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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1076
Sandbox Financial Partners
Maryland
$37.4M +$133K +721 +0.4%
CCWM
1077
Cassaday & Co Wealth Management
Virginia
$37.4M +$38.6K +209 +0.1%
CB
1078
Cadence Bank
Mississippi
$37.4M -$412K -2,233 -1%
PCM
1079
Pennsylvania Capital Management
Pennsylvania
$37.4M -$5.33M -28,844 -13%
NAMP
1080
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$37.4M -$135K -730 -0.4%
NFG
1081
Nations Financial Group
Iowa
$37.3M -$534K -2,891 -1%
TYCC
1082
Texas Yale Capital Corp
Florida
$37.3M +$4.62K +25 +0%
JWM
1083
Jackson Wealth Management
Florida
$37.2M +$138K +748 +0.4%
KFGK
1084
Keystone Financial Group (Kentucky)
Kentucky
$37.2M -$705K -3,816 -2%
BCAM
1085
Boston Common Asset Management
Massachusetts
$37.2M -$2.13M -11,520 -6%
RSVP
1086
Ramsay Stattman Vela & Price
Colorado
$37.1M -$641K -3,473 -2%
SAM
1087
SP Asset Management
California
$37.1M +$633K +3,428 +2%
SPC
1088
Stewart & Patten Company
California
$37M -$581K -3,147 -2%
OWA
1089
One Wealth Advisors
California
$37M +$4.98M +26,950 +16%
GAM
1090
Griffin Asset Management
New York
$37M -$515K -2,787 -1%
GAB
1091
German American Bancorp
Indiana
$37M -$2.77K -15 -0%
RWA
1092
Roberts Wealth Advisors
California
$36.8M -$167K -907 -1%
AMCA
1093
Arthur M. Cohen & Associates
Illinois
$36.7M -$1.18M -6,405 -3%
AFG
1094
Atomi Financial Group
New York
$36.7M +$9.98M +54,078 +40%
PCA
1095
Pallas Capital Advisors
Massachusetts
$36.7M -$261K -1,413 -0.7%
WTB
1096
Washington Trust Bank
Washington
$36.6M -$859K -4,652 -2%
MCCA
1097
Mill Creek Capital Advisors
Pennsylvania
$36.6M +$4.14M +22,412 +13%
NS
1098
NBC Securities
Alabama
$36.6M -$1.05M -5,706 -3%
SC
1099
Saybrook Capital
North Carolina
$36.6M -$169K -913 -0.5%
CM
1100
Churchill Management
California
$36.5M -$739K -4,000 -2%