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Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1001
First Hawaiian Bank
Hawaii
$2.6M -$43.3K -159 -2%
WOC
1002
West Oak Capital
California
$2.6M -$69.5K -255 -3%
AAM
1003
Auxier Asset Management
Oregon
$2.6M -$102K -375 -4%
PCM
1004
Princeton Capital Management
New Jersey
$2.6M -$20.4K -75 -0.8%
CAG
1005
Crestwood Advisors Group
Massachusetts
$2.6M +$22.3K +82 +0.9%
FTDI
1006
First Trust Direct Indexing
Massachusetts
$2.59M +$442K +1,621 +22%
ZCM
1007
Ziegler Capital Management
Illinois
$2.59M -$173K -634 -7%
CA
1008
CSM Advisors
Pennsylvania
$2.58M -$18.5K -68 -0.8%
AWC
1009
Abundance Wealth Counselors
Pennsylvania
$2.58M +$15.3K +56 +0.6%
PA
1010
Parallel Advisors
California
$2.58M -$122K -446 -5%
DBIA
1011
Dumont & Blake Investment Advisors
New Jersey
$2.57M -$95.6K -351 -4%
WANY
1012
Wealthspire Advisors (New York)
New York
$2.57M -$53.1K -195 -2%
TCA
1013
Trifecta Capital Advisors
Illinois
$2.56M +$131K +482 +6%
CCA
1014
Criterion Capital Advisors
Tennessee
$2.55M +$2.42M +8,865 New
MCC
1015
Money Concepts Capital
Florida
$2.55M -$32.4K -119 -1%
VWMG
1016
Virginia Wealth Management Group
Virginia
$2.55M -$623K -2,285 -21%
SHFA
1017
SS&H Financial Advisors
Michigan
$2.55M +$504K +1,850 +26%
ISWM
1018
Independent Solutions Wealth Management
New York
$2.54M +$73.8K +271 +3%
GD
1019
Grandfield & Dodd
New York
$2.54M -$131K -480 -5%
BFM
1020
Boston Financial Management
Massachusetts
$2.53M -$128K -470 -5%
AMCA
1021
Arthur M. Cohen & Associates
Illinois
$2.53M -$27.2K -100 -1%
SSB
1022
Sandy Spring Bank
Maryland
$2.51M -$216K -792 -8%
PS
1023
Pensionfund Sabic
Netherlands
$2.51M
CIG
1024
Cullen Investment Group
Louisiana
$2.5M +$2.37M +8,689 New
FAIM
1025
Financial Advocates Investment Management
Washington
$2.5M +$139K +511 +6%