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Name Holding Trade Value Shares
Change
Change in
Stake
CP
851
Covenant Partners
Tennessee
$810K
ANB
852
Amarillo National Bank
Texas
$807K -$108K -647 -11%
CFGS
853
Concourse Financial Group Securities
Alabama
$804K -$93.4K -559 -9%
LJHT
854
Laurie J. Hall Trustee
$804K
AWA
855
Arkadios Wealth Advisors
Georgia
$803K +$98.9K +592 +12%
FMLI
856
Fukoku Mutual Life Insurance
Japan
$792K +$61.8K +370 +7%
TAM
857
Trust Asset Management
Texas
$790K +$59.3K +355 +7%
VPI
858
Value Partners Investments
Manitoba, Canada
$785K +$169K +1,009 +24%
HWM
859
Hohimer Wealth Management
Washington
$783K +$882K +5,278 New
CAAS
860
Capital Asset Advisory Services
Michigan
$782K -$338K -2,024 -28%
UH
861
Unigestion Holding
Switzerland
$782K -$143K -854 -14%
BFIM
862
Beese Fulmer Investment Management
Ohio
$782K
LWAM
863
Legacy Wealth Asset Management
Minnesota
$780K +$879K +5,258 New
IWC
864
Integrated Wealth Concepts
Massachusetts
$777K
BL
865
Balentine LLC
Georgia
$777K +$399K +2,388 +84%
MPPW
866
Mitchell & Pahl Private Wealth
Oklahoma
$773K -$58.5K -350 -6%
WCA
867
Waypoint Capital Advisors
Minnesota
$773K +$6.02K +36 +0.7%
TRIA
868
Trail Ridge Investment Advisors
Colorado
$766K -$210K -1,256 -20%
JCM
869
Jacobi Capital Management
Pennsylvania
$766K +$35.3K +211 +4%
CSPAM
870
Cary Street Partners Asset Management
Virginia
$765K -$19.4K -116 -2%
IIM
871
Intact Investment Management
Quebec, Canada
$757K +$284K +1,700 +50%
EHC
872
Everett Harris & Co
California
$755K
CDH
873
Charles D. Hyman
$755K +$5.51K +33 +0.7%
MFC
874
Mechanics Financial Corp
Ohio
$747K +$8.69K +52 +1%
CB
875
CNB Bank
Pennsylvania
$745K +$50.6K +303 +6%