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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1001
Mitchell McLeod Pugh & Williams
Alabama
$519K
WIC
1002
Woodmont Investment Counsel
Tennessee
$516K
SVWAG
1003
Sound View Wealth Advisors Group
Georgia
$513K +$41.5K +153 +7%
NRS
1004
Neville Rodie & Shaw
New York
$512K +$13.6K +50 +2%
BDWM
1005
Brewin Dolphin Wealth Management
Ireland
$508K
FCB
1006
First Command Bank
Texas
$506K
FCFS
1007
First Command Financial Services
Texas
$506K
TMAM
1008
Tokio Marine Asset Management
Japan
$501K +$3.8K +14 +0.6%
MSAM
1009
Moloney Securities Asset Management
Missouri
$498K -$171K -631 -22%
SSWG
1010
Seven Springs Wealth Group
Tennessee
$496K
PA
1011
Probity Advisors
Texas
$494K -$18.5K -68 -3%
NCM
1012
New Capital Management
Texas
$494K +$598K +2,202 New
BIA
1013
BHK Investment Advisors
Alabama
$493K +$52.9K +195 +9%
SIM
1014
Sentry Investment Management
Wisconsin
$492K -$89K -328 -13%
CFGS
1015
Concourse Financial Group Securities
Alabama
$492K +$78.7K +290 +15%
TIA
1016
Tiemann Investment Advisors
California
$488K -$4.07K -15 -0.7%
VFPI
1017
Vantage Financial Partners (Illinois)
Illinois
$488K +$6.79K +25 +1%
WP
1018
WealthShield Partners
North Carolina
$488K +$449K +1,655 +291%
IWA
1019
IVC Wealth Advisors
Pennsylvania
$486K +$71.6K +264 +14%
IF
1020
Intrua Financial
Texas
$484K +$169K +623 +43%
AP
1021
Arlington Partners
Alabama
$483K +$41.8K +154 +8%
WPW
1022
Waldron Private Wealth
Pennsylvania
$483K +$125K +459 +26%
PA
1023
PSI Advisors
Florida
$481K +$286K +1,055 +93%
WSTAM
1024
Wilbanks Smith & Thomas Asset Management
Virginia
$478K -$6.51K -24 -1%
BO
1025
Bank OZK
Arkansas
$477K