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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1076
Weatherly Asset Management
California
$999K +$12.9K +168 +1%
SNBOSCI
1077
Security National Bank of Sioux City Iowa
Iowa
$999K +$13.8K +180 +1%
AWM
1078
Avior Wealth Management
Nebraska
$998K +$5.75K +75 +0.6%
ICOA
1079
Investment Centers of America
North Dakota
$997K -$180K -2,347 -16%
LA
1080
Lynch & Associates
Indiana
$992K +$210K +2,736 +28%
CCFCSB
1081
Cape Cod Five Cents Savings Bank
Massachusetts
$990K -$3.14K -41 -0.3%
TWI
1082
Thomas White International
Illinois
$989K -$178K -2,321 -16%
NIM
1083
Needham Investment Management
New York
$989K
GWM
1084
Geneos Wealth Management
Colorado
$989K +$2.61K +34 +0.3%
Acadian Asset Management
1085
Acadian Asset Management
Massachusetts
$989K +$210K +2,743 +28%
EGA
1086
E&G Advisors
Texas
$982K
FBT
1087
First Bankers Trust
Kentucky
$979K -$416K -5,427 -30%
CK
1088
Cohen Klingenstein
New York
$979K
GIM
1089
Guardian Investment Management
California
$978K -$42.2K -550 -4%
FC
1090
Fayerweather Charles
$970K -$1.15K -15 -0.1%
SFSG
1091
Stearns Financial Services Group
North Carolina
$966K -$54.3K -708 -5%
WAM
1092
Wealthspire Advisors (Maryland)
Maryland
$966K +$191K +2,496 +26%
IB
1093
Intrust Bank
Kansas
$963K -$34.3K -447 -4%
HA
1094
Halsey Associates
Connecticut
$963K +$77 +1 +0%
CCM
1095
Carderock Capital Management
Maryland
$959K -$11.2K -146 -1%
FUBT
1096
First United Bank & Trust
Maryland
$955K +$3.99K +52 +0.4%
PFSC
1097
Peoples Financial Services Corp
Pennsylvania
$954K -$7.67K -100 -0.8%
HWA
1098
Heritage Wealth Advisors
Virginia
$951K +$275K +3,593 +43%
SMM
1099
Stadion Money Management
Georgia
$944K -$151K -1,970 -14%
HPCM
1100
High Pointe Capital Management
Illinois
$943K -$9.2K -120 -1%