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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1051
Keudell/Morrison Wealth Management
Oregon
$907K +$928K +24,587 New
TBNY
1052
Trustco Bank (New York)
New York
$906K -$3.78K -100 -0.4%
STB
1053
S&T Bank
Pennsylvania
$902K -$173K -4,579 -16%
KPPF
1054
Klein Pavlis & Peasley Financial
California
$900K +$921K +24,386 New
AWA
1055
Arete Wealth Advisors
Illinois
$898K +$398K +10,551 +77%
CI
1056
CX Institutional
Indiana
$893K +$67K +1,774 +8%
WPC
1057
Wedmont Private Capital
Pennsylvania
$893K +$123K +3,260 +18%
SW
1058
SVB Wealth
Massachusetts
$892K -$274K -7,267 -23%
WMA
1059
West Michigan Advisors
Michigan
$888K +$529K +14,019 +140%
BFC
1060
Bedel Financial Consulting
Indiana
$885K -$184K -4,864 -17%
MWM
1061
MFG Wealth Management
Indiana
$884K +$904K +23,954 New
WAM
1062
Weatherly Asset Management
California
$882K -$13.3K -351 -1%
I2I
1063
Insight 2811 Inc
Illinois
$876K +$3.63K +96 +0.4%
AL
1064
Arnhold LLC
New York
$875K
LT
1065
Legacy Trust
Michigan
$874K +$67.2K +1,780 +8%
SC
1066
Sapient Capital
Indiana
$873K -$642 -17 -0.1%
BMC
1067
Beaton Management Company
Massachusetts
$870K -$15.1K -400 -2%
PA
1068
PFG Advisors
Arizona
$866K -$525K -13,908 -37%
FCIM
1069
Fairview Capital Investment Management
California
$863K +$1.02K +27 +0.1%
CI
1070
Conning Inc
Connecticut
$862K +$64.2K +1,701 +8%
DMBA
1071
Deseret Mutual Benefit Administrators
Utah
$862K -$117K -3,092 -12%
CNBT
1072
Canandaigua National Bank & Trust
New York
$857K -$90.6K -2,400 -9%
HIP
1073
Harrell Investment Partners
Texas
$855K -$7.55K -200 -0.9%
WH
1074
Wallace Hart
Kentucky
$854K +$874K +23,150 New
NFG
1075
Nations Financial Group
Iowa
$853K +$107K +2,840 +14%