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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1026
BFSG LLC
California
$3.85M +$96K +175 +2%
PC
1027
Promethos Capital
Massachusetts
$3.83M
VFA
1028
Valeo Financial Advisors
Indiana
$3.83M +$714K +1,302 +21%
CCM
1029
Canal Capital Management
Virginia
$3.83M -$18.6K -34 -0.5%
EFS
1030
Essex Financial Services
Connecticut
$3.82M -$1.27M -2,312 -23%
FWTB
1031
First Western Trust Bank
Colorado
$3.8M -$719K -1,311 -15%
WAP
1032
Wealthcare Advisory Partners
Pennsylvania
$3.78M -$103K -188 -3%
GBT
1033
Grove Bank & Trust
Florida
$3.76M +$898K +1,637 +29%
KIA
1034
Knollwood Investment Advisory
Maryland
$3.75M
RWA
1035
Roberts Wealth Advisors
California
$3.74M +$149K +272 +4%
HBT
1036
Hills Bank & Trust
Iowa
$3.74M -$47.2K -86 -1%
GIA
1037
Gladstone Institutional Advisory
Florida
$3.72M -$969K -1,766 -20%
FA
1038
Fagan Associates
New York
$3.71M +$184K +336 +5%
SLWA
1039
San Luis Wealth Advisors
California
$3.69M +$191K +348 +5%
CWP
1040
Cyndeo Wealth Partners
Florida
$3.68M +$214K +390 +6%
WTC
1041
WhitTier Trust Company
Nevada
$3.66M -$501K -913 -11%
STA
1042
Summit Trail Advisors
New York
$3.66M +$244K +444 +7%
SCM
1043
Silvant Capital Management
Georgia
$3.64M -$107K -196 -3%
SIP
1044
Stoneridge Investment Partners
Pennsylvania
$3.64M -$1.01M -1,847 -21%
RAM
1045
Readystate Asset Management
Illinois
$3.63M +$3.85M +7,019 New
CNBT
1046
Canandaigua National Bank & Trust
New York
$3.63M +$376K +685 +11%
OPW
1047
Osprey Private Wealth
New York
$3.63M +$3.84M +7,002 New
SC
1048
Settian Capital
New York
$3.62M
CIP
1049
Chartwell Investment Partners
Pennsylvania
$3.62M
PFS
1050
Physicians Financial Services
North Carolina
$3.62M -$4.94K -9 -0.1%