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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
1226
First Interstate Bank
Montana
$182K -$17.5K -160 -9%
FFC
1227
First Financial Corp
Indiana
$180K -$5.92K -54 -3%
HFM
1228
Harvest Fund Management
China
$180K
OC
1229
Oakworth Capital
Alabama
$176K -$16.4K -150 -9%
GC
1230
Giverny Capital
Quebec, Canada
$169K
RWA
1231
Ropes Wealth Advisors
Massachusetts
$162K -$32.4K -296 -17%
TSW
1232
Thompson Siegel & Walmsley
Virginia
$160K
JWM
1233
Jacobus Wealth Management
Wisconsin
$159K
CG
1234
Cutler Group
California
$157K -$419K -3,821 -73%
BIG
1235
Bellwether Investment Group
Tennessee
$152K +$8.22K +75 +6%
TFO
1236
Tarbox Family Office
California
$152K +$113K +1,033 +324%
FMTCOCP
1237
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$152K
FBT
1238
First Bank & Trust
South Dakota
$146K +$18.1K +165 +15%
GRP
1239
Global Retirement Partners
California
$142K +$29.4K +268 +27%
TC
1240
Trust Company
Kansas
$140K -$50.3K -459 -27%
SG Americas Securities
1241
SG Americas Securities
New York
$136K -$4.06M -37,062 -97%
FFW
1242
Fusion Family Wealth
New York
$135K
AF
1243
Allworth Financial
California
$120K -$21.9K -200 -16%
RFS
1244
Rockefeller Financial Services
New York
$120K
LWA
1245
Lowe Wealth Advisors
Maryland
$119K -$12.6K -115 -10%
KTC
1246
Kistler-Tiffany Companies
Pennsylvania
$115K +$11K +100 +11%
PCP
1247
Proficio Capital Partners
Massachusetts
$108K +$50.9K +464 +108%
NSB
1248
Norway Savings Bank
Maine
$107K
QCG
1249
Quadrant Capital Group
Ohio
$102K -$17.8K -162 -14%
IIC
1250
Integrated Investment Consultants
Michigan
$101K +$71.2K +650 +260%