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Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
1001
Birch Hill Investment Advisors
Massachusetts
$2.97M -$13.9K -120 -0.5%
GLA
1002
Good Life Advisors
Pennsylvania
$2.95M -$15.6K -135 -0.5%
SAMC
1003
Spectrum Asset Management (California)
California
$2.94M +$16.2K +140 +0.5%
SFO
1004
Stokes Family Office
Louisiana
$2.93M +$128K +1,108 +4%
PWM
1005
Pacific Wealth Management
California
$2.93M -$125K -1,081 -4%
SFS
1006
Stiles Financial Services
Minnesota
$2.93M +$72K +623 +2%
MAM
1007
Mystic Asset Management
Rhode Island
$2.92M +$342K +2,956 +13%
SWM
1008
Sendero Wealth Management
Texas
$2.91M +$1.03M +8,930 +53%
FIB
1009
First Interstate Bank
Montana
$2.91M -$31.8K -275 -1%
SPFA
1010
Summit Place Financial Advisors
New Jersey
$2.91M -$82.6K -715 -3%
MSA
1011
MUFG Securities Americas
New York
$2.9M +$2.96M +25,603 New
OWA
1012
ORBA Wealth Advisors
Illinois
$2.89M -$22.5K -195 -0.8%
ET
1013
Equitable Trust
Tennessee
$2.88M -$29.2K -253 -1%
LFS
1014
Legacy Financial Strategies
Kansas
$2.88M +$20.8K +180 +0.7%
SMC
1015
Smith, Moore & Co
Missouri
$2.88M -$134K -1,161 -4%
WCM
1016
Whitener Capital Management
North Carolina
$2.88M -$80.9K -700 -3%
WIC
1017
Wilkins Investment Counsel
Massachusetts
$2.87M -$275K -2,384 -9%
CWI
1018
Conscious Wealth Investments
Florida
$2.87M +$51.7K +447 +2%
HI
1019
Horizon Investments
North Carolina
$2.86M +$39.5K +342 +1%
MWM
1020
Mission Wealth Management
California
$2.86M +$33.4K +289 +1%
HBWM
1021
Hollow Brook Wealth Management
New York
$2.84M -$130K -1,124 -4%
GLF
1022
Groupe la Francaise
France
$2.84M +$3.05M +26,383 New
GVAG
1023
Great Valley Advisor Group
Delaware
$2.84M +$23.1K +200 +0.8%
CFMC
1024
Curbstone Financial Management Corp
New Hampshire
$2.84M +$36.5K +316 +1%
DAS
1025
Dynamic Advisor Solutions
Arizona
$2.83M -$519K -4,492 -15%