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Name Holding Trade Value Shares
Change
Change in
Stake
QI
1326
Qtron Investments
Massachusetts
$1.3M
KFS
1327
Kaizen Financial Strategies
California
$1.3M +$179K +372 +15%
SLWA
1328
San Luis Wealth Advisors
California
$1.3M -$481 -1 -0%
ANTB
1329
AMG National Trust Bank
Colorado
$1.3M +$72.2K +150 +6%
SAM
1330
SP Asset Management
California
$1.3M +$171K +356 +14%
EIA
1331
Eastover Investment Advisors
North Carolina
$1.3M +$91.4K +190 +7%
SW
1332
SlateStone Wealth
Florida
$1.3M +$29.8K +62 +2%
PG
1333
Proffitt & Goodson
Tennessee
$1.3M +$70.2K +146 +5%
MWM
1334
Modera Wealth Management
New Jersey
$1.29M -$1.2M -2,502 -47%
HBT
1335
Heartland Bank & Trust
Illinois
$1.29M +$71.7K +149 +6%
BSI
1336
Bennett Selby Investments
Maine
$1.29M +$1.19M +2,481 +693%
CANC
1337
Culbertson A N & Co
Virginia
$1.28M +$534K +1,110 +65%
MGIA
1338
Moneta Group Investment Advisors
Missouri
$1.28M +$115K +238 +9%
CIM
1339
CIM Investment Management
Pennsylvania
$1.28M -$1.92K -4 -0.1%
IWM
1340
IHT Wealth Management
Illinois
$1.28M +$313K +650 +30%
LRIC
1341
Long Road Investment Counsel
Michigan
$1.28M +$192K +400 +17%
AGP
1342
Autumn Glory Partners
Texas
$1.27M +$1.34M +2,793 New
WA
1343
WP Advisors
California
$1.27M +$113K +235 +9%
GFP
1344
Gryphon Financial Partners
Ohio
$1.27M -$143K -297 -10%
ST
1345
Smithfield Trust
Pennsylvania
$1.26M -$19.7K -41 -1%
GW
1346
GW & Wade
Massachusetts
$1.26M +$962 +2 +0.1%
TC
1347
Trust Company
Kansas
$1.26M +$240K +498 +22%
CAAS
1348
Capital Asset Advisory Services
Michigan
$1.26M -$24.5K -51 -2%
BC
1349
Brookfield Corp
Ontario, Canada
$1.26M +$780K +1,621 +142%
NME
1350
Notis-McConarty Edward
$1.25M