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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$272K -$18.5K -228 -7%
IGGA
802
Iron Gate Global Advisors
Utah
$270K
LWP
803
LeClair Wealth Partners
Ohio
$270K -$405 -5 -0.2%
CSF
804
Capital Squared Financial
Maryland
$270K
HCM
805
Hodges Capital Management
Texas
$270K
WSC
806
Wellington Shields & Co
New York
$270K
BCM
807
Brookstone Capital Management
Illinois
$269K +$5.75K +71 +2%
VDI
808
Vaughan David Investments
Illinois
$269K
RWP
809
RWA Wealth Partners
Massachusetts
$267K
PFPT
810
Pinnacle Financial Partners (Tennessee)
Tennessee
$267K -$7.21K -89 -3%
PFM
811
Patton Fund Management
Texas
$265K
1SB
812
1ST Source Bank
Indiana
$265K
TCWA
813
Turtle Creek Wealth Advisors
Texas
$264K +$237K +2,932 New
LIM
814
Leavell Investment Management
Alabama
$263K
SVWAG
815
Sound View Wealth Advisors Group
Georgia
$262K -$56.9K -703 -19%
FA
816
FC Advisory
Pennsylvania
$260K +$2.02K +25 +0.9%
SIA
817
Soltis Investment Advisors
Utah
$260K +$3.73K +46 +2%
SO
818
Sierra Ocean
California
$259K +$81 +1 +0%
IBOK
819
Independence Bank of Kentucky
Kentucky
$259K
DWP
820
Daymark Wealth Partners
Ohio
$259K -$26.2K -323 -10%
PWM
821
Pacific Wealth Management
California
$258K +$233K +2,871 New
PSP
822
Pacific Sage Partners
Washington
$258K
4WM
823
44 Wealth Management
Oregon
$257K -$939K -11,598 -80%
WSWA
824
Warren Street Wealth Advisors
California
$256K +$1.3K +16 +0.6%
CFB
825
Cullen/Frost Bankers
Texas
$256K +$7.29K +90 +3%