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Name Holding Trade Value Shares
Change
Change in
Stake
B
1026
Bailard
California
$4.69M +$357K +3,461 +8%
RHDIC
1027
R.H. Dinel Investment Counsel
California
$4.69M -$563K -5,460 -10%
BO
1028
Bank OZK
Arkansas
$4.69M +$307K +2,981 +7%
TNB
1029
Thomasville National Bank
Georgia
$4.66M -$63.1K -612 -1%
TW
1030
Trajan Wealth
Arizona
$4.66M +$699K +6,784 +17%
GRP
1031
Global Retirement Partners
California
$4.66M +$262K +2,542 +6%
CCG
1032
Cypress Capital Group
Florida
$4.65M +$92.5K +897 +2%
AC
1033
Asio Capital
Kentucky
$4.65M +$643K +6,236 +15%
FCP
1034
Fidelis Capital Partners
Florida
$4.65M +$443K +4,297 +10%
CBTWT
1035
Community Bank & Trust (Waco, Texas)
Texas
$4.64M +$131K +1,273 +3%
WLPWM
1036
Walled Lake Planning & Wealth Management
Illinois
$4.64M +$97.1K +942 +2%
CT
1037
Chicago Trust
Illinois
$4.63M -$325K -3,150 -6%
CNBTD
1038
Citizens National Bank Trust Department
Mississippi
$4.63M -$75.8K -735 -2%
RWA
1039
River Wealth Advisors
Pennsylvania
$4.63M +$227K +2,199 +5%
MAS
1040
Meeder Advisory Services
Ohio
$4.62M -$114K -1,107 -2%
SCP
1041
Shorepoint Capital Partners
Massachusetts
$4.61M +$9.9K +96 +0.2%
MIM
1042
Montgomery Investment Management
Maryland
$4.59M -$20.6K -200 -0.4%
UF
1043
Univest Financial
Pennsylvania
$4.58M +$234K +2,273 +5%
RC
1044
Roundview Capital
New Jersey
$4.58M +$26.2K +254 +0.6%
HVP
1045
Hudson Value Partners
Florida
$4.57M -$274K -2,660 -5%
BSC
1046
Brown Shipley & Co
United Kingdom
$4.53M -$294K -2,855 -6%
ACM
1047
Altrius Capital Management
North Carolina
$4.51M +$658K +6,378 +16%
SIM
1048
Stratos Investment Management
Ohio
$4.5M -$3.63M -35,216 -44%
PJWM
1049
Philip James Wealth Mangement
Georgia
$4.5M -$12.7K -123 -0.3%
HIC
1050
Holderness Investments Company
North Carolina
$4.5M -$181K -1,754 -4%