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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1551
Spirepoint Private Client
Florida
$1.38M +$4.46K +34 +0.3%
VWM
1552
VCI Wealth Management
Missouri
$1.37M -$337K -2,566 -20%
SWM
1553
Shelton Wealth Management
Texas
$1.37M +$92.4K +704 +7%
GWA
1554
Gratus Wealth Advisors
Virginia
$1.37M -$38.6K -294 -3%
CC
1555
Cadinha & Co
Hawaii
$1.37M – – –
SBF
1556
Sara-Bay Financial
Florida
$1.37M – – –
AMIM
1557
Aull & Monroe Investment Management
Alabama
$1.36M -$52.5K -400 -4%
Becker Capital Management
1558
Becker Capital Management
Oregon
$1.36M -$17.3K -132 -1%
LCM
1559
Legato Capital Management
California
$1.35M – – –
BFPW
1560
BOK Financial Private Wealth
Colorado
$1.35M -$105K -803 -7%
SC
1561
Stance Capital
Massachusetts
$1.35M +$60.5K +461 +5%
CSPIA
1562
Cary Street Partners Investment Advisory
Virginia
$1.34M +$60.6K +462 +5%
GHAM
1563
Gilman Hill Asset Management
Connecticut
$1.34M +$131 +1 +0%
First Command Advisory Services
1564
First Command Advisory Services
Texas
$1.34M +$1.05K +8 +0.1%
RBF Capital
1565
RBF Capital
California
$1.34M – – –
HC
1566
Hourglass Capital
Texas
$1.34M +$1.31M +10,000 New
EWA
1567
Etesian Wealth Advisors
Oregon
$1.34M -$116K -885 -8%
FFA
1568
First Foundation Advisors
California
$1.33M +$69.2K +527 +6%
SGI
1569
Summit Global Investments
Utah
$1.33M -$8.18M -62,345 -86%
Kingswood Wealth Advisors
1570
Kingswood Wealth Advisors
California
$1.33M +$224K +1,706 +21%
BIM
1571
Barton Investment Management
Pennsylvania
$1.33M – – –
TCOTS
1572
Trust Company of the South
North Carolina
$1.32M +$57.2K +436 +5%
TCI Wealth Advisors
1573
TCI Wealth Advisors
Arizona
$1.32M +$10.9K +83 +0.8%
ZAM
1574
Zevin Asset Management
Massachusetts
$1.32M +$85.6K +652 +7%
FNC
1575
First National Corp
Massachusetts
$1.32M -$181K -1,380 -12%