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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
251
Strategic Global Advisors
California
$239K -$88.9K -709 -26%
BTNA
252
Bremer Trust National Association
Minnesota
$238K +$8.4K +67 +3%
CNB
253
City National Bank
Delaware
$235K -$28.8K -230 -10%
PMG
254
ProVise Management Group
Florida
$235K -$25.1K -200 -9%
American Century Companies
255
American Century Companies
Missouri
$231K +$247K +1,970 New
MWM
256
Mission Wealth Management
California
$227K +$28.2K +225 +13%
ATIA
257
American Trust Investment Advisors
New Hampshire
$226K
Dodge & Cox
258
Dodge & Cox
California
$226K
HC
259
Hourglass Capital
Texas
$223K
TU
260
TDAM USA
Ontario, Canada
$220K -$35.6K -284 -13%
OAM
261
Oberweis Asset Management
Illinois
$212K
BRWA
262
B. Riley Wealth Advisors
Florida
$212K +$224K +1,787 New
SSWM
263
Smith Salley Wealth Management
North Carolina
$209K +$6.39K +51 +3%
CRC
264
Curi RMB Capital
Illinois
$204K -$71.6K -571 -25%
VFS
265
VSR Financial Services
Kansas
$203K +$7.27K +58 +3%
BC
266
Bartlett & Co
Ohio
$181K
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$167K +$86.9K +693 +95%
MCM
268
McKinley Capital Management
Alaska
$141K -$1.63K -13 -1%
PG
269
Patten Group
Tennessee
$131K +$16.3K +130 +13%
DIA
270
Davidson Investment Advisors
Montana
$130K +$52K +415 +59%
CLOS
271
Compagnie Lombard Odier SCmA
Switzerland
$129K
KT
272
Kanaly Trust
Texas
$124K -$11.3K -90 -8%
ZB
273
Zions Bancorporation
Utah
$108K +$110K +876 New
LSV Asset Management
274
LSV Asset Management
Illinois
$105K
MFBTD
275
MB Financial Bank - Trust Department
Illinois
$95K +$96.6K +770 +2,139%