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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
801
Fayez Sarofim & Co
Texas
$329K
FB
802
Fulton Bank
Pennsylvania
$328K -$94.1K -1,238 -23%
GP
803
Geneva Partners
Wisconsin
$328K +$307K +4,040 New
PGFC
804
Peapack-Gladstone Financial Corp
New Jersey
$325K -$53.6K -705 -15%
BOTW
805
Bank of the West
California
$321K -$688K -9,056 -70%
DHFB
806
Dixon Hubard Feinour & Brown
Virginia
$320K
TNB
807
TCF National Bank
South Dakota
$320K +$300K +3,950 New
PCA
808
Personal Capital Advisors
California
$319K +$299K +3,939 New
BIAS
809
Beacon Investment Advisory Services
New Jersey
$314K +$294K +3,870 New
FNT
810
First Nebraska Trust
Nebraska
$312K -$11.4K -150 -4%
Capital Research Global Investors
811
Capital Research Global Investors
California
$309K +$1.98K +26 +0.7%
FPGK
812
Financial Partners Group (Kansas)
Kansas
$306K -$42.3K -556 -13%
VFA
813
Valeo Financial Advisors
Indiana
$306K -$2.51K -33 -0.9%
HAG
814
HighPoint Advisor Group
Illinois
$305K +$257K +3,377 New
SVWAG
815
Sound View Wealth Advisors Group
Georgia
$303K -$12.2K -161 -4%
PMA
816
Prudent Man Advisors
Illinois
$301K -$79.6K -1,047 -22%
TA
817
Tiedemann Advisors
New York
$300K +$280K +3,689 New
PWM
818
Paulson Wealth Management
Illinois
$299K -$12.1K -159 -4%
MWM
819
Mission Wealth Management
California
$299K +$281K +3,692 New
CWM
820
Circle Wealth Management
New Jersey
$298K
RT
821
Rockland Trust
Massachusetts
$297K -$76.8K -1,010 -22%
SGK
822
Steigerwald Gordon & Koch
Virginia
$292K -$22.5K -296 -8%
AWM
823
Altium Wealth Management
New York
$292K
Bank Julius Baer & Co
824
Bank Julius Baer & Co
Switzerland
$292K +$320K +4,210 New
QI
825
Qtron Investments
Massachusetts
$291K