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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
576
Capital Bank & Trust
California
$223K
OC
577
Oakworth Capital
Alabama
$222K
ECM
578
Elgethun Capital Management
South Dakota
$221K
DWA
579
Douglass Winthrop Advisors
New York
$218K -$98.6K -1,944 -31%
AW
580
ACG Wealth
Georgia
$217K -$44.2K -871 -17%
BCM
581
Birmingham Capital Management
Alabama
$217K -$18.3K -360 -8%
IB
582
Intrust Bank
Kansas
$217K +$3.4K +67 +2%
MFW
583
Mosaic Family Wealth
Missouri
$217K +$11.6K +228 +6%
CFN
584
Cordasco Financial Network
Florida
$216K
TBNY
585
Trustco Bank (New York)
New York
$215K
WP
586
WMS Partners
Maryland
$214K
RB
587
Rodgers Brothers
Pennsylvania
$214K +$304 +6 +0.1%
1SB
588
1ST Source Bank
Indiana
$213K +$3.3K +65 +2%
MCM
589
Murphy Capital Management
New Jersey
$211K -$16.2K -320 -7%
WP
590
WealthSource Partners
California
$211K -$406 -8 -0.2%
SI
591
SII Investments
Wisconsin
$209K -$729K -14,361 -78%
TU
592
TDAM USA
Ontario, Canada
$204K
BAM
593
Belpointe Asset Management
Nevada
$204K +$204K +4,027 New
BC
594
Bartlett & Co
Ohio
$203K
WPW
595
Waldron Private Wealth
Pennsylvania
$203K +$203K +4,000 New
MWM
596
Mission Wealth Management
California
$202K -$38.6K -760 -16%
MSFP
597
Mark Sheptoff Financial Planning
Connecticut
$193K -$36.5K -720 -16%
MWM
598
Mascoma Wealth Management
New Hampshire
$192K
CPA
599
Clear Perspective Advisors
Illinois
$189K -$28.9K -570 -13%
WT
600
Whittier Trust
California
$188K