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Name Holding Trade Value Shares
Change
Change in
Stake
OC
701
Oakworth Capital
Alabama
$331K
DY
702
Dowling & Yahnke
California
$330K +$71.5K +798 +32%
WWM
703
Western Wealth Management
Colorado
$329K -$34.6K -386 -10%
FCBT
704
First Citizens Bank & Trust
North Carolina
$328K -$1.52M -17,001 -84%
TRCT
705
Tower Research Capital (TRC)
New York
$325K -$222K -2,474 -43%
IP
706
Investment Partners
Ohio
$325K +$1.34K +15 +0.5%
WB
707
West Bancorporation
Iowa
$325K +$293K +3,266 New
WTFG
708
Wells Trecaso Financial Group
Ohio
$324K -$31.4K -350 -10%
TPWA
709
TRUE Private Wealth Advisors
Oregon
$323K +$291K +3,248 New
DCM
710
Donaldson Capital Management
Indiana
$321K -$38.3K -427 -12%
SWM
711
Stockman Wealth Management
Montana
$321K
LSAG
712
Lake Street Advisors Group
New Hampshire
$319K +$11.6K +129 +4%
QI
713
Qtron Investments
Massachusetts
$316K
LNC
714
Lincoln National Corp
Pennsylvania
$315K +$30.2K +337 +12%
FBB
715
Fulton Breakefield Broenniman
Maryland
$312K
SPC
716
Sigma Planning Corp
Michigan
$312K +$280K +3,128 New
MBT
717
Montecito Bank & Trust
California
$311K -$7.35K -82 -3%
HAG
718
HighPoint Advisor Group
Illinois
$311K +$42.9K +479 +17%
BRM
719
Boston Research & Management
Massachusetts
$310K
PFSC
720
Peoples Financial Services Corp
Pennsylvania
$309K
WRM
721
Weybosset Research & Management
Rhode Island
$309K +$278K +3,100 New
NEPPG
722
New England Professional Planning Group
Rhode Island
$309K +$278K +3,104 New
MMA
723
Miracle Mile Advisors
California
$308K -$22K -245 -7%
NNP
724
Nachman Norwood & Parrott
South Carolina
$307K
EWA
725
EP Wealth Advisors
California
$304K +$53.1K +592 +24%