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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1451
Zions Bancorporation
Utah
$557K +$207K +1,215 +105%
BPB
1452
Badgley, Phelps & Bell
Washington
$552K -$339K -1,989 -46%
FP
1453
Foundry Partners
Minnesota
$550K +$399K +2,337 New
RG
1454
Retirement Group
California
$549K -$12.3K -72 -3%
PTC
1455
Private Trust Company
Ohio
$549K +$101K +591 +34%
HTC
1456
Haverford Trust Company
Pennsylvania
$547K +$397K +2,325 New
BSSFA
1457
Baron Silver Stevens Financial Advisors
Florida
$547K +$397K +2,328 New
BFC
1458
Bedel Financial Consulting
Indiana
$546K +$9.73K +57 +3%
JLBC
1459
J.L. Bainbridge & Co
Florida
$546K +$396K +2,322 New
FAN
1460
Financial Advisors Network
California
$545K -$22K -129 -5%
ATC
1461
Argent Trust Co
Tennessee
$543K
BCM
1462
Breiter Capital Management
Florida
$543K +$394K +2,307 New
SW
1463
Signify Wealth
Missouri
$543K +$394K +2,307 New
BCA
1464
Biltmore Capital Advisors
New Jersey
$543K +$394K +2,310 New
AWA
1465
ARS Wealth Advisors
Florida
$542K +$45.1K +264 +13%
LDB
1466
Lee, Danner & Bass
Tennessee
$540K +$71.7K +420 +22%
GA
1467
Gateway Advisory
New Jersey
$540K +$75.8K +444 +24%
TI
1468
Truepoint Inc
Ohio
$540K +$392K +2,295 New
FFA
1469
Fragasso Financial Advisors
Pennsylvania
$538K +$8.7K +51 +2%
MWP
1470
Meridian Wealth Partners
Pennsylvania
$536K +$17.4K +102 +5%
EIG
1471
Ellenbecker Investment Group
Wisconsin
$536K +$22K +129 +6%
BFM
1472
Boston Financial Management
Massachusetts
$533K -$61.4K -360 -14%
REMPR
1473
Roof Eidam Maycock Peralta (REMP)
California
$533K -$12.8K -75 -3%
KAS
1474
Kemnay Advisory Services
New York
$529K -$819K -4,800 -68%
Fayez Sarofim & Co
1475
Fayez Sarofim & Co
Texas
$529K