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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1151
Confluence Wealth Services
Pennsylvania
$1.7M +$19.7K +711 +1%
SMC
1152
Smith, Moore & Co
Missouri
$1.7M +$146K +5,271 +9%
HT
1153
Heritage Trust
Oklahoma
$1.7M -$33.3K -1,199 -2%
IMC Chicago
1154
IMC Chicago
Illinois
$1.7M +$1.7M +61,248 New
SPIS
1155
Steward Partners Investment Solutions
Oregon
$1.7M +$950K +34,236 +127%
AMIM
1156
Aull & Monroe Investment Management
Alabama
$1.69M -$99K -3,566 -6%
NS
1157
NBC Securities
Alabama
$1.69M -$45.2K -1,630 -3%
SAM
1158
Shell Asset Management
Netherlands
$1.68M -$1.15M -41,441 -41%
SGCA
1159
Steel Grove Capital Advisors
Tennessee
$1.68M +$1.27M +45,604 +304%
FWM
1160
Finer Wealth Management
Massachusetts
$1.68M -$402K -14,495 -19%
CI
1161
Cigna Investments
Connecticut
$1.67M -$16.7K -601 -1%
PCMH
1162
Polymer Capital Management (HK)
Hong Kong
$1.67M
IAN
1163
Integrated Advisors Network
Texas
$1.66M +$313K +11,281 +23%
SF
1164
Slagle Financial
Illinois
$1.66M -$1.25M -45,168 -43%
HBWM
1165
Hollow Brook Wealth Management
New York
$1.66M +$37.8K +1,363 +2%
BFIM
1166
Beese Fulmer Investment Management
Ohio
$1.66M -$174K -6,285 -10%
IBOK
1167
Independence Bank of Kentucky
Kentucky
$1.66M -$250K -9,020 -13%
DI
1168
Diligent Investors
California
$1.65M +$19.6K +706 +1%
ILI
1169
Invesco LLC (Illinois)
Illinois
$1.65M -$177K -6,366 -10%
NAM
1170
NorthCrest Asset Manangement
Minnesota
$1.65M +$173K +6,221 +12%
SC
1171
Schulhoff & Co
Ohio
$1.65M +$1.39K +50 +0.1%
IW
1172
Imprint Wealth
South Carolina
$1.65M +$279K +10,049 +20%
JAG
1173
Journey Advisory Group
Kentucky
$1.64M -$406K -14,626 -20%
PA
1174
Procyon Advisors
Connecticut
$1.64M -$86.3K -3,111 -5%
RPC
1175
Rossmore Private Capital
Connecticut
$1.64M +$20.3K +730 +1%