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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Copeland Capital Management
Pennsylvania
$220K +$64.1K +169 +36%
EFS
827
Essex Financial Services
Connecticut
$219K +$4.93K +13 +2%
GL
828
Graypoint LLC
New York
$217K -$63.7K -168 -21%
BBI
829
Baxter Bros Inc
Connecticut
$216K -$758 -2 -0.3%
TWP
830
Total Wealth Planning
Ohio
$216K
CT
831
Caldwell Trust
Florida
$215K -$131K -345 -36%
WIS
832
Wright Investors Service
Connecticut
$212K -$177K -467 -43%
FBT
833
First Bank & Trust
South Dakota
$210K -$9.47K -25 -4%
HR
834
Howe & Rusling
New York
$210K -$172K -455 -43%
GC
835
GFG Capital
Florida
$210K -$5.68K -15 -2%
HW
836
Hancock Whitney
Mississippi
$210K -$19.7K -52 -8%
BFS
837
Bard Financial Services
Connecticut
$208K
LIA
838
LBMC Investment Advisors
Tennessee
$208K
ZB
839
Zions Bancorporation
Utah
$206K +$29.9K +79 +15%
PFM
840
Patton Fund Management
Texas
$206K +$225K +593 New
SWA
841
Stratos Wealth Advisors
Ohio
$204K -$4.55K -12 -2%
MCM
842
MAI Capital Management
Ohio
$201K -$48.9K -129 -18%
BBA
843
BLB&B Advisors
Pennsylvania
$201K
MG
844
Mather Group
Illinois
$201K +$166K +439 New
PCM
845
Penserra Capital Management
California
$200K -$205K -540 -48%
GRP
846
Global Retirement Partners
California
$190K -$11.7K -31 -5%
TCM
847
Tributary Capital Management
Nebraska
$182K -$271K -715 -58%
FHA
848
First Horizon Advisors
Tennessee
$178K +$95.1K +251 +95%
AWM
849
Avior Wealth Management
Nebraska
$178K -$29.9K -79 -13%
ANBT
850
American National Bank & Trust
Texas
$176K