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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
751
Cerity Partners
New York
$396K -$867K -5,238 -67%
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$392K – – –
MNBTD
753
Moody National Bank Trust Division
Texas
$388K -$29.5K -178 -7%
MP
754
McDonald Partners
Ohio
$388K – – –
SW
755
SlateStone Wealth
Florida
$388K +$190K +1,146 +86%
PAI
756
Pittenger & Anderson Inc
Nebraska
$387K -$331K -2,000 -45%
SFS
757
Security Financial Services
Indiana
$386K -$41.4K -250 -9%
CCIA
758
Campbell & Co Investment Adviser
Maryland
$386K +$408K +2,466 New
PSFG
759
Prairie Sky Financial Group
Illinois
$385K – – –
PFBT
760
Parkside Financial Bank & Trust
Missouri
$382K +$4.8K +29 +1%
PTC
761
Private Trust Company
Ohio
$377K – – –
WSC
762
Wellington Shields & Co
New York
$375K – – –
PS
763
Planned Solutions
California
$375K -$11.6K -70 -3%
CSC
764
Caldwell Sutter Capital
California
$375K -$10.1K -61 -2%
WCAMG
765
Woodard & Company Asset Management Group
North Carolina
$373K – – –
IAM
766
Innovis Asset Management
Illinois
$372K +$2.65K +16 +0.7%
OFS
767
OneAscent Financial Services
Alabama
$370K +$392K +2,369 New
ZIG
768
Zullo Investment Group
Pennsylvania
$369K -$1.16K -7 -0.3%
GRP
769
Global Retirement Partners
California
$369K -$57.4K -347 -13%
PA
770
PFG Advisors
Arizona
$369K +$68.7K +415 +21%
MFG
771
Magnus Financial Group
New York
$368K +$993 +6 +0.3%
SNB
772
Security National Bank
Nebraska
$367K – – –
WCM
773
Whitener Capital Management
North Carolina
$366K – – –
AWM
774
Aries Wealth Management
Maine
$366K +$662 +4 +0.2%
WPW
775
Warther Private Wealth
Ohio
$364K -$92.2K -557 -19%