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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
2101
Independence Bank of Kentucky
Kentucky
$624K +$89.5K +305 +17%
WT
2102
Washington Trust
Rhode Island
$624K -$10.3K -35 -2%
AM
2103
Atwater Malick
Pennsylvania
$622K
AIC
2104
Argus Investors Counsel
New York
$621K -$1.76K -6 -0.3%
NF
2105
Nikulski Financial
Iowa
$620K -$41.1K -140 -6%
PCM
2106
Park Capital Management
Wisconsin
$620K -$43.7K -149 -7%
CBT
2107
Crews Bank & Trust
Florida
$619K +$17.6K +60 +3%
CW
2108
CrossGen Wealth
North Carolina
$618K +$597K +2,034 New
HI
2109
Hoey Investments
Pennsylvania
$617K +$199K +677 +50%
RB
2110
Renasant Bank
Mississippi
$617K -$63.4K -216 -10%
W
2111
WorthPointe
California
$613K -$46.9K -160 -7%
NG
2112
Novem Group
New York
$613K -$6.46K -22 -1%
AFG
2113
Albion Financial Group
Utah
$613K
CP
2114
Castleview Partners
Texas
$613K +$592K +2,016 New
SIG
2115
Sky Investment Group
Connecticut
$610K +$11.2K +38 +2%
TDB
2116
Thompson David Blair
$610K +$589K +2,007 New
IA
2117
Inspire Advisors
Idaho
$609K +$148K +503 +33%
FC
2118
FCA Corp
Texas
$608K
GCIA
2119
Gabelli & Co Investment Advisers
New York
$608K
SAG
2120
Susquehanna Advisors Group
Pennsylvania
$608K +$587K +2,000 New
HTC
2121
Haverford Trust Company
Pennsylvania
$607K +$138K +470 +31%
GCP
2122
GSA Capital Partners
United Kingdom
$605K -$235K -800 -29%
RFP
2123
Root Financial Partners
California
$604K +$102K +346 +21%
SA
2124
Sonoma Allocations
California
$604K -$81K -276 -14%
NLWP
2125
Next Level Wealth Planning
Idaho
$603K