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Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1126
Highland Capital Management (Tennessee)
Tennessee
$135K +$11.3K +200 +10%
ASN
1127
Advisory Services Network
Georgia
$132K +$3.85K +68 +3%
PO
1128
Private Ocean
California
$127K – – –
PR
1129
Payden & Rygel
California
$123K – – –
HCM
1130
Highlander Capital Management
New Jersey
$122K – – –
SNT
1131
Security National Trust
West Virginia
$119K – – –
TWMP
1132
Taylor Wealth Management Partners
Massachusetts
$117K +$10.1K +178 +10%
NYLT
1133
New York Life Trust
New York
$117K +$108K +1,906 New
TC
1134
Trust Company
Kansas
$115K +$2.83K +50 +3%
ARMT
1135
Amica Retiree Medical Trust
Rhode Island
$112K – – –
RAM
1136
Riggs Asset Management
Pennsylvania
$112K – – –
DAM
1137
Delta Asset Management
Tennessee
$102K – – –
Carson Wealth (CWM LLC)
1138
Carson Wealth (CWM LLC)
Nebraska
$101K +$92.9K +1,642 New
KFS
1139
Kurt F. Somerville
$100K +$91.7K +1,620 New
ZB
1140
Zions Bancorporation
Utah
$99K -$92.7K -1,638 -52%
S
1141
SignatureFD
Georgia
$96K +$22K +388 +33%
AIM
1142
Advantage Investment Management
Iowa
$95K -$4.53K -80 -5%
NCM
1143
Nelson Capital Management
California
$93K – – –
PMFA
1144
Plante Moran Financial Advisors
Michigan
$91K -$85.2K -1,506 -50%
PSI
1145
Pinnacle Summer Investments
Virginia
$87K +$10.9K +192 +16%
BC
1146
Blackhill Capital
New Jersey
$86K – – –
BL
1147
Balentine LLC
Georgia
$85K +$11.1K +196 +17%
PCTC
1148
Perkins Coie Trust Company
Washington
$83K – – –
MPWT
1149
MassMutual Private Wealth & Trust
Connecticut
$80.5K +$33K +584 +48%
OAM
1150
Orinda Asset Management
California
$80K -$53.2K -940 -42%