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Name Holding Trade Value Shares
Change
Change in
Stake
BB
1051
Berkshire Bank
Massachusetts
$271K
MA
1052
Montag & Associates
Georgia
$271K
PWLP
1053
Prio Wealth Limited Partnership
Massachusetts
$270K -$61.9K -320 -18%
FSA
1054
Franklin Street Advisors
North Carolina
$270K +$284K +1,470 New
FI
1055
FWG Investments
Kentucky
$268K +$3.68K +19 +1%
SLG
1056
Stanley-Laman Group
Pennsylvania
$262K -$177K -913 -39%
HL
1057
HeadInvest LLC
Maine
$262K
WA
1058
WealthTrust Axiom
Pennsylvania
$259K +$6.77K +35 +3%
IPWA
1059
International Private Wealth Advisors
California
$259K +$27.1K +140 +11%
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$231K +1,193 +563%
BIM
1061
Baldwin Investment Management
Pennsylvania
$258K
EGA
1062
E&G Advisors
Texas
$257K
Luther King Capital Management (LKCM)
1063
Luther King Capital Management (LKCM)
Texas
$257K
GP
1064
Girard Partners
Pennsylvania
$256K +$20.1K +104 +8%
VDI
1065
Vaughan David Investments
Illinois
$256K -$34.6K -179 -11%
GPA
1066
Garrison Point Advisors
California
$255K -$56.1K -290 -17%
MPWT
1067
MassMutual Private Wealth & Trust
Connecticut
$249K +$44.3K +229 +20%
QCG
1068
Quadrant Capital Group
Ohio
$249K -$58.2K -301 -18%
VC
1069
Vicus Capital
Pennsylvania
$248K -$1.74K -9 -0.7%
DBRC
1070
D.B. Root & Company
Pennsylvania
$248K +$27.7K +143 +12%
CTFG
1071
Capstone Triton Financial Group
Oklahoma
$247K +$260K +1,346 New
RWA
1072
Rooted Wealth Advisors
Illinois
$246K +$42.4K +219 +21%
JWCA
1073
J.W. Coons Advisors
Ohio
$245K +$258K +1,335 New
WPC
1074
Wedmont Private Capital
Pennsylvania
$245K +$251K +1,298 New
MJRIC
1075
Mogy Joel R Investment Counsel
California
$245K