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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1051
Essex Financial Services
Connecticut
$1.6M -$20.9K -91 -1%
CAM
1052
Carret Asset Management
New York
$1.6M – – –
CGL
1053
Clarius Group LLC
Washington
$1.59M – – –
FBFS
1054
First Business Financial Services
Wisconsin
$1.59M +$44.8K +195 +3%
SAM
1055
S.A. Mason
Michigan
$1.59M -$22.7K -99 -1%
SKK
1056
Shepherd Kaplan Krochuk
Massachusetts
$1.59M +$1.27M +5,524 +530%
EWA
1057
Encompass Wealth Advisors
Oregon
$1.59M – – –
CG
1058
Caprock Group
Idaho
$1.59M +$96.3K +419 +7%
IC
1059
Inscription Capital
Texas
$1.58M -$284K -1,238 -16%
RCAG
1060
Rehmann Capital Advisory Group
Michigan
$1.58M +$314K +1,365 +26%
AAS
1061
Ameritas Advisory Services
Nebraska
$1.58M +$82.7K +360 +6%
DCM
1062
Dupont Capital Management
Delaware
$1.57M +$102K +443 +7%
MIM
1063
Moseley Investment Management
Florida
$1.57M -$87.8K -382 -6%
SS
1064
Simplicity Solutions
Minnesota
$1.57M -$335K -1,460 -18%
DCM
1065
Davidson Capital Management
Texas
$1.57M +$553K +2,405 +59%
MJRIC
1066
Mogy Joel R Investment Counsel
California
$1.56M -$6.2K -27 -0.4%
SCA
1067
Snowden Capital Advisors
New York
$1.56M +$846K +3,680 +132%
IA
1068
IFP Advisors
Florida
$1.56M +$1.15M +4,997 +99%
BFPW
1069
BOK Financial Private Wealth
Colorado
$1.56M -$323K -1,407 -18%
YWP
1070
YorkBridge Wealth Partners
New York
$1.56M – – –
CCFP
1071
Charles Carroll Financial Partners
Massachusetts
$1.55M +$1.48M +6,425 New
BAM
1072
Bellevue Asset Management
Washington
$1.55M – – –
OFG
1073
OmniStar Financial Group
North Carolina
$1.55M +$34.7K +151 +2%
NIM
1074
Northeast Investment Management
Massachusetts
$1.54M -$14.7K -64 -1%
EM
1075
Excalibur Management
Massachusetts
$1.54M – – –