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Name Holding Trade Value Shares
Change
Change in
Stake
BUB
576
BBVA USA Bancshares
Texas
$258K -$3.65K -72 -1%
SIC
577
Salem Investment Counselors
North Carolina
$255K -$25.8K -508 -9%
MWM
578
Mission Wealth Management
California
$254K -$32.1K -632 -12%
BMO
579
Beck Mack & Oliver
New York
$253K – – –
VNA
580
VNBTrust National Association
Virginia
$252K -$63.3K -1,248 -21%
CONA
581
Capital One National Association
New York
$251K -$286K -5,642 -54%
CI
582
Conning Inc
Connecticut
$251K +$242K +4,772 New
IWM
583
IHT Wealth Management
Illinois
$248K +$42.9K +846 +22%
PCM
584
Parsons Capital Management
Rhode Island
$246K +$12.2K +240 +5%
PP
585
PagnatoKarp Partners
Virginia
$245K +$233K +4,586 New
MSFP
586
Mark Sheptoff Financial Planning
Connecticut
$242K -$199K -3,919 -46%
CWA
587
Cypress Wealth Advisors
California
$242K -$63.6K -1,254 -21%
RTS
588
Round Table Services
New Jersey
$238K +$229K +4,510 New
CC
589
Cadinha & Co
Hawaii
$237K – – –
MCM
590
Murphy Capital Management
New Jersey
$236K +$12.2K +240 +6%
CNBT
591
Canandaigua National Bank & Trust
New York
$235K -$8.37K -165 -4%
HFS
592
Haverford Financial Services
Pennsylvania
$235K +$226K +4,463 New
DWT
593
Dorsey & Whitney Trust
South Dakota
$235K +$227K +4,472 New
IB
594
Intrust Bank
Kansas
$234K +$8.68K +171 +4%
VF
595
Virtu Financial
New York
$234K +$226K +4,448 New
CPA
596
Clear Perspective Advisors
Illinois
$233K – – –
PHS
597
Pekin Hardy Strauss
Illinois
$233K +$2.44K +48 +1%
PWLP
598
Prio Wealth Limited Partnership
Massachusetts
$232K -$28.4K -560 -11%
OC
599
Oakworth Capital
Alabama
$232K – – –
SCG
600
Sonata Capital Group
Washington
$232K – – –