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Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
1101
Community Bank & Trust (Waco, Texas)
Texas
$964K -$46.4K -329 -5%
PFS
1102
Prospera Financial Services
Texas
$962K +$217K +1,541 +31%
HW
1103
Hancock Whitney
Mississippi
$961K +$56.8K +403 +7%
AI
1104
Atria Investments
North Carolina
$959K +$58.7K +416 +7%
ZB
1105
Zions Bancorporation
Utah
$958K +$172K +1,220 +23%
PCIG
1106
Partners Capital Investment Group
Massachusetts
$952K – – –
NCM
1107
Narwhal Capital Management
Georgia
$946K – – –
CCM
1108
Chickasaw Capital Management
Tennessee
$942K – – –
MBT
1109
Monroe Bank & Trust
Michigan
$941K -$67.3K -477 -7%
WSC
1110
Wellington Shields & Co
New York
$941K +$1.27K +9 +0.1%
FA
1111
Fagan Associates
New York
$938K +$2.68K +19 +0.3%
GIA
1112
Granite Investment Advisors
New Hampshire
$934K -$8.46K -60 -0.9%
BCM
1113
BTR Capital Management
California
$930K -$11.3K -80 -1%
GLRA
1114
Gerald L. Ray & Associates
Texas
$929K -$37.9K -269 -4%
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$922K +$84.2K +597 +10%
WIP
1116
Wellesley Investment Partners
Massachusetts
$921K +$60.1K +426 +7%
PJSIMP
1117
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K -$14.8K -105 -2%
FAM
1118
Formidable Asset Management
Ohio
$917K +$227K +1,608 +36%
LCM
1119
Logan Capital Management
Pennsylvania
$916K -$1.35M -9,568 -60%
CIS
1120
Connors Investor Services
Pennsylvania
$908K -$6.91M -48,997 -89%
RCA
1121
Rowland Carmichael Advisors
Arizona
$907K +$135K +954 +18%
SCP
1122
Sandhill Capital Partners
New York
$892K +$5.22K +37 +0.6%
HWP
1123
Hefty Wealth Partners
Indiana
$889K +$18K +128 +2%
BFIM
1124
Beese Fulmer Investment Management
Ohio
$887K -$8.46K -60 -1%
CCA
1125
Checchi Capital Advisers
California
$883K +$36.5K +259 +4%