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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1001
Harfst & Associates
Wyoming
$4.19M -$47.9K -99 -1%
SFA
1002
Sequoia Financial Advisors
Ohio
$4.17M -$425K -877 -10%
WAP
1003
Wealthcare Advisory Partners
Pennsylvania
$4.16M -$406K -838 -10%
FFB
1004
First Financial Bankshares
Texas
$4.16M +$151K +312 +4%
NTIC
1005
Napean Trading & Investment Company
Singapore
$4.15M -$3.57M -7,380 -50%
ERWM
1006
Elk River Wealth Management
Colorado
$4.15M
NG
1007
Norden Group
Utah
$4.13M -$443K -915 -11%
SC
1008
Scholtz & Company
Connecticut
$4.13M -$4.36K -9 -0.1%
CCM
1009
Canal Capital Management
Virginia
$4.13M +$256K +528 +8%
DRS
1010
Deane Retirement Strategies
Louisiana
$4.13M +$1.3M +2,694 +57%
RWA
1011
Roberts Wealth Advisors
California
$4.12M +$127K +262 +4%
PC
1012
Promethos Capital
Massachusetts
$4.11M +$2.51M +5,193 +235%
LSPW
1013
Lake Street Private Wealth
Illinois
$4.1M +$158K +327 +5%
RVPG
1014
Relative Value Partners Group
$4.1M +$3.31M +6,833 +1,240%
GSWM
1015
Greenup Street Wealth Management
Michigan
$4.1M +$3.57M +7,372 New
AA
1016
ALPS Advisors
Colorado
$4.08M -$138K -284 -4%
VT
1017
Vise Technologies
New York
$4.08M -$343K -708 -9%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$4.08M +$839K +1,733 +31%
HBT
1019
Hills Bank & Trust
Iowa
$4.06M +$27.6K +57 +0.8%
ADL
1020
Asset Dedication LLC
California
$4.05M -$93.5K -193 -3%
BL
1021
BFSG LLC
California
$4.04M -$457K -944 -11%
KIA
1022
Knollwood Investment Advisory
Maryland
$4.03M +$48.4K +100 +1%
BP
1023
Ballentine Partners
Massachusetts
$4.02M -$101K -209 -3%
1832 Asset Management
1024
1832 Asset Management
Ontario, Canada
$4.02M -$32.3M -66,707 -90%
SCM
1025
Silvant Capital Management
Georgia
$4.02M -$46.5K -96 -1%