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Name Holding Trade Value Shares
Change
Change in
Stake
OC
701
Oakworth Capital
Alabama
$304K
GW
702
GW & Wade
Massachusetts
$303K -$7.77K -91 -3%
GIM
703
Groesbeck Investment Management
New Jersey
$303K
FPFS
704
First Personal Financial Services
North Carolina
$301K -$6.41K -75 -2%
QCM
705
Quantinno Capital Management
New York
$301K +$289K +3,379 New
MMA
706
Miracle Mile Advisors
California
$297K +$18.4K +215 +7%
AF
707
Advisornet Financial
Minnesota
$294K -$9.14K -107 -3%
BP
708
BBR Partners
New York
$294K
CFB
709
Cullen/Frost Bankers
Texas
$291K +$20.5K +240 +8%
TW
710
TrinityPoint Wealth
Connecticut
$291K +$32K +375 +12%
IP
711
Investment Partners
Ohio
$289K +$1.2K +14 +0.4%
SWM
712
Stockman Wealth Management
Montana
$287K
MBT
713
Montecito Bank & Trust
California
$285K -$1M -11,706 -79%
LPT
714
Legacy Private Trust
Wisconsin
$285K
IWM
715
IHT Wealth Management
Illinois
$284K +$273K +3,195 New
QI
716
Qtron Investments
Massachusetts
$282K -$1.37K -16 -0.5%
BOPW
717
Brandywine Oak Private Wealth
Pennsylvania
$282K +$271K +3,175 New
GC
718
Grimes & Company
Massachusetts
$280K -$15.1K -177 -5%
RAM
719
Roanoke Asset Management
New Jersey
$279K
FBB
720
Fulton Breakefield Broenniman
Maryland
$279K +$267K +3,130 New
JCM
721
Janney Capital Management
Pennsylvania
$279K +$268K +3,137 New
BRM
722
Boston Research & Management
Massachusetts
$277K
PFSC
723
Peoples Financial Services Corp
Pennsylvania
$276K
NNP
724
Nachman Norwood & Parrott
South Carolina
$274K -$11.7K -137 -4%
FB
725
Fulton Bank
Pennsylvania
$274K