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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
1701
M Holdings Securities
Oregon
$430K +$2.12K +21 +0.6%
FNBSF
1702
First National Bank Sioux Falls
South Dakota
$429K +$369K +3,667 New
TNBTD
1703
Trustmark National Bank Trust Department
Mississippi
$428K
UBV
1704
United Bank (Virginia)
Virginia
$428K
FM
1705
Family Management
New York
$427K +$45.8K +455 +14%
ML
1706
McAdam LLC
Pennsylvania
$426K -$23.1K -229 -8%
AIM
1707
Alhambra Investment Management
Florida
$424K +$1.01K +10 +0.3%
MWA
1708
Martel Wealth Advisors
Washington
$424K +$86.9K +863 +31%
WKWM
1709
Walter & Keenan Wealth Management
Indiana
$423K +$201 +2 +0.1%
IIA
1710
IPG Investment Advisors
California
$423K +$61.8K +614 +20%
KW
1711
KWB Wealth
California
$422K +$1.51K +15 +0.4%
CB
1712
CNB Bank
Pennsylvania
$422K +$86.8K +862 +31%
TCM
1713
Tributary Capital Management
Nebraska
$422K
DMBA
1714
Deseret Mutual Benefit Administrators
Utah
$422K -$227K -2,255 -38%
PWM
1715
Prentice Wealth Management
New York
$420K +$32.4K +322 +10%
KFA
1716
Kapstone Financial Advisors
Ohio
$417K +$325K +3,230 New
RIG
1717
Renaissance Investment Group
Massachusetts
$417K -$17.8K -177 -5%
KFP
1718
KB Financial Partners
New Jersey
$415K -$110K -1,097 -24%
RWB
1719
RMR Wealth Builders
New Jersey
$414K +$10.3K +102 +3%
SIC
1720
Sterling Investment Counsel
New York
$412K +$15.5K +154 +5%
GHAM
1721
Gilman Hill Asset Management
Connecticut
$412K -$111K -1,100 -24%
SWM
1722
Silverlake Wealth Management
Vermont
$412K +$60.1K +597 +20%
CWS
1723
Confluence Wealth Services
Pennsylvania
$411K +$12.2K +121 +4%
CBT
1724
Central Bank & Trust
Kentucky
$411K +$14.6K +145 +4%
MFS
1725
Monetta Financial Services
Illinois
$410K +$352K +3,500 New