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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1001
Wilbanks Smith & Thomas Asset Management
Virginia
$658K +$297 +1 +0%
VFPI
1002
Vantage Financial Partners (Illinois)
Illinois
$656K +$44.5K +150 +7%
AAS
1003
Annex Advisory Services
Wisconsin
$656K +$45.7K +154 +7%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$652K +$43K +145 +7%
NFG
1005
Next Financial Group
Texas
$652K +$424K +1,428 +189%
BO
1006
Bank OZK
Arkansas
$649K -$125K -420 -16%
SB
1007
Simmons Bank
Arkansas
$647K +$35.6K +120 +6%
CI
1008
Capital International
California
$641K +$637K +2,147 New
CA
1009
Capitolis Advisors
New York
$637K -$3.53M -11,910 -85%
BAM
1010
Berkshire Asset Management
Pennsylvania
$635K -$35.6K -120 -5%
FT
1011
Fiduciary Trust
Massachusetts
$634K -$691K -2,330 -52%
FMLI
1012
Fukoku Mutual Life Insurance
Japan
$632K -$163K -550 -21%
NIM
1013
Northeast Investment Management
Massachusetts
$632K +$1.48K +5 +0.2%
IC
1014
IEQ Capital
California
$631K -$149K -501 -19%
VIA
1015
Vident Investment Advisory
Georgia
$630K +$134K +453 +27%
SIC
1016
Schwartz Investment Counsel
Michigan
$626K – – –
TCM
1017
Tuttle Capital Management
Connecticut
$625K +$621K +2,094 New
HA
1018
Hamel Associates
New Jersey
$624K +$10.4K +35 +2%
SC
1019
Solstein Capital
California
$622K -$248K -835 -29%
PCM
1020
Parsons Capital Management
Rhode Island
$613K -$5.34K -18 -0.9%
BIA
1021
BHK Investment Advisors
Alabama
$613K +$21.4K +72 +4%
AP
1022
Arlington Partners
Alabama
$611K -$506K -1,705 -45%
EWM
1023
Edge Wealth Management
New York
$609K – – –
ACP
1024
Ashfield Capital Partners
California
$604K – – –
MFA
1025
Mayflower Financial Advisors
Massachusetts
$600K +$24.3K +82 +4%