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Name Holding Trade Value Shares
Change
Change in
Stake
PT
901
Plimoth Trust
Massachusetts
$3.69M -$392K -10,675 -10%
KC
902
Knuff & Co
California
$3.68M -$292K -7,961 -7%
PAMG
903
Patton Albertson Miller Group
Tennessee
$3.68M -$218K -5,949 -5%
BFA
904
Brendel Financial Advisors
New Hampshire
$3.67M -$197K -5,379 -5%
IC
905
Intersect Capital
California
$3.67M +$351K +9,570 +11%
FCMT
906
Founders Capital Management (Texas)
Texas
$3.66M +$3.65M +99,491 New
JWBC
907
J.W. Burns & Co
New York
$3.66M +$55.1K +1,503 +2%
DIA
908
Dean Investment Associates
Ohio
$3.65M -$332K -9,049 -8%
CCM
909
Covington Capital Management
California
$3.65M -$312K -8,498 -8%
PVWM
910
Point View Wealth Management
New Jersey
$3.65M -$232K -6,322 -6%
FNBOMD
911
First National Bank of Mount Dora
Florida
$3.65M -$162K -4,410 -4%
EH
912
Equitable Holdings
New York
$3.64M -$78.2K -2,131 -2%
SFO
913
Stokes Family Office
Louisiana
$3.63M -$110K -2,992 -3%
JCM
914
Jacobi Capital Management
Pennsylvania
$3.61M -$565K -15,414 -14%
LWAC
915
Laurel Wealth Advisors (California)
California
$3.6M +$804K +21,932 +29%
PRC
916
Pearl River Capital
Michigan
$3.6M +$3.59M +97,765 New
OPA
917
Old Port Advisors
Maine
$3.58M -$156K -4,256 -4%
CI
918
CX Institutional
Indiana
$3.57M -$704K -19,190 -17%
YIA
919
YHB Investment Advisors
Connecticut
$3.56M -$137K -3,736 -4%
BCM
920
BTC Capital Management
Iowa
$3.56M +$283K +7,718 +9%
SYBT
921
Stock Yards Bank & Trust
Kentucky
$3.55M -$93K -2,535 -3%
IPAM
922
ICICI Prudential Asset Management
India
$3.55M +$3.53M +96,347 New
EWA
923
EP Wealth Advisors
California
$3.54M +$86.6K +2,361 +3%
IWM
924
IHT Wealth Management
Illinois
$3.54M +$66.7K +1,819 +2%
AAIM
925
American Assets Investment Management
California
$3.53M -$190K -5,184 -5%