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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
801
Private Trust Company
Ohio
$838K -$90.7K -863 -10%
AWS
802
Atria Wealth Solutions
New York
$835K -$303K -2,882 -27%
PWAM
803
Pinnacle West Asset Management
Wyoming
$832K -$13.7K -130 -2%
PWM
804
Perigon Wealth Management
California
$829K +$93.1K +886 +13%
RPCONE
805
Retirement Planning Company of New England
Rhode Island
$822K +$630 +6 +0.1%
IGAM
806
iA Global Asset Management
Quebec, Canada
$821K -$784K -7,459 -49%
ABC
807
Associated Banc-Corp
Wisconsin
$818K +$5.57K +53 +0.7%
Fisher Asset Management
808
Fisher Asset Management
Washington
$813K -$187K -1,781 -19%
RTC
809
Real Talk Capital
Tennessee
$812K +$210 +2 +0%
TBT
810
Texas Bank & Trust
Texas
$811K -$56.7K -540 -7%
VIG
811
Vienna Insurance Group
Poland
$804K -$302K -2,872 -27%
FCP
812
Fidelis Capital Partners
Florida
$804K -$145K -1,376 -15%
FIA
813
Foundations Investment Advisors
Arizona
$801K -$29.4K -280 -4%
RC
814
Rexford Capital
Texas
$801K +$798K +7,599 New
CAMG
815
CWA Asset Management Group
Florida
$800K -$11K -105 -1%
PWW
816
Pettyjohn Wood & White
Virginia
$799K – – –
CSA
817
Cottage Street Advisors
Massachusetts
$797K -$47.3K -450 -6%
HSA
818
HBK Sorce Advisory
Pennsylvania
$796K -$1.68M -15,997 -68%
WOC
819
West Oak Capital
California
$796K -$63K -600 -7%
CFG
820
Citizens Financial Group
Rhode Island
$792K +$47K +447 +6%
ECP
821
Epacria Capital Partners
Colorado
$791K – – –
BIG
822
Brooklyn Investment Group
New York
$786K +$137K +1,303 +21%
RIA
823
Richwood Investment Advisors
Ohio
$777K – – –
IIM
824
Ipswich Investment Management
Massachusetts
$776K -$5.25K -50 -0.7%
SHGA
825
Sand Hill Global Advisors
California
$775K +$2.1K +20 +0.3%