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Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1226
Investment Research & Advisory Group
Georgia
$174K – – –
HI
1227
Hendershot Investments
Virginia
$170K – – –
KFP
1228
KB Financial Partners
New Jersey
$170K +$45.2K +214 +23%
CWC
1229
Carolinas Wealth Consulting
North Carolina
$168K -$4.22K -20 -2%
HR
1230
Howe & Rusling
New York
$157K -$422 -2 -0.2%
LF
1231
Lee Financial
Texas
$156K -$211 -1 -0.1%
WTC
1232
WhitTier Trust Company
Nevada
$156K – – –
BC
1233
Burleson & Co
California
$155K +$211 +1 +0.1%
FCA
1234
FinTrust Capital Advisors
South Carolina
$149K +$52.1K +247 +35%
CM
1235
Castleark Management
Illinois
$148K – – –
MHR
1236
Matthew Hamilton Rosenberg
$148K +$14.1K +67 +7%
ATC
1237
Adirondack Trust Company
New York
$144K +$9.07K +43 +5%
TC
1238
Truvestments Capital
Florida
$143K +$36.3K +172 +22%
PWMG
1239
Prestige Wealth Management Group
New Jersey
$142K +$20.9K +99 +12%
BAM
1240
Bellevue Asset Management
Washington
$139K +$211 +1 +0.1%
CFGS
1241
Concourse Financial Group Securities
Alabama
$138K -$239K -1,131 -55%
CLOS
1242
Compagnie Lombard Odier SCmA
Switzerland
$137K -$33.8K -160 -15%
CFG
1243
CKW Financial Group
Hawaii
$134K – – –
VWM
1244
Valley Wealth Managers
New Jersey
$133K -$76K -360 -29%
ASBI
1245
American State Bank (Iowa)
Iowa
$130K – – –
AF
1246
Arrow Financial
New York
$129K -$103K -488 -36%
FNBOSM
1247
First National Bank of South Miami
Florida
$127K -$20.1K -95 -10%
OC
1248
Oakworth Capital
Alabama
$124K – – –
M
1249
MOTCO
Texas
$124K +$74.3K +352 +73%
ZB
1250
Zions Bancorporation
Utah
$122K -$8.44K -40 -5%
48 49
50
51 52