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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1101
Walter & Keenan Wealth Management
Indiana
$2.56M -$40.4K -653 -2%
PWG
1102
Portside Wealth Group
Utah
$2.56M -$114K -1,836 -4%
JSL
1103
JT Stratford LLC
Georgia
$2.55M +$171K +2,762 +7%
HIC
1104
Holderness Investments Company
North Carolina
$2.55M -$40.5K -655 -2%
CM
1105
Crestline Management
Texas
$2.55M +$2.48M +40,004 New
FBT
1106
First Bankers Trust
Kentucky
$2.53M -$358K -5,786 -13%
SSA
1107
Schonfeld Strategic Advisors
New York
$2.53M -$4.92M -79,470 -67%
AMBIA
1108
Allen Mooney & Barnes Investment Advisors
Georgia
$2.53M -$696K -11,237 -22%
SCP
1109
Stamos Capital Partners
California
$2.53M -$82.3K -1,330 -3%
SJIM
1110
St. Johns Investment Management
Florida
$2.52M -$25.2K -407 -1%
FNBOO
1111
First National Bank of Omaha
Nebraska
$2.52M -$3.53M -57,035 -59%
NB
1112
Nicolet Bankshares
Wisconsin
$2.51M +$34.4K +556 +1%
RIA
1113
Realta Investment Advisors
Delaware
$2.48M -$221K -3,574 -8%
SLI
1114
Sumitomo Life Insurance
Japan
$2.47M -$312K -5,042 -11%
BTW
1115
Boston Trust Walden
Massachusetts
$2.47M -$75.5K -1,219 -3%
MAWAG
1116
Mid-American Wealth Advisory Group
Missouri
$2.47M -$206K -3,326 -8%
IBOK
1117
Independence Bank of Kentucky
Kentucky
$2.45M -$49.7K -803 -2%
VA
1118
Valmark Advisers
Ohio
$2.45M +$43.1K +696 +2%
JCM
1119
Jag Capital Management
Missouri
$2.45M -$5.14K -83 -0.2%
MWM
1120
Moran Wealth Management
Florida
$2.45M +$106K +1,712 +5%
LIA
1121
LBMC Investment Advisors
Tennessee
$2.44M +$557 +9 +0%
WIA
1122
World Investment Advisors
California
$2.44M +$2.11M +34,035 +795%
PP
1123
Prudential plc
United Kingdom
$2.44M +$746K +12,051 +46%
CC
1124
Constitution Capital
Connecticut
$2.43M -$13.9K -225 -0.6%
AWA
1125
Arete Wealth Advisors
Illinois
$2.43M -$350K -5,657 -13%