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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1426
Zions Bancorporation
Utah
$583K -$9.19K -70 -1%
BIC
1427
Beach Investment Counsel
Pennsylvania
$583K
HT
1428
Heritage Trust
Oklahoma
$583K +$4.07K +31 +0.6%
AP
1429
Atwood & Palmer
Missouri
$582K
DDC
1430
DF Dent & Co
Maryland
$582K +$110K +839 +21%
TWM
1431
Tradition Wealth Management
Minnesota
$581K +$3.81K +29 +0.6%
AWM
1432
Accurate Wealth Management
Florida
$580K +$17.6K +134 +3%
FBC
1433
Fairfield, Bush & Co
Connecticut
$580K +$32.8K +250 +5%
LGA
1434
Lebenthal Global Advisors
New York
$580K +$94.8K +722 +17%
FAM
1435
Fenimore Asset Management
New York
$578K
RBFC
1436
Roman Butler Fullerton & Co
Missouri
$578K +$3.41K +26 +0.5%
YWP
1437
YorkBridge Wealth Partners
New York
$578K +$5.91K +45 +0.9%
WFA
1438
Wipfli Financial Advisors
Wisconsin
$578K +$639K +4,868 New
GAM
1439
Gotham Asset Management
New York
$577K -$4.95M -37,711 -89%
FWTB
1440
First Western Trust Bank
Colorado
$577K +$78.7K +600 +14%
AF
1441
Apexium Financial
Texas
$577K +$94.6K +721 +17%
PMFA
1442
Plante Moran Financial Advisors
Michigan
$576K -$92K -701 -13%
AAS
1443
Annex Advisory Services
Wisconsin
$576K -$1.57K -12 -0.2%
CPC
1444
Congress Park Capital
New York
$575K -$16.4K -125 -3%
TPWM
1445
Twelve Points Wealth Management
Massachusetts
$575K +$26.6K +203 +4%
EHC
1446
Everett Harris & Co
California
$574K
BCM
1447
Boltwood Capital Management
California
$573K +$68.2K +520 +12%
MG
1448
Mather Group
Illinois
$573K +$168K +1,277 +36%
TCM
1449
Telos Capital Management
California
$572K -$59.1K -450 -9%
WAG
1450
Winthrop Advisory Group
Massachusetts
$572K +$262 +2 +0%