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Name Holding Trade Value Shares
Change
Change in
Stake
AL
901
Arnhold LLC
New York
$204K – – –
BP
902
Ballentine Partners
Massachusetts
$203K -$10.2K -184 -5%
LCM
903
Lazari Capital Management
California
$203K +$200K +3,597 New
VDI
904
Vaughan David Investments
Illinois
$203K +$55 +1 +0%
CCMG
905
Clark Capital Management Group
Pennsylvania
$202K +$198K +3,572 New
PFPT
906
Pinnacle Financial Partners (Tennessee)
Tennessee
$202K +$1.17K +21 +0.6%
CSB
907
City State Bank
Iowa
$201K -$8.32K -150 -4%
MCAI
908
Members Capital Advisors Inc
Wisconsin
$201K – – –
ICP
909
Interchange Capital Partners
Pennsylvania
$200K -$33.1K -596 -14%
CGFA
910
Colton Groome Financial Advisors
North Carolina
$200K -$355K -6,398 -64%
SLI
911
Sumitomo Life Insurance
Japan
$199K -$30K -540 -13%
LTI
912
Laffer Tengler Investments
Tennessee
$197K – – –
CT
913
Caldwell Trust
Florida
$193K -$17.8K -321 -9%
CSPIA
914
Cary Street Partners Investment Advisory
Virginia
$191K +$124K +2,237 +195%
CB
915
Community Bank
New York
$184K +$119K +2,150 +194%
ZB
916
Zions Bancorporation
Utah
$180K -$5.77K -104 -3%
MA
917
MCF Advisors
Kentucky
$175K – – –
SC
918
SouthState Corp
Florida
$169K – – –
CFG
919
CKW Financial Group
Hawaii
$167K – – –
EWM
920
Endurance Wealth Management
Rhode Island
$166K +$2.44K +44 +2%
MCM
921
MV Capital Management
Maryland
$161K -$3.22K -58 -2%
GEA
922
Glen Eagle Advisors
New Jersey
$161K – – –
SIC
923
Salem Investment Counselors
North Carolina
$160K +$40.2K +724 +34%
AA
924
Ancora Advisors
Ohio
$158K – – –
HBW
925
Hazlett, Burt & Watson
West Virginia
$154K -$3.66K -66 -2%