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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1101
IMA Advisory Services
Colorado
$1.34M -$1.17M -5,538 -48%
MBTD
1102
Mechanics Bank - Trust Department
California
$1.33M +$9.29K +44 +0.7%
BTWM
1103
Baker Tilly Wealth Management
Wisconsin
$1.33M -$90.8K -430 -7%
SPC
1104
Stewart & Patten Company
California
$1.33M
WANY
1105
Wealthspire Advisors (New York)
New York
$1.32M +$157K +743 +15%
GIP
1106
Granite Investment Partners
California
$1.31M -$63.3K -300 -5%
TW
1107
TrinityPoint Wealth
Connecticut
$1.31M -$90.3K -428 -7%
LC
1108
LCNB Corp
Ohio
$1.31M +$66.7K +316 +6%
LCM
1109
Lewis Capital Management
California
$1.31M +$1.23M +5,841 New
SIP
1110
Stoneridge Investment Partners
Pennsylvania
$1.31M -$744K -3,525 -38%
EGM
1111
Engineers Gate Manager
New York
$1.31M +$776K +3,676 +171%
PA
1112
Procyon Advisors
Connecticut
$1.31M +$194K +918 +19%
IAS
1113
Investment Advisory Services
Texas
$1.3M -$28.9K -137 -2%
MA
1114
MKT Advisors
California
$1.3M +$1.23M +5,846 New
IF
1115
Ironwood Financial
Arizona
$1.3M -$148K -700 -11%
AG
1116
Ascent Group
Virginia
$1.29M +$1.2M +5,685 New
YIH
1117
Y-Intercept (HK)
Hong Kong
$1.29M -$205K -973 -14%
IWM
1118
IHT Wealth Management
Illinois
$1.29M -$45.6K -216 -4%
CAM
1119
Close Asset Management
United Kingdom
$1.29M -$60.2K -285 -5%
FC
1120
Ferris Capital
Massachusetts
$1.28M -$3.38K -16 -0.3%
BMWM
1121
Brown Miller Wealth Management
Virginia
$1.28M +$95.2K +451 +9%
NCM
1122
Narwhal Capital Management
Georgia
$1.27M -$55.9K -265 -4%
4WM
1123
44 Wealth Management
Oregon
$1.27M +$76.2K +361 +7%
PI
1124
Pettee Investors
Connecticut
$1.27M
TAM
1125
Trust Asset Management
Texas
$1.26M