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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1151
SlateStone Wealth
Florida
$25.1M -$260K -1,716 -0.9%
AF
1152
Alerus Financial
North Dakota
$25M -$410K -2,710 -1%
BC
1153
Burleson & Co
California
$25M -$278K -1,836 -1%
NGA
1154
Naples Global Advisors
Florida
$24.9M +$350K +2,308 +1%
PIM
1155
Penobscot Investment Management
Massachusetts
$24.9M +$84.4K +557 +0.3%
BDF
1156
Balasa Dinverno & Foltz
$24.9M +$51.8K +342 +0.2%
TCM
1157
Thames Capital Management
New Jersey
$24.9M
LW
1158
Linscomb Wealth
Texas
$24.8M -$2.19M -14,430 -7%
OWA
1159
One Wealth Advisors
California
$24.8M +$1.39M +9,184 +5%
Loomis, Sayles & Company
1160
Loomis, Sayles & Company
Massachusetts
$24.7M -$15.2M -100,676 -36%
KJWM
1161
Kiley Juergens Wealth Management
Washington
$24.7M +$9.06M +59,812 +50%
BL
1162
Balentine LLC
Georgia
$24.6M +$14.2M +93,853 +109%
AG
1163
Ascent Group
Virginia
$24.6M +$816K +5,387 +4%
PIP
1164
Peachtree Investment Partners
Florida
$24.6M -$2.19M -14,487 -7%
PCM
1165
Princeton Capital Management
New Jersey
$24.6M +$413K +2,728 +2%
BC
1166
Belmont Capital
California
$24.5M +$119K +785 +0.4%
MBTD
1167
Mechanics Bank - Trust Department
California
$24.5M -$196K -1,291 -0.7%
SP
1168
Symmetry Partners
Connecticut
$24.5M +$5.53M +36,512 +26%
MF
1169
Montis Financial
Massachusetts
$24.5M -$1.73M -11,445 -6%
SAM
1170
Secure Asset Management
Michigan
$24.4M -$328K -2,165 -1%
C
1171
Certuity
Florida
$24.4M +$3.4M +22,427 +14%
IIA
1172
IPG Investment Advisors
California
$24.4M -$630K -4,158 -2%
KWA
1173
KCS Wealth Advisory
California
$24.4M +$22.8M +150,737 +547%
NC
1174
NZS Capital
Colorado
$24.3M -$4.98M -32,867 -16%
MWM
1175
Minot Wealth Management
Massachusetts
$24.3M +$124K +820 +0.5%