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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
851
Wealthspire Advisors (New York)
New York
$3.95M +$2.03M +17,844 +97%
CBN
852
Cadence Bank NA
Texas
$3.92M -$157K -1,382 -4%
UCMOK
853
United Capital Management of KS
Kansas
$3.91M +$101K +890 +3%
EF
854
Empirical Finance
Pennsylvania
$3.9M +$218K +1,923 +6%
ANTB
855
AMG National Trust Bank
Colorado
$3.9M +$117K +1,034 +3%
LDB
856
Lee, Danner & Bass
Tennessee
$3.89M +$56.6K +498 +1%
SA
857
Strategic Advisors
New York
$3.87M -$61K -537 -1%
IWC
858
Integrated Wealth Concepts
Massachusetts
$3.87M +$26.9K +237 +0.7%
MWM
859
Mattern Wealth Management
Kansas
$3.86M -$58.5K -515 -1%
SWA
860
Stratos Wealth Advisors
Ohio
$3.86M -$29.9K -263 -0.7%
BCM
861
Brookmont Capital Management
Texas
$3.85M +$7.38K +65 +0.2%
GBT
862
Grove Bank & Trust
Florida
$3.84M -$17.6K -155 -0.4%
MIC
863
Means Investment Company
Maine
$3.81M +$6.36K +56 +0.2%
AWE
864
Avidian Wealth Enterprises
Texas
$3.81M +$249K +2,196 +7%
FAP
865
Financial Advisory Partners
Florida
$3.8M +$120K +1,061 +3%
QIM
866
Quest Investment Management
Oregon
$3.79M -$8.35M -73,522 -68%
TCM
867
Telos Capital Management
California
$3.76M -$114K -1,000 -3%
UF
868
Univest Financial
Pennsylvania
$3.75M +$142K +1,252 +4%
NG
869
NatWest Group
United Kingdom
$3.73M +$199K +1,756 +5%
SFG
870
SevenBridge Financial Group
Pennsylvania
$3.72M +$57.2K +504 +1%
SF
871
Symphony Financial
Texas
$3.72M -$18.3K -161 -0.5%
MMG
872
Monetary Management Group
Missouri
$3.71M -$45.4K -400 -1%
WS
873
Wedbush Securities
California
$3.69M -$6.25K -55 -0.2%
SICM
874
Sustainable Insight Capital Management
New York
$3.68M -$3.35M -29,500 -46%
NERM
875
New England Research & Management
Illinois
$3.68M +$330K +2,905 +9%