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Name Holding Trade Value Shares
Change
Change in
Stake
ET
1201
Equitable Trust
Tennessee
$560K -$387K -2,709 -42%
FG
1202
Fiduciary Group
Georgia
$558K -$1.29K -9 -0.2%
Financial Engines Advisors
1203
Financial Engines Advisors
California
$556K -$33.9K -237 -6%
ACG
1204
Allen Capital Group
Nebraska
$556K -$8.86K -62 -2%
AP
1205
Americana Partners
Texas
$554K -$62K -434 -11%
ONST
1206
Old North State Trust
North Carolina
$553K -$13.9K -97 -3%
AWM
1207
Aprio Wealth Management
Georgia
$553K -$24.7K -173 -5%
CI
1208
CX Institutional
Indiana
$552K -$5.57K -39 -1%
CTA
1209
Colonial Trust Advisors
South Carolina
$552K -$11K -77 -2%
AC
1210
Avestar Capital
New York
$551K +$164K +1,145 +46%
GLA
1211
Good Life Advisors
Pennsylvania
$551K -$38.3K -268 -7%
TBNY
1212
Trustco Bank (New York)
New York
$550K -$26K -182 -5%
KA
1213
Kure Advisory
Minnesota
$550K +$155K +1,085 +43%
JEST
1214
JTC Employer Solutions Trustee
Jersey
$550K
OC
1215
Oakworth Capital
Alabama
$550K
GLLW
1216
Graves Light Lenhart Wealth
Virginia
$550K
SFG
1217
Snider Financial Group
Washington
$549K -$43.7K -306 -8%
SGC
1218
Slocum, Gordon & Co
Rhode Island
$549K
JFL
1219
Jarislowsky, Fraser Ltd
Quebec, Canada
$548K -$28.6K -200 -5%
ZIG
1220
Zuckerman Investment Group
Illinois
$548K -$429 -3 -0.1%
WIM
1221
Warwick Investment Management
Texas
$548K +$3.86K +27 +0.8%
CCB
1222
Country Club Bank
Missouri
$547K
UB
1223
Umpqua Bank
Oregon
$547K
FPL
1224
Fortress Private Ledger
North Carolina
$547K +$146K +1,022 +40%
GIA
1225
Gateway Investment Advisers
Ohio
$546K -$14.9K -104 -3%