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Name Holding Trade Value Shares
Change
Change in
Stake
JF
2201
JSF Financial
California
$334K +$69.6K +888 +27%
SB
2202
Sunflower Bank
Texas
$333K +$7.05K +90 +2%
AO
2203
Advisor OS
Illinois
$332K -$204K -2,604 -38%
NSB
2204
Norway Savings Bank
Maine
$332K -$4.93K -63 -1%
BA
2205
Ballast Advisors
Minnesota
$332K -$1.96K -25 -0.6%
UC
2206
Unio Capital
New Jersey
$332K
WCM
2207
Wisconsin Capital Management
Wisconsin
$332K
CCA
2208
Column Capital Advisors
Indiana
$331K -$11.9K -152 -4%
MA
2209
MONECO Advisors
Connecticut
$331K +$19K +243 +6%
PIA
2210
Powell Investment Advisors
Florida
$330K
SCP
2211
Seizert Capital Partners
Michigan
$330K
ZF
2212
Zhang Financial
Michigan
$330K +$29K +370 +10%
JWM
2213
JGP Wealth Management
Oregon
$328K -$5.72K -73 -2%
PWA
2214
Physician Wealth Advisors
Utah
$327K -$20.9K -267 -6%
CFG
2215
Cooper Financial Group
California
$327K +$101K +1,287 +45%
GRQ
2216
Gardner Russo & Quinn
Pennsylvania
$326K +$783 +10 +0.2%
PFWA
2217
Paces Ferry Wealth Advisors
Georgia
$324K +$321K +4,098 New
IIM
2218
Ironwood Investment Management
Massachusetts
$321K
HIS
2219
Horizon Investment Services
Indiana
$321K +$318K +4,060 New
NCM
2220
Nelson Capital Management
California
$319K -$20.5K -262 -6%
BIM
2221
Bridgecreek Investment Management
Oklahoma
$319K
HCM
2222
Highlander Capital Management
New Jersey
$318K
ABTD
2223
Arvest Bank Trust Division
Oklahoma
$318K +$63.9K +816 +25%
HFG
2224
Heron Financial Group
New York
$317K +$25.1K +320 +9%
FNBSF
2225
First National Bank Sioux Falls
South Dakota
$316K