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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
826
Canandaigua National Bank & Trust
New York
$3.75M -$90.7K -333 -2%
FMC
827
First Merchants Corp
Indiana
$3.75M -$68.4K -251 -2%
BHWA
828
Beacon Harbor Wealth Advisors
Virginia
$3.74M -$248K -910 -7%
VCA
829
Verdence Capital Advisors
Maryland
$3.72M -$574K -2,108 -14%
SIM
830
Studio Investment Management
Illinois
$3.71M +$126K +462 +4%
LIM
831
Letson Investment Management
Georgia
$3.7M +$3.5M +12,860 New
APP
832
Avantax Planning Partners
Iowa
$3.7M -$102K -376 -3%
MFIM
833
Mesirow Financial Investment Management
Illinois
$3.69M +$3.49M +12,816 New
EF
834
Exeter Financial
Arizona
$3.69M +$89.1K +327 +3%
SSWM
835
Sheets Smith Wealth Management
North Carolina
$3.68M -$142K -520 -4%
GWM
836
GSB Wealth Management
Connecticut
$3.68M -$31.1K -114 -0.9%
FCH
837
Freestone Capital Holdings
Washington
$3.68M -$59.4K -218 -2%
TLP
838
Trinity Legacy Partners
Texas
$3.68M +$9.81K +36 +0.3%
LSAG
839
Lake Street Advisors Group
New Hampshire
$3.67M +$60.5K +222 +2%
LCM
840
Legato Capital Management
California
$3.67M
LIM
841
Leavell Investment Management
Alabama
$3.66M +$361K +1,324 +12%
TMAM
842
Tokio Marine Asset Management
Japan
$3.65M +$151K +554 +5%
LCM
843
Laurion Capital Management
New York
$3.63M +$3.44M +12,611 New
IFWM
844
Institute for Wealth Management
Colorado
$3.63M -$35.7K -131 -1%
Fuller & Thaler Asset Management
845
Fuller & Thaler Asset Management
California
$3.62M +$247K +905 +8%
MWM
846
Mission Wealth Management
California
$3.62M +$278K +1,022 +9%
AMIM
847
Aull & Monroe Investment Management
Alabama
$3.58M -$61K -224 -2%
OPCM
848
Osborne Partners Capital Management
California
$3.56M
KIC
849
Kensington Investment Counsel
California
$3.55M +$488K +1,792 +17%
MG
850
Mather Group
Illinois
$3.53M +$312K +1,146 +10%