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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1726
WrapManager Inc
California
$244K +$236K +1,871 New
IB
1727
Intrust Bank
Kansas
$243K +$235K +1,866 New
JLBC
1728
J.L. Bainbridge & Co
Florida
$242K -$42.5K -337 -15%
WA
1729
Waverly Advisors
Alabama
$242K -$8.69K -69 -4%
PIM
1730
Provident Investment Management
Michigan
$242K
BL
1731
Balentine LLC
Georgia
$242K +$18.9K +150 +9%
ACM
1732
Advisors Capital Management
New Jersey
$242K +$234K +1,855 New
RDWM
1733
Red Door Wealth Management
Tennessee
$241K -$15.1K -120 -6%
LP
1734
LGL Partners
Pennsylvania
$241K
MCMT
1735
Moon Capital Management (Tennessee)
Tennessee
$240K
FC
1736
Ferris Capital
Massachusetts
$240K +$4.28K +34 +2%
AA
1737
AF Advisors
California
$239K
SCM
1738
SOL Capital Management
Maryland
$237K -$151K -1,196 -40%
WBC
1739
West Branch Capital
Massachusetts
$237K -$17.3K -137 -7%
EIA
1740
Eastover Investment Advisors
North Carolina
$237K
FPB
1741
First PREMIER Bank
South Dakota
$237K
AIA
1742
Avalon Investment & Advisory
Texas
$236K +$228K +1,806 New
FAN
1743
Financial Advisors Network
California
$234K -$26.6K -211 -11%
CCM
1744
Copeland Capital Management
Pennsylvania
$234K
EM
1745
ELCO Management
New York
$234K
FPCM
1746
Financial Partners Capital Management
New York
$234K
HZ
1747
Hixon Zuercher
Ohio
$234K
CIC
1748
Cutler Investment Counsel
Oregon
$234K +$504 +4 +0.2%
CA
1749
Capital Advantage
California
$234K +$630 +5 +0.3%
WHG
1750
Westwood Holdings Group
Texas
$234K +$226K +1,794 New