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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1251
City State Bank
Iowa
$150K
ZB
1252
Zions Bancorporation
Utah
$148K +$3.77K +45 +3%
HFS
1253
Heritage Financial Services
Massachusetts
$148K +$147K +1,755 New
RTC
1254
Riverview Trust Company
Washington
$142K
CNBTD
1255
Citizens National Bank Trust Department
Mississippi
$141K
HDIM
1256
Hanson & Doremus Investment Management
Vermont
$140K
AP
1257
Arlington Partners
Alabama
$136K
TSW
1258
Thompson Siegel & Walmsley
Virginia
$136K
HNWAG
1259
High Net Worth Advisory Group
Florida
$132K -$5.78K -69 -4%
SAM
1260
S.A. Mason
Michigan
$130K
C
1261
Covestor
United Kingdom
$128K -$18.6K -222 -13%
PMFA
1262
Plante Moran Financial Advisors
Michigan
$124K +$15.3K +183 +14%
CI
1263
CX Institutional
Indiana
$123K +$122K +1,451 New
MHR
1264
Matthew Hamilton Rosenberg
$120K +$9.8K +117 +9%
EWM
1265
Evermay Wealth Management
Virginia
$119K
IBOK
1266
Independence Bank of Kentucky
Kentucky
$118K -$2.09K -25 -2%
FWM
1267
Focused Wealth Management
New York
$116K +$75.4K +900 +192%
T
1268
TOBAM
France
$112K -$32.8K -391 -23%
ME
1269
McIlrath & Eck
Washington
$112K
BWM
1270
BerganKDV Wealth Management
Minnesota
$108K +$41.9K +500 +65%
AFG
1271
Albion Financial Group
Utah
$107K
ARMC
1272
American Research & Management Company
Massachusetts
$107K
BWM
1273
Baystate Wealth Management
Massachusetts
$106K +$503 +6 +0.5%
CFO
1274
CVA Family Office
Colorado
$105K -$7.96K -95 -7%
PGAM
1275
Princeton Global Asset Management
New Jersey
$104K