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Name Holding Trade Value Shares
Change
Change in
Stake
PT
951
Plimoth Trust
Massachusetts
$3.19M +$44.8K +420 +1%
WTA
952
Washington Trust Advisors
Massachusetts
$3.18M
BFO
953
Biltmore Family Office
North Carolina
$3.16M -$504K -4,731 -14%
MPIA
954
Mountain Pacific Investment Advisers
Idaho
$3.14M -$31.9K -299 -1%
IWM
955
IHT Wealth Management
Illinois
$3.13M +$386K +3,617 +14%
HHAA
956
Henry H. Armstrong Associates
Pennsylvania
$3.13M -$53.3K -500 -2%
FIB
957
First Interstate Bank
Montana
$3.12M -$29.8K -280 -1%
BCP
958
Blackhawk Capital Partners
Wisconsin
$3.1M
WAM
959
Weatherly Asset Management
California
$3.1M -$117K -1,095 -4%
BIAS
960
Beacon Investment Advisory Services
New Jersey
$3.1M +$65K +610 +2%
DAS
961
Dynamic Advisor Solutions
Arizona
$3.1M -$161K -1,513 -5%
HIA
962
Harbor Investment Advisory
Maryland
$3.1M -$32.5K -305 -1%
1IA
963
1834 Investment Advisors
Wisconsin
$3.08M -$115K -1,075 -4%
BCFS
964
Butensky & Cohen Financial Security
Florida
$3.08M -$83.1K -780 -3%
OHWP
965
Oak Harbor Wealth Partners
North Carolina
$3.07M
JCM
966
Janney Capital Management
Pennsylvania
$3.06M +$3M +28,111 New
SMC
967
Smith, Moore & Co
Missouri
$3.06M -$18K -169 -0.6%
PTC
968
Private Trust Company
Ohio
$3.06M -$66.6K -625 -2%
ATPW
969
Ashton Thomas Private Wealth
Arizona
$3.05M +$534K +5,011 +22%
TPCW
970
TD Private Client Wealth
New York
$3.05M -$2.59M -24,300 -46%
ESCM
971
Echo Street Capital Management
New York
$3.05M -$3.42M -32,067 -53%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$3.02M +$30.9K +290 +1%
HAIM
973
Hunter Associates Investment Management
Pennsylvania
$3.01M -$42.5K -399 -1%
CG
974
Caprock Group
Idaho
$3M +$382K +3,580 +15%
BAM
975
Belpointe Asset Management
Nevada
$3M -$985K -9,236 -25%