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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1026
Blue Investment Partners
California
$37.2M -$266K -1,463 -0.7%
CAG
1027
Csenge Advisory Group
Florida
$37.2M +$5.06M +27,806 +15%
ET
1028
Equitable Trust
Tennessee
$37.1M +$2.24M +12,293 +6%
CBTWT
1029
Community Bank & Trust (Waco, Texas)
Texas
$37.1M -$251K -1,378 -0.6%
AFG
1030
Atomi Financial Group
New York
$37M +$4.6M +25,292 +13%
ECM
1031
Estabrook Capital Management
New York
$36.8M -$1.32M -7,281 -3%
CM
1032
Churchill Management
California
$36.7M +$4.43M +24,362 +13%
BCP
1033
Blue Chip Partners
Michigan
$36.7M -$1.39M -7,651 -3%
CCG
1034
Cypress Capital Group
Florida
$36.7M -$712K -3,913 -2%
RG
1035
Renaissance Group
Kentucky
$36.7M -$620K -3,411 -2%
LSPW
1036
Lake Street Private Wealth
Illinois
$36.6M -$405K -2,228 -1%
VWM
1037
Valley Wealth Managers
New Jersey
$36.5M -$1.51M -8,302 -4%
BA
1038
Bristlecone Advisors
Washington
$36.5M -$708K -3,891 -2%
TF
1039
Tompkins Financial
New York
$36.5M -$3.82K -21 -0%
GIA
1040
Gladstone Institutional Advisory
Florida
$36.5M -$7.19M -39,568 -16%
PFS
1041
Physicians Financial Services
North Carolina
$36.5M -$11.8K -65 -0%
TSW
1042
Thompson Siegel & Walmsley
Virginia
$36.4M -$5.04M -27,692 -12%
TCOT
1043
Trust Company of Toledo
Ohio
$36.3M +$538K +2,957 +1%
IF
1044
Ironwood Financial
Arizona
$36.3M -$1.08M -5,923 -3%
MIA
1045
MainStreet Investment Advisors
Illinois
$36.3M -$2.94M -16,144 -7%
PIA
1046
Petredis Investment Advisors
Pennsylvania
$36.3M +$836K +4,596 +2%
SAM
1047
Secure Asset Management
Michigan
$36M -$694K -3,817 -2%
AAIM
1048
American Assets Investment Management
California
$36M
RPC
1049
Rossmore Private Capital
Connecticut
$35.9M -$1.87M -10,294 -5%
BWFA
1050
Baltimore-Washington Financial Advisors
Maryland
$35.9M +$721K +3,967 +2%