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Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1026
Citizens National Bank Trust Department
Mississippi
$896K +$939K +4,900 +339%
SFP
1027
Shepherd Financial Partners
Massachusetts
$890K +$575 +3 +0%
WP
1028
WealthSource Partners
California
$888K -$157K -821 -12%
DCM
1029
Davidson Capital Management
Texas
$888K -$1.15K -6 -0.1%
RBFC
1030
Roman Butler Fullerton & Co
Missouri
$887K +$4.6K +24 +0.4%
RSWM
1031
Robertson Stephens Wealth Management
California
$882K -$152K -795 -11%
BHWM
1032
Bar Harbor Wealth Management
New Hampshire
$882K +$120K +627 +11%
UAS
1033
United Asset Strategies
New York
$880K -$61.5K -321 -5%
F
1034
F3Logic
Minnesota
$878K +$429K +2,238 +56%
CGL
1035
Clarius Group LLC
Washington
$875K +$130K +679 +12%
LC
1036
Lavaca Capital
Texas
$874K +$1.53K +8 +0.1%
PFBT
1037
Parkside Financial Bank & Trust
Missouri
$874K +$71.9K +375 +6%
PFSC
1038
Peoples Financial Services Corp
Pennsylvania
$874K +$506K +2,641 +74%
MP
1039
McDonald Partners
Ohio
$871K +$145K +757 +14%
MWA
1040
Moser Wealth Advisors
Washington
$867K +$187K +974 +19%
TWP
1041
Tempus Wealth Planning
California
$866K -$66.3K -346 -5%
HT
1042
HighTower Trust
Texas
$856K +$587K +3,063 +115%
ACA
1043
Atlas Capital Advisors
Wyoming
$852K -$256K -1,337 -18%
CI
1044
Cigna Investments
Connecticut
$852K -$473K -2,465 -29%
WFMPM
1045
Woodley Farra Manion Portfolio Management
Indiana
$849K -$24.9K -130 -2%
SJIM
1046
St. Johns Investment Management
Florida
$849K -$15.9K -83 -1%
NSEDCP
1047
NJ State Employees Deferred Compensation Plan
New Jersey
$847K
AF
1048
Ally Financial
Michigan
$847K +$1.15M +6,000 New
CIC
1049
Cornercap Investment Counsel
Georgia
$839K -$43.9K -229 -4%
Jones Financial Companies
1050
Jones Financial Companies
Missouri
$838K +$3.64K +19 +0.3%