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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
1626
First Command Advisory Services
Texas
$168K -$22.3K -52 -12%
OCM
1627
Osterweis Capital Management
California
$161K -$4.72K -11 -3%
ANBT
1628
American National Bank & Trust
Texas
$159K
DJSG
1629
D.J. St. Germain
Massachusetts
$154K -$858 -2 -0.6%
OA
1630
Operose Advisors
Wisconsin
$150K
EWM
1631
Evermay Wealth Management
Virginia
$149K
SNB
1632
Security National Bank
Nebraska
$149K
HNB
1633
Hilltop National Bank
Wyoming
$147K -$429 -1 -0.3%
VCM
1634
Versant Capital Management
Arizona
$146K +$15.9K +37 +13%
RA
1635
Ransom Advisory
Rhode Island
$143K
SWM
1636
Sugarloaf Wealth Management
Georgia
$142K +$1.29K +3 +0.9%
BGAI
1637
Bruce G. Allen Investments
Colorado
$137K -$10.7K -25 -8%
CFM
1638
Catalyst Funds Management
Australia
$134K -$686K -1,600 -84%
HF
1639
Halpern Financial
Virginia
$134K -$21.5K -50 -14%
HWM
1640
HighMark Wealth Management
Minnesota
$134K
DFA
1641
DHJJ Financial Advisors
Illinois
$125K
TF
1642
Tompkins Financial
New York
$125K
TFIPS
1643
Towarzystwo Funduszy Inwestycyjnych PZU SA
$125K
CPG
1644
Cornerstone Planning Group
New Jersey
$123K +$41.2K +96 +59%
CA
1645
CoreCap Advisors
Michigan
$122K +$27K +63 +30%
BWAM
1646
Boyd Watterson Asset Management
Ohio
$122K -$10.7K -25 -8%
WB
1647
Webster Bank
Connecticut
$122K
IAIM
1648
International Assets Investment Management
Florida
$119K +$115K +267 New
HIIFS
1649
Harel Insurance Investments & Financial Services
Israel
$117K
TIM
1650
Tortoise Investment Management
New York
$110K -$21K -49 -17%