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Name Holding Trade Value Shares
Change
Change in
Stake
WTB
1051
Washington Trust Bank
Washington
$2.03M +$59.9K +2,153 +3%
SFP
1052
Shepherd Financial Partners
Massachusetts
$2.02M +$110K +3,965 +6%
SNBOSD
1053
Security National Bank of So Dak
Iowa
$2.02M +$86.2K +3,097 +4%
LA
1054
Lynch & Associates
Indiana
$2.02M +$125K +4,490 +6%
WJA
1055
Williams Jones & Associates
New York
$2.02M -$333K -11,978 -14%
RG
1056
Renaissance Group
Kentucky
$2.02M -$4.9K -176 -0.2%
MCM
1057
Mainstay Capital Management
Michigan
$2.02M +$64.9K +2,333 +3%
TB
1058
Terril Brothers
Missouri
$2.01M
SNBOSCI
1059
Security National Bank of Sioux City Iowa
Iowa
$2.01M +$124K +4,461 +6%
PPSG
1060
Princeton Portfolio Strategies Group
New Jersey
$2.01M -$433K -15,553 -17%
BCM
1061
BTR Capital Management
California
$2.01M +$1.86K +67 +0.1%
HT
1062
HighTower Trust
Texas
$2M +$161K +5,797 +8%
WKWM
1063
Walter & Keenan Wealth Management
Indiana
$2M +$18.4K +662 +0.9%
PI
1064
PHH Investments
Texas
$2M +$490K +17,592 +31%
WPC
1065
White Pine Capital
Minnesota
$2M -$32.5K -1,166 -2%
BFO
1066
Boston Family Office
Massachusetts
$2M +$3.76K +135 +0.2%
BCM
1067
Birmingham Capital Management
Alabama
$1.99M -$3.67K -132 -0.2%
CBN
1068
Cadence Bank NA
Texas
$1.99M -$68.8K -2,472 -3%
PWSG
1069
Pacific Wealth Strategies Group
California
$1.99M +$48.5K +1,744 +2%
PL
1070
Plancorp LLC
Missouri
$1.99M +$14.6K +524 +0.7%
S
1071
SignatureFD
Georgia
$1.98M -$832K -29,900 -29%
NIMI
1072
Natixis Investment Managers International
France
$1.97M +$2.04M +73,252 New
RWM
1073
RKL Wealth Management
Pennsylvania
$1.96M -$68.6K -2,466 -3%
GLA
1074
Great Lakes Advisors
Illinois
$1.95M -$1.8M -64,537 -47%
LMAM
1075
Legg Mason Asset Management
Japan
$1.95M -$733K -26,348 -27%