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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
501
Ironwood Investment Counsel
Arizona
$4.33M +$249K +2,060 +5%
CT
502
Caldwell Trust
Florida
$4.33M -$28.5K -236 -0.6%
BBHC
503
Brown Brothers Harriman & Co
New York
$4.33M -$816K -6,749 -14%
RCS
504
Retirement Capital Strategies
California
$4.33M
M
505
MOTCO
Texas
$4.31M -$291K -2,406 -6%
CAM
506
Columbia Asset Management
Michigan
$4.29M +$4.79M +39,649 New
IC
507
Inscription Capital
Texas
$4.28M +$4.52M +37,383 +1,744%
MFA
508
Mayflower Financial Advisors
Massachusetts
$4.26M -$12.9K -107 -0.3%
ABC
509
Associated Banc-Corp
Wisconsin
$4.25M -$62.1K -514 -1%
CCG
510
Cypress Capital Group
Florida
$4.21M -$11.2K -93 -0.2%
DY
511
Dowling & Yahnke
California
$4.2M -$56.1K -464 -1%
CFB
512
Cullen/Frost Bankers
Texas
$4.2M +$35.9K +297 +0.8%
SWP
513
Stratos Wealth Partners
Ohio
$4.15M +$1.2M +9,967 +35%
NMERB
514
New Mexico Educational Retirement Board
New Mexico
$4.1M -$217K -1,794 -5%
MSS
515
Mitchell Sinkler & Starr
Pennsylvania
$4.08M -$54.3K -449 -1%
SFG
516
SNS Financial Group
Minnesota
$4.05M +$70.2K +581 +2%
1SB
517
1ST Source Bank
Indiana
$4.04M -$26.1K -216 -0.6%
WAM
518
Wallington Asset Management
Indiana
$4.03M +$101K +832 +2%
BHC
519
Bowen Hanes & Co
Florida
$4M -$209K -1,733 -4%
Fayez Sarofim & Co
520
Fayez Sarofim & Co
Texas
$4M -$61.5K -509 -1%
TAM
521
Tocqueville Asset Management
New York
$4M -$57.9K -479 -1%
SFS
522
Sowell Financial Services
Arkansas
$3.99M +$4.45M +36,848 New
LFG
523
Leverty Financial Group
Wisconsin
$3.98M +$151K +1,253 +4%
MC
524
Moors & Cabot
Massachusetts
$3.97M +$218K +1,800 +5%
HC
525
Hourglass Capital
Texas
$3.96M -$119K -981 -3%