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Name Holding Trade Value Shares
Change
Change in
Stake
BP
901
Ballentine Partners
Massachusetts
$203K -$10.2K -184 -5%
LCM
902
Lazari Capital Management
California
$203K +$200K +3,597 New
VDI
903
Vaughan David Investments
Illinois
$203K +$55 +1 +0%
CCMG
904
Clark Capital Management Group
Pennsylvania
$202K +$198K +3,572 New
PFPT
905
Pinnacle Financial Partners (Tennessee)
Tennessee
$202K +$1.17K +21 +0.6%
CSB
906
City State Bank
Iowa
$201K -$8.32K -150 -4%
MCAI
907
Members Capital Advisors Inc
Wisconsin
$201K
ICP
908
Interchange Capital Partners
Pennsylvania
$200K -$33.1K -596 -14%
CGFA
909
Colton Groome Financial Advisors
North Carolina
$200K -$355K -6,398 -64%
SLI
910
Sumitomo Life Insurance
Japan
$199K -$30K -540 -13%
LTI
911
Laffer Tengler Investments
Tennessee
$197K
CT
912
Caldwell Trust
Florida
$193K -$17.8K -321 -9%
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$191K +$124K +2,237 +195%
CB
914
Community Bank
New York
$184K +$119K +2,150 +194%
ZB
915
Zions Bancorporation
Utah
$180K -$5.77K -104 -3%
MA
916
MCF Advisors
Kentucky
$175K
SC
917
SouthState Corp
Florida
$169K
CFG
918
CKW Financial Group
Hawaii
$167K
EWM
919
Endurance Wealth Management
Rhode Island
$166K +$2.44K +44 +2%
MCM
920
MV Capital Management
Maryland
$161K -$3.22K -58 -2%
GEA
921
Glen Eagle Advisors
New Jersey
$161K
SIC
922
Salem Investment Counselors
North Carolina
$160K +$40.2K +724 +34%
AA
923
Ancora Advisors
Ohio
$158K
HBW
924
Hazlett, Burt & Watson
West Virginia
$154K -$3.66K -66 -2%
USB
925
Union Savings Bank
Connecticut
$153K +$135K +2,437 New