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Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1101
Montecito Bank & Trust
California
$574K -$1.44K -18 -0.3%
OFG
1102
OmniStar Financial Group
North Carolina
$574K -$269K -3,348 -35%
TF
1103
Tompkins Financial
New York
$573K +$6.74K +84 +1%
RC
1104
Rovin Capital
Arizona
$572K +$66.6K +830 +15%
CRC
1105
Curi RMB Capital
Illinois
$572K -$319K -3,979 -39%
CNBTD
1106
Citizens National Bank Trust Department
Mississippi
$571K
AWC
1107
Adamsbrown Wealth Consultants
Kansas
$571K -$20.7K -258 -4%
AWE
1108
Avidian Wealth Enterprises
Texas
$571K -$32.3K -402 -6%
GCM
1109
G2 Capital Management
Ohio
$570K +$500K +6,236 New
LCM
1110
Logan Capital Management
Pennsylvania
$570K +$96K +1,196 +24%
FP
1111
Fiduciary Planning
Florida
$568K -$2.89K -36 -0.6%
GWM
1112
Geneos Wealth Management
Colorado
$568K -$463K -5,767 -48%
BOH
1113
Bank of Hawaii
Hawaii
$568K -$891K -11,101 -64%
IWA
1114
IVC Wealth Advisors
Pennsylvania
$567K -$226K -2,820 -31%
CCA
1115
Checchi Capital Advisers
California
$565K -$24.1K -300 -5%
WAAG
1116
Wealth Alliance Advisory Group
Kansas
$564K -$12K -150 -2%
VIP
1117
Vista Investment Partners
Oklahoma
$564K +$495K +6,167 New
WPW
1118
Waldron Private Wealth
Pennsylvania
$561K -$37K -461 -7%
FPAS
1119
Focus Partners Advisor Solutions
Missouri
$561K -$260K -3,236 -35%
BG
1120
Bollard Group
Massachusetts
$560K -$7.46K -93 -1%
AWM
1121
Axxcess Wealth Management
California
$559K +$224K +2,787 +84%
HR
1122
Howe & Rusling
New York
$558K +$25.4K +316 +5%
AIA
1123
AIMZ Investment Advisors
California
$557K -$12.2K -152 -2%
CCWM
1124
Cassaday & Co Wealth Management
Virginia
$557K -$45.6K -568 -9%
FBT
1125
First Bankers Trust
Kentucky
$557K +$7.14K +89 +1%