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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1076
Stiles Financial Services
Minnesota
$2.44M +$204K +1,911 +9%
TBNY
1077
Trustco Bank (New York)
New York
$2.43M -$5.33K -50 -0.2%
NGA
1078
Naples Global Advisors
Florida
$2.43M -$19.7K -185 -0.8%
AL
1079
Aspiriant LLC
California
$2.42M +$328K +3,080 +16%
WWM
1080
Western Wealth Management
Colorado
$2.42M +$8.53K +80 +0.4%
SVWAG
1081
Sound View Wealth Advisors Group
Georgia
$2.42M -$291K -2,727 -11%
HBWM
1082
Hollow Brook Wealth Management
New York
$2.41M +$33.8K +317 +1%
KC
1083
Kinloch Capital
Virginia
$2.4M -$26K -244 -1%
FHB
1084
First Hawaiian Bank
Hawaii
$2.38M -$162K -1,518 -6%
SCA
1085
STALEY CAPITAL ADVISERS
Pennsylvania
$2.38M -$488K -4,576 -17%
CCFCSB
1086
Cape Cod Five Cents Savings Bank
Massachusetts
$2.37M -$14.1K -132 -0.6%
LFS
1087
Legacy Financial Strategies
Kansas
$2.37M +$229K +2,151 +11%
DJSG
1088
D.J. St. Germain
Massachusetts
$2.36M +$2.31M +21,625 New
DDC
1089
DF Dent & Co
Maryland
$2.36M -$2.67K -25 -0.1%
EWA
1090
EverSource Wealth Advisors
Alabama
$2.36M +$1.65M +15,519 +255%
BPWM
1091
Badgley Phelps Wealth Managers
Washington
$2.35M +$49.6K +465 +2%
SAM
1092
Simplify Asset Management
Nevada
$2.34M +$1.39M +13,076 +156%
SPC
1093
Sigma Planning Corp
Michigan
$2.34M -$592K -5,553 -21%
FB
1094
Fulton Bank
Pennsylvania
$2.34M +$44K +413 +2%
TNB
1095
Thomasville National Bank
Georgia
$2.33M -$18.9K -177 -0.8%
ZCI
1096
Zevenbergen Capital Investments
Washington
$2.32M +$13.9K +130 +0.6%
CT
1097
Colonial Trust
South Carolina
$2.32M +$11.4K +107 +0.5%
KC
1098
Kenfarb & Co
Kentucky
$2.3M -$36.6K -343 -2%
STB
1099
S&T Bank
Pennsylvania
$2.3M -$17.5K -164 -0.8%
GWM
1100
GSB Wealth Management
Connecticut
$2.3M +$138K +1,297 +7%