
Nebraska
$361K -$236K -18,885 -40%
PWM
856
Perigon Wealth Management
California
$361K -$124K -9,898 -26%
PTC
857
Petrus Trust Company
Texas
$358K +$92.5K +7,385 +35%
CWP
858
Capital Wealth Planning
Florida
$354K -$664 -53 -0.2%
RWP
859
Ridgecrest Wealth Partners
California
$351K +$58.2K +4,647 +20%
WG
860
Welch Group
Alabama
$350K +$11.5K +919 +3%
SVWAG
861
Sound View Wealth Advisors Group
Georgia
$350K -$43.3K -3,457 -11%
ANTB
862
AMG National Trust Bank
Colorado
$349K +$7.19K +574 +2%
IAN
863
Integrated Advisors Network
Texas
$349K -$41.1K -3,285 -11%
WPC
864
Waters Parkerson & Co
Louisiana
$347K
WSTAM
865
Wilbanks Smith & Thomas Asset Management
Virginia
$347K -$2.82K -225 -0.8%
SGCA
866
Steel Grove Capital Advisors
Tennessee
$347K +$952 +76 +0.3%
CCWM
867
Cassaday & Co Wealth Management
Virginia
$346K +$1.75K +140 +0.5%
CWP
868
Curated Wealth Partners
California
$345K
CBFP
869
Cedar Brook Financial Partners
Ohio
$344K +$952 +76 +0.3%
BFEC
870
Benjamin F. Edwards & Company
Missouri
$343K +$2.07K +165 +0.6%
CAC
871
Certified Advisory Corp
Florida
$343K -$2.5K -200 -0.7%
CFB
872
Cullen/Frost Bankers
Texas
$343K -$402K -32,145 -54%
AG
873
AIA Group
Hong Kong
$343K -$881K -70,401 -72%
PM
874
Penbrook Management
New York
$342K
PWM
875
Purus Wealth Management
California
$342K +$7.2K +575 +2%