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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1026
Zions Bancorporation
Utah
$1.5M +$78.7K +528 +6%
CCP
1027
Corient Capital Partners
California
$1.5M +$137K +917 +10%
PIG
1028
Pantheon Investment Group
California
$1.49M +$432K +2,898 +41%
SFS
1029
Summit Financial Strategies
Ohio
$1.49M -$846K -5,678 -36%
NP
1030
NorthRock Partners
Minnesota
$1.49M +$166K +1,112 +12%
SAM
1031
Sompo Asset Management
Japan
$1.49M +$1.5M +10,046 New
CTA
1032
Colonial Trust Advisors
South Carolina
$1.49M
CAC
1033
Cowen and Company
New York
$1.48M +$1.49M +9,995 New
YIA
1034
YHB Investment Advisors
Connecticut
$1.48M -$20.1K -135 -1%
SLI
1035
Sumitomo Life Insurance
Japan
$1.48M -$45.9K -308 -3%
MGIA
1036
Moneta Group Investment Advisors
Missouri
$1.48M -$24.7K -166 -2%
BFA
1037
Benedict Financial Advisors
Georgia
$1.48M -$7K -47 -0.5%
SVWAG
1038
Sound View Wealth Advisors Group
Georgia
$1.48M +$113K +758 +8%
WCM
1039
Whitener Capital Management
North Carolina
$1.48M +$222K +1,487 +18%
RC
1040
Roundview Capital
New Jersey
$1.48M -$13.9K -93 -0.9%
LTI
1041
Laffer Tengler Investments
Tennessee
$1.48M -$2.53K -17 -0.2%
IAIM
1042
International Assets Investment Management
Florida
$1.47M -$26.2K -176 -2%
FWM
1043
Focused Wealth Management
New York
$1.47M +$298 +2 +0%
ECM
1044
Evergreen Capital Management
Washington
$1.46M +$58K +389 +4%
LFAS
1045
Level Four Advisory Services
Texas
$1.46M +$268K +1,800 +22%
BAM
1046
Burgundy Asset Management
Ontario, Canada
$1.46M
ANBT
1047
American National Bank & Trust
Texas
$1.46M +$102K +685 +8%
BAM
1048
Berkshire Asset Management
Pennsylvania
$1.45M -$123K -825 -8%
OBGC
1049
O'Brien Greene & Co
Pennsylvania
$1.45M
GIA
1050
GHP Investment Advisors
Colorado
$1.44M +$55.6K +373 +4%