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Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1876
Clark Capital Management Group
Pennsylvania
$806K +$148K +369 +22%
WOC
1877
West Oak Capital
California
$806K
AP
1878
Adero Partners
California
$806K +$204K +507 +33%
Jones Financial Companies
1879
Jones Financial Companies
Missouri
$805K +$4.42K +11 +0.5%
BBNB
1880
Baker Boyer National Bank
Washington
$805K +$417K +1,040 +105%
FMB
1881
Field & Main Bank
Kentucky
$804K +$46.6K +116 +6%
AWM
1882
Aprio Wealth Management
Georgia
$799K -$21.7K -54 -3%
AM
1883
Atwater Malick
Pennsylvania
$796K
MFG
1884
MidWestOne Financial Group
Iowa
$795K
BCM
1885
Boltwood Capital Management
California
$795K -$24.9K -62 -3%
MCM
1886
Monument Capital Management
Virginia
$794K +$58.6K +146 +8%
CIP
1887
Convergence Investment Partners
Florida
$793K +$19.7K +49 +3%
PBK
1888
Peoples Bank (Kansas)
Kansas
$793K +$804K +2,003 New
SW
1889
SteelPeak Wealth
California
$793K -$10.8K -27 -1%
VST
1890
Van Strum & Towne
California
$792K
FMN
1891
Financial Management Network
California
$791K
WW
1892
Waterfront Wealth
Kansas
$791K
ARG
1893
Advisory Resource Group
Oklahoma
$791K +$30.5K +76 +4%
HWM
1894
Hemington Wealth Management
Virginia
$787K +$181K +450 +29%
BWP
1895
BSW Wealth Partners
Colorado
$783K -$32.1K -80 -4%
PA
1896
PSI Advisors
Florida
$783K -$37.7K -94 -5%
VDBMI
1897
Van Den Berg Management I
Texas
$783K -$2.81K -7 -0.4%
BAM
1898
Byrne Asset Management
New Jersey
$783K +$4.42K +11 +0.6%
RIL
1899
Rothschild Investment LLC
Illinois
$783K +$110K +275 +16%
SPWG
1900
Syntegra Private Wealth Group
Missouri
$781K +$137K +341 +21%