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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$1.1M -$155K -6,100 -12%
AIA
152
Avalon Investment & Advisory
Texas
$1.08M +$525K +20,620 +95%
Truist Financial
153
Truist Financial
North Carolina
$1.05M +$1.05M +41,375 New
AI
154
ArchPoint Investors
Florida
$1.04M +$1.04M +41,000 New
HWA
155
Heritage Wealth Advisors
Virginia
$1.03M +$132K +5,170 +15%
M&T Bank
156
M&T Bank
New York
$1.02M -$140K -5,497 -12%
JIC
157
Joel Isaacson & Co
New York
$1.02M
HT
158
HighTower Trust
Texas
$1.02M +$66.9K +2,625 +7%
UB
159
UMB Bank
Missouri
$1.01M +$102K +4,020 +11%
CIBC Asset Management
160
CIBC Asset Management
Ontario, Canada
$992K +$48.4K +1,901 +5%
LCM
161
Lucas Capital Management
New Jersey
$981K -$34.4K -1,348 -3%
LPL Financial
162
LPL Financial
California
$968K +$104K +4,063 +12%
VF
163
Virtu Financial
New York
$932K -$1.51M -59,400 -62%
CIC
164
Chilton Investment Company
Connecticut
$909K
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$888K +$287K +11,262 +48%
JHCP
166
Jackson Hole Capital Partners
Oklahoma
$872K -$77.2K -3,030 -8%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$860K -$98.3K -3,856 -10%
SS
168
Sunbelt Securities
Texas
$800K -$67.5K -2,650 -8%
DLG
169
Daniel L. Goodwin
$779K -$140K -5,500 -15%
SMC
170
Smith, Moore & Co
Missouri
$767K +$768K +30,130 New
EW
171
Evoke Wealth
California
$760K +$485K +19,031 +176%
DT
172
Diversified Trust
Tennessee
$755K -$889K -34,879 -54%
FAM
173
Formidable Asset Management
Ohio
$747K +$742K +29,116 New
Creative Planning
174
Creative Planning
Kansas
$702K -$232K -9,097 -25%
NL
175
NWAM LLC
Washington
$691K +$186K +7,307 +37%