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Name Holding Trade Value Shares
Change
Change in
Stake
FPB
526
First PREMIER Bank
South Dakota
$306K – – –
SRC
527
Shufro Rose & Co
New York
$305K -$52K -987 -15%
PWLP
528
Prio Wealth Limited Partnership
Massachusetts
$304K – – –
AWM
529
AllSquare Wealth Management
New York
$303K -$33.7K -640 -10%
BCM
530
Bayesian Capital Management
New York
$303K +$54.4K +1,032 +23%
WP
531
WealthSource Partners
California
$300K +$292K +5,534 New
BMO
532
Beck Mack & Oliver
New York
$294K – – –
SNT
533
Security National Trust
West Virginia
$293K -$11.5K -218 -4%
SG Americas Securities
534
SG Americas Securities
New York
$291K +$283K +5,380 New
SG
535
Societe Generale
$291K +$283K +5,380 New
FDS
536
First Dallas Securities
Texas
$287K -$20K -380 -7%
PNC
537
Park National Corp
Ohio
$286K -$13.7K -260 -5%
PVWM
538
Point View Wealth Management
New Jersey
$285K +$16.4K +311 +6%
SAM
539
SignalPoint Asset Management
Missouri
$285K +$43.2K +820 +18%
WTC
540
WhitTier Trust Company
Nevada
$284K – – –
PHS
541
Pekin Hardy Strauss
Illinois
$282K -$31.6K -600 -10%
FC
542
FCA Corp
Texas
$282K +$42.1K +800 +18%
GAM
543
Garrison Asset Management
Arkansas
$281K -$131K -2,480 -32%
HB
544
Homrich & Berg
Georgia
$280K -$67.5K -1,281 -20%
JWA
545
JFS Wealth Advisors
Pennsylvania
$279K -$35.1K -666 -11%
GSBTD
546
Glenview State Bank Trust Department
Illinois
$277K – – –
OC
547
Oakworth Capital
Alabama
$277K +$9.17K +174 +3%
GWM
548
Geneos Wealth Management
Colorado
$274K -$71K -1,348 -21%
Chevy Chase Trust
549
Chevy Chase Trust
Maryland
$273K -$68.9K -1,307 -21%
CCG
550
Chatham Capital Group
Georgia
$273K -$14.8K -280 -5%