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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
MorganRosel Wealth Management
Colorado
$975K +$138K +1,020 +12%
BSA
477
Bull Street Advisors
Georgia
$973K
AI
478
AXS Investments
New York
$972K +$1.26M +9,310 New
CCFCSB
479
Cape Cod Five Cents Savings Bank
Massachusetts
$962K
HWM
480
HB Wealth Management
Georgia
$962K +$43.6K +322 +4%
GIP
481
Granite Investment Partners
California
$961K +$493K +3,640 +65%
1SB
482
1ST Source Bank
Indiana
$955K -$6.77K -50 -0.5%
IA
483
IFP Advisors
Florida
$951K
EGA
484
E&G Advisors
Texas
$950K
KRSITF
485
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$949K +$144K +1,061 +13%
CM
486
Caption Management
Oklahoma
$944K +$1.22M +9,045 New
Cerity Partners
487
Cerity Partners
New York
$937K +$373K +2,753 +44%
TC
488
TwinBeech Capital
New York
$937K +$1.21M +8,973 New
EC
489
Estate Counselors
Wisconsin
$934K +$1.21M +8,955 New
T
490
TCWP
Ohio
$932K -$3.38K -25 -0.3%
BSB
491
Bangor Savings Bank
Maine
$931K -$39.7K -293 -3%
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$931K -$31.5K -233 -3%
PAS
493
Park Avenue Securities
New York
$930K +$112K +825 +10%
KA
494
Kintegral Advisory
New York
$917K +$24.9K +184 +2%
NRS
495
Neville Rodie & Shaw
New York
$916K
JC
496
JB Capital
Connecticut
$911K +$38K +281 +3%
V
497
Veritable
Delaware
$910K +$81.1K +599 +7%
EAM
498
Erste Asset Management
Austria
$903K +$460K +3,400 +67%
RIA
499
Regal Investment Advisors
Michigan
$897K -$85.5K -632 -7%
ICG
500
InterOcean Capital Group
Tennessee
$897K +$1.16M +8,592 New