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Name Holding Trade Value Shares
Change
Change in
Stake
RB
1051
Renasant Bank
Mississippi
$317K -$9.04K -77 -3%
SIM
1052
SSI Investment Management
California
$317K
FDS
1053
First Dallas Securities
Texas
$316K -$26.4K -225 -7%
GT
1054
Glenview Trust
Kentucky
$315K
MAFM
1055
Mid Atlantic Financial Management
Pennsylvania
$314K -$17.6K -150 -5%
IWC
1056
Integrated Wealth Concepts
Massachusetts
$314K +$62.3K +531 +23%
IHL
1057
Investment House LLC
California
$313K -$587 -5 -0.2%
RWM
1058
RBA Wealth Management
California
$311K -$14.1K -120 -4%
FHB
1059
First Hawaiian Bank
Hawaii
$311K +$32.5K +277 +11%
SIG
1060
Sky Investment Group
Connecticut
$310K -$4.11K -35 -1%
H
1061
HoyleCohen
California
$309K -$8.22K -70 -2%
CI
1062
Conning Inc
Connecticut
$309K +$325K +2,768 New
GJIC
1063
Gamble Jones Investment Counsel
California
$307K
IFWM
1064
Institute for Wealth Management
Colorado
$306K -$15.4K -131 -5%
TIA
1065
Traphagen Investment Advisors
New Jersey
$301K
SAG
1066
Spotlight Asset Group
Illinois
$301K -$29.5K -251 -9%
GP
1067
Girard Partners
Pennsylvania
$301K
RFN
1068
RDA Financial Network
Iowa
$299K +$36.2K +308 +13%
IUHSA
1069
Itau Unibanco Holding S.A.
Brazil
$296K -$206K -1,753 -40%
BZWA
1070
Blue Zone Wealth Advisors
California
$296K +$23.5K +200 +8%
GW
1071
GW & Wade
Massachusetts
$295K +$81.9K +698 +36%
AFM
1072
Abbot Financial Management
Massachusetts
$294K +$98.4K +838 +47%
PCTC
1073
Perkins Coie Trust Company
Washington
$293K -$9.16K -78 -3%
MMG
1074
Monetary Management Group
Missouri
$293K +$103K +875 +50%
PTC
1075
Philadelphia Trust Company
Pennsylvania
$292K -$117K -1,000 -28%