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Name Holding Trade Value Shares
Change
Change in
Stake
WT
1701
Whittier Trust
California
$1.52K -$37K -2,744 -96%
Kayne Anderson Rudnick Investment Management
1702
Kayne Anderson Rudnick Investment Management
California
$1.46K -$10.8K -800 -88%
BDPWM
1703
Barnes Dennig Private Wealth Management
Ohio
$1.45K – – –
ANBT
1704
American National Bank & Trust
Texas
$1.39K – – –
CCMW
1705
Cypress Capital Management (Wyoming)
Wyoming
$1.39K – – –
SWA
1706
SOA Wealth Advisors
New York
$1.39K – – –
AF
1707
Abound Financial
California
$1.39K +$1.35K +100 New
CI
1708
Cordant Inc
Oregon
$1.39K +$1.35K +100 New
OC
1709
Oakworth Capital
Alabama
$1.36K – – –
IWM
1710
IMG Wealth Management
Florida
$1.35K +$648 +48 +98%
BFS
1711
Burkett Financial Services
South Carolina
$1.32K +$13 +1 +1%
PMIM
1712
Prudent Man Investment Management
Colorado
$1.31K – – –
WA
1713
Whipplewood Advisors
Colorado
$1.31K -$2.71K -201 -68%
DCM
1714
Davis Capital Management
Florida
$1.26K +$890 +66 +264%
TBFA
1715
Three Bearings Fiduciary Advisors
New Hampshire
$1.25K – – –
TFM
1716
TFC Financial Management
Massachusetts
$1.25K +$337 +25 +38%
M
1717
MOTCO
Texas
$1.2K +$1.16K +86 New
CIAS
1718
CBIZ Investment Advisory Services
Ohio
$1.18K – – –
JFG
1719
JDM Financial Group
Texas
$1.11K – – –
MBFW
1720
Morton Brown Family Wealth
Pennsylvania
$1.03K +$998 +74 New
SWA
1721
Strategic Wealth Advisors
Arizona
$1K -$7.12K -528 -78%
CA
1722
Centerpoint Advisors
Massachusetts
$1K – – –
NWM
1723
Navigoe Wealth Management
California
$1K +$1.73K +128 New
DF
1724
DecisionPoint Financial
Arizona
$955 +$944 +70 New
DCM
1725
Dorato Capital Management
Colorado
$919 +$13 +1 +2%