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Name Holding Trade Value Shares
Change
Change in
Stake
MSS
926
Mitchell Sinkler & Starr
Pennsylvania
$315K +$4.54K +25 +2%
MBTD
927
Mechanics Bank - Trust Department
California
$313K
SPC
928
Sigma Planning Corp
Michigan
$313K -$20.2K -111 -6%
IAS
929
Insigneo Advisory Services
Florida
$311K -$25.3K -139 -8%
FNA
930
First National Advisers
Nebraska
$309K
WBC
931
Westpac Banking Corp
Australia
$308K
EC
932
Enhancing Capital
Pennsylvania
$308K -$157K -863 -34%
CPIA
933
Cornell Pochily Investment Advisors
New York
$306K
CF
934
Convergence Financial
Missouri
$306K +$297K +1,634 New
CWA
935
Clearview Wealth Advisors
Oregon
$304K -$5.82K -32 -2%
VF
936
Vest Financial
Virginia
$304K +$295K +1,625 New
RWA
937
Rooted Wealth Advisors
Illinois
$303K +$37.4K +206 +15%
PFM
938
Patton Fund Management
Texas
$301K
SW
939
Simplicity Wealth
New Jersey
$300K +$291K +1,603 New
FFO
940
Fiduciary Family Office
Florida
$299K
MGIA
941
Moneta Group Investment Advisors
Missouri
$299K -$1.27K -7 -0.4%
AMG
942
Advisors Management Group
Wisconsin
$299K
CT
943
Caldwell Trust
Florida
$299K -$27.3K -150 -9%
MAWA
944
Moss Adams Wealth Advisors
Washington
$297K +$9.45K +52 +3%
PA
945
Procyon Advisors
Connecticut
$296K +$545 +3 +0.2%
M
946
MOTCO
Texas
$294K
AFC
947
AFT Forsyth & Company
Florida
$294K +$182 +1 +0.1%
ISB
948
Iowa State Bank
Iowa
$294K
BHPW
949
Beverly Hills Private Wealth
California
$293K
KIG
950
Kessler Investment Group
Indiana
$292K