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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1201
Vestmark Advisory Solutions
Massachusetts
$227K -$350K -4,607 -60%
AAS
1202
Ameritas Advisory Services
Nebraska
$226K +$193K +2,540 +479%
FMI
1203
Frec Markets Inc
California
$226K +$233K +3,062 New
SF
1204
Symphony Financial
Texas
$225K +$3.12K +41 +1%
AFP
1205
Ausdal Financial Partners
Iowa
$225K -$2.28K -30 -1%
HFAS
1206
Hummer Financial Advisory Services
Illinois
$225K +$232K +3,050 New
HIC
1207
Holderness Investments Company
North Carolina
$224K
TCOTS
1208
Trust Company of the South
North Carolina
$223K -$138K -1,820 -38%
WPA
1209
West Paces Advisors
Georgia
$223K +$4.49K +59 +2%
CMP
1210
Christine Messmer PC
Pennsylvania
$223K +$230K +3,025 New
FNB
1211
Farmers National Bank
Kentucky
$223K
MIM
1212
Morningstar Investment Management
Illinois
$222K -$11.2K -147 -5%
BHIA
1213
Birch Hill Investment Advisors
Massachusetts
$222K -$88.4K -1,162 -28%
HCMT
1214
Highland Capital Management (Tennessee)
Tennessee
$221K -$74.9K -985 -25%
JE
1215
JMAC Enterprises
Pennsylvania
$221K
MAA
1216
Mraz Amerine & Associates
California
$221K
MCA
1217
Maryland Capital Advisors
Maryland
$221K
MBTD
1218
Mechanics Bank - Trust Department
California
$221K -$3.8K -50 -2%
AW
1219
Apricus Wealth
South Carolina
$220K +$837 +11 +0.4%
SAM
1220
Sagewood Asset Management
New York
$220K +$227K +2,987 New
FWCM
1221
Ferguson Wellman Capital Management
Oregon
$220K -$30.4K -399 -12%
WF
1222
Williams Financial
Vermont
$220K +$1.22K +16 +0.5%
TTWM
1223
TCV Trust & Wealth Management
Virginia
$219K +$15.6K +205 +7%
CWM
1224
Cahaba Wealth Management
Georgia
$219K +$76 +1 +0%
ONST
1225
Old North State Trust
North Carolina
$219K