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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1126
RWA Wealth Partners
Massachusetts
$319K +$3.86K +16 +1%
YMRC
1127
Yorktown Management & Research Company
Virginia
$317K
IIM
1128
Intact Investment Management
Quebec, Canada
$317K +$96.6K +400 +40%
CCM
1129
Community Capital Management
Florida
$317K +$338K +1,400 New
RWA
1130
Ropes Wealth Advisors
Massachusetts
$315K +$94.6K +392 +39%
CCM
1131
Coldstream Capital Management
Washington
$314K -$57.5K -238 -15%
GLI
1132
Guardian Life Insurance
New York
$314K +$1.45K +6 +0.4%
Fayez Sarofim & Co
1133
Fayez Sarofim & Co
Texas
$312K
HPWM
1134
Highland Private Wealth Management
Washington
$311K -$3.62K -15 -1%
FNT
1135
First National Trust
Pennsylvania
$310K +$35.7K +148 +12%
BFC
1136
Blue Fin Capital
Rhode Island
$309K -$32.8K -136 -9%
AA
1137
Ancora Advisors
Ohio
$308K +$94.1K +390 +40%
QAM
1138
Questar Asset Management
Minnesota
$308K +$329K +1,361 New
SEIA
1139
Signature Estate & Investment Advisors
California
$306K
SLF
1140
Sun Life Financial
Ontario, Canada
$306K +$2.65K +11 +0.8%
VFA
1141
Valeo Financial Advisors
Indiana
$306K +$46.6K +193 +17%
CCA
1142
Conestoga Capital Advisors
Pennsylvania
$301K
TW
1143
TrinityPoint Wealth
Connecticut
$297K +$317K +1,312 New
MME
1144
Meag Munich Ergo
Germany
$296K -$6.28M -26,032 -95%
ERIM
1145
Eagle Ridge Investment Management
Connecticut
$296K -$188K -780 -37%
IWM
1146
IHT Wealth Management
Illinois
$296K -$45.4K -188 -13%
POIA
1147
Pin Oak Investment Advisors
Texas
$296K +$37.9K +157 +14%
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
$294K -$8.93K -37 -3%
AWM
1149
Avior Wealth Management
Nebraska
$294K +$59.1K +245 +23%
CGL
1150
Clarius Group LLC
Washington
$293K +$60.1K +249 +24%