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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
1276
Cape Ann Savings Bank
Massachusetts
$1.05M +$23K +72 +2%
BWM
1277
BerganKDV Wealth Management
Minnesota
$1.05M -$210K -658 -17%
WAS
1278
WESPAC Advisors SoCal
California
$1.05M -$14.4K -45 -1%
PG
1279
Proffitt & Goodson
Tennessee
$1.05M +$33.9K +106 +4%
VCM
1280
Violich Capital Management
California
$1.05M
CIA
1281
Choate Investment Advisors
Massachusetts
$1.05M +$209K +652 +27%
LTI
1282
Laffer Tengler Investments
Tennessee
$1.04M +$277K +866 +39%
PFG
1283
Peterson Financial Group
Iowa
$1.04M -$538K -1,681 -35%
SM
1284
STF Management
Texas
$1.04M +$990K +3,095 New
GW
1285
GW & Wade
Massachusetts
$1.04M +$110K +343 +12%
VFA
1286
Valeo Financial Advisors
Indiana
$1.04M +$338K +1,056 +52%
RWA
1287
Ropes Wealth Advisors
Massachusetts
$1.03M +$91.5K +286 +10%
PFS
1288
Prospera Financial Services
Texas
$1.03M +$34.5K +108 +4%
PA
1289
Procyon Advisors
Connecticut
$1.03M +$388K +1,214 +66%
OIA
1290
Optimum Investment Advisors
Illinois
$1.03M -$286K -895 -23%
AFS
1291
Aft Forsyth & Sober
Florida
$1.03M
EIA
1292
Eastover Investment Advisors
North Carolina
$1.03M +$20.1K +63 +2%
CAG
1293
Csenge Advisory Group
Florida
$1.02M +$28.5K +89 +3%
SAM
1294
S.A. Mason
Michigan
$1.02M -$14.4K -45 -1%
FIM
1295
Freedom Investment Management
Connecticut
$1.02M +$3.84K +12 +0.4%
CT
1296
Chicago Trust
Illinois
$1.02M -$90.2K -282 -9%
KMWM
1297
Keudell/Morrison Wealth Management
Oregon
$1.02M -$234K -731 -19%
EHWM
1298
Eads & Heald Wealth Management
Georgia
$1.02M +$153K +477 +19%
SWS
1299
SYSTM Wealth Solutions
Illinois
$1.02M +$967K +3,022 New
BHCM
1300
Brevan Howard Capital Management
Jersey
$1.02M +$114K +357 +13%