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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
801
Griffin Asset Management
New York
$331K +$1.6K +21 +0.5%
Fayez Sarofim & Co
802
Fayez Sarofim & Co
Texas
$329K – – –
FB
803
Fulton Bank
Pennsylvania
$328K -$94.1K -1,238 -23%
GP
804
Geneva Partners
Wisconsin
$328K +$307K +4,040 New
PGFC
805
Peapack-Gladstone Financial Corp
New Jersey
$325K -$53.6K -705 -15%
BOTW
806
Bank of the West
California
$321K -$688K -9,056 -70%
DHFB
807
Dixon Hubard Feinour & Brown
Virginia
$320K – – –
TNB
808
TCF National Bank
South Dakota
$320K +$300K +3,950 New
PCA
809
Personal Capital Advisors
California
$319K +$299K +3,939 New
BIAS
810
Beacon Investment Advisory Services
New Jersey
$314K +$294K +3,870 New
FNT
811
First Nebraska Trust
Nebraska
$312K -$11.4K -150 -4%
Capital Research Global Investors
812
Capital Research Global Investors
California
$309K +$1.98K +26 +0.7%
FPGK
813
Financial Partners Group (Kansas)
Kansas
$306K -$42.3K -556 -13%
VFA
814
Valeo Financial Advisors
Indiana
$306K -$2.51K -33 -0.9%
HAG
815
HighPoint Advisor Group
Illinois
$305K +$257K +3,377 New
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$303K -$12.2K -161 -4%
PMA
817
Prudent Man Advisors
Illinois
$301K -$79.6K -1,047 -22%
TA
818
Tiedemann Advisors
New York
$300K +$280K +3,689 New
PWM
819
Paulson Wealth Management
Illinois
$299K -$12.1K -159 -4%
MWM
820
Mission Wealth Management
California
$299K +$281K +3,692 New
CWM
821
Circle Wealth Management
New Jersey
$298K – – –
RT
822
Rockland Trust
Massachusetts
$297K -$76.8K -1,010 -22%
SGK
823
Steigerwald Gordon & Koch
Virginia
$292K -$22.5K -296 -8%
AWM
824
Altium Wealth Management
New York
$292K – – –
Bank Julius Baer & Co
825
Bank Julius Baer & Co
Switzerland
$292K +$320K +4,210 New