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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
276
CKW Financial Group
Hawaii
$42K +$47.1K +192 New
AAMU
277
Amundi Asset Management US
Massachusetts
$42K +$47.5K +194 New
CFA
278
Carroll Financial Associates
North Carolina
$40K +$45.6K +186 New
TWA
279
TCI Wealth Advisors
Arizona
$38K +$4.9K +20 +13%
IBOK
280
Independence Bank of Kentucky
Kentucky
$35K
CFB
281
Cullen/Frost Bankers
Texas
$35K +$6.13K +25 +19%
WP
282
WealthShield Partners
North Carolina
$34K +$38.2K +156 New
First Manhattan
283
First Manhattan
New York
$34K +$39.2K +160 New
CHA
284
Carmichael Hill & Associates
Maryland
$33K
MA
285
Montag & Associates
Georgia
$33K +$36.8K +150 New
Pacer Advisors
286
Pacer Advisors
Pennsylvania
$29K -$1.23K -5 -4%
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$29K +$20.8K +85 +170%
RWB
288
RMR Wealth Builders
New Jersey
$29K +$33.1K +135 New
BWM
289
BerganKDV Wealth Management
Minnesota
$24K
WAS
290
Winch Advisory Services
Wisconsin
$24K +$3.19K +13 +13%
BC
291
Bartlett & Co
Ohio
$22K
IAIM
292
International Assets Investment Management
Florida
$22K
SSB
293
Sandy Spring Bank
Maryland
$22K +$6.13K +25 +32%
Baillie Gifford & Co
294
Baillie Gifford & Co
United Kingdom
$22K +$24.5K +100 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$21.7K
ACM
296
Allred Capital Management
Texas
$21.7K +$24.5K +100 New
BDWM
297
Brewin Dolphin Wealth Management
Ireland
$19.5K +$22.1K +90 New
PCIA
298
Prime Capital Investment Advisors
Kansas
$19K +$2.94K +12 +16%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$19K +$6.37K +26 +43%
GRP
300
Global Retirement Partners
California
$19K +$12K +49 +123%