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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1251
Probity Advisors
Texas
$616K +$39.1K +141 +6%
TCPW
1252
Twin City Private Wealth
North Carolina
$614K +$26.9K +97 +4%
KF
1253
KKM Financial
Illinois
$614K
CAM
1254
Cidel Asset Management
Ontario, Canada
$614K +$269K +972 +63%
NP
1255
NorthRock Partners
Minnesota
$613K -$159K -574 -19%
MCM
1256
Manchester Capital Management
Vermont
$612K -$34.9K -126 -5%
LCM
1257
LCM Capital Management
Illinois
$610K +$6.65K +24 +1%
JTF
1258
J. Team Financial
Texas
$608K +$62.9K +227 +10%
AA
1259
Advisory Advocates
Michigan
$605K +$296K +1,070 +75%
PIA
1260
Perennial Investment Advisors
California
$603K +$242K +874 +54%
BCP
1261
Blue Chip Partners
Michigan
$598K -$311K -1,123 -31%
FPL
1262
Fortress Private Ledger
North Carolina
$597K -$137K -493 -17%
CCFM
1263
Clear Creek Financial Management
Washington
$596K -$116K -419 -15%
MA
1264
Mezzasalma Advisors
New Jersey
$593K -$82K -296 -11%
HTC
1265
Haverford Trust Company
Pennsylvania
$593K -$181K -652 -21%
TPI
1266
Trust Point Inc
Wisconsin
$590K -$59.8K -216 -8%
MO
1267
McMillan Office
Michigan
$589K
CT
1268
Caldwell Trust
Florida
$588K -$184K -666 -22%
CCM
1269
Crew Capital Management
Ohio
$585K +$1.66K +6 +0.2%
AP
1270
Appleton Partners
Massachusetts
$585K -$260K -940 -28%
TCM
1271
Traub Capital Management
Massachusetts
$585K +$108K +390 +19%
OFS
1272
OneAscent Financial Services
Alabama
$585K +$162K +585 +32%
BBA
1273
BLB&B Advisors
Pennsylvania
$583K -$131K -474 -16%
FFM
1274
Forum Financial Management
Illinois
$582K -$484K -1,747 -42%
FCP
1275
Fidelis Capital Partners
Florida
$581K -$235K -848 -26%