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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
651
Penobscot Investment Management
Massachusetts
$2.04M +$32.9K +230 +2%
FNT
652
First National Trust
Pennsylvania
$2.04M -$21.7K -152 -1%
KTC
653
Kentucky Trust Company
Kentucky
$2.02M -$28.6K -200 -1%
EWM
654
Evercore Wealth Management
New York
$2.02M -$7.15K -50 -0.4%
ATFA
655
All Terrain Financial Advisors
Minnesota
$2.02M -$52.3K -366 -3%
MCM
656
Mill Capital Management
North Carolina
$2.01M
MG
657
Mather Group
Illinois
$2.01M +$62.5K +437 +3%
GIM
658
Grassi Investment Management
California
$1.99M
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.98M -$21.4K -150 -1%
BB
660
Busey Bank
Illinois
$1.98M -$422K -2,952 -18%
TRCT
661
Tower Research Capital (TRC)
New York
$1.97M -$601K -4,203 -25%
BW
662
Basepoint Wealth
Iowa
$1.94M -$669K -4,684 -27%
CAM
663
Creekmur Asset Management
Illinois
$1.94M +$430K +3,007 +31%
BC
664
Burney Company
Virginia
$1.93M -$72.2K -505 -4%
AWA
665
Arete Wealth Advisors
Illinois
$1.93M +$446K +3,120 +33%
AWMM
666
Aegis Wealth Management (Maryland)
Maryland
$1.92M
ATPW
667
Ashton Thomas Private Wealth
Arizona
$1.92M -$144K -1,010 -7%
IAN
668
Integrated Advisors Network
Texas
$1.92M -$46.6K -326 -3%
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$1.92M -$265K -1,854 -13%
WAM
670
Wolverine Asset Management
Illinois
$1.9M -$1.21M -8,500 -40%
WWM
671
Western Wealth Management
Colorado
$1.9M -$19K -133 -1%
BFO
672
Boston Family Office
Massachusetts
$1.89M
KFS
673
Keynote Financial Services
Connecticut
$1.89M -$13.1K -92 -0.7%
AF
674
AGP Franklin
Tennessee
$1.88M +$100K +701 +6%
HH
675
Hilltop Holdings
Texas
$1.87M +$69.6K +487 +4%