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Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
1226
Signature Estate & Investment Advisors
California
$899K -$63.8K -292 -6%
SSWM
1227
Sheets Smith Wealth Management
North Carolina
$897K -$13.3K -61 -1%
AFC
1228
AFT Forsyth & Company
Florida
$896K -$178K -815 -16%
TA
1229
Trellis Advisors
Washington
$893K +$21.8K +100 +2%
EPWM
1230
Essex Private Wealth Management
Massachusetts
$892K -$98.7K -452 -9%
NB
1231
NBT Bank
New York
$892K -$874 -4 -0.1%
AC
1232
Alexandria Capital
Virginia
$890K -$16.4K -75 -2%
SG
1233
StoneX Group
New York
$889K -$15.7K -72 -2%
HT
1234
Heritage Trust
Oklahoma
$889K +$205K +937 +27%
MMHP
1235
Murphy Middleton Hinkle & Parker
Georgia
$888K
WSC
1236
Wellington Shields & Co
New York
$886K +$437 +2 +0%
FMWA
1237
Forvis Mazars Wealth Advisors
Missouri
$884K +$12.9K +59 +1%
LFAS
1238
Level Four Advisory Services
Texas
$883K +$31K +142 +3%
SFSG
1239
Stearns Financial Services Group
North Carolina
$882K -$123K -563 -11%
HWM
1240
Hohimer Wealth Management
Washington
$881K -$428K -1,959 -35%
RBFC
1241
Roman Butler Fullerton & Co
Missouri
$881K -$261K -1,196 -22%
MBTD
1242
Mechanics Bank - Trust Department
California
$880K +$54.6K +250 +6%
HFM
1243
Harvest Fund Management
China
$875K -$54K -247 -5%
MRCM
1244
M&R Capital Management
New Jersey
$874K +$93.9K +430 +11%
SIA
1245
Strategic Investment Advisors
Michigan
$871K +$131K +598 +16%
ACA
1246
Anchor Capital Advisors
Massachusetts
$869K
DI
1247
DAGCO Inc
Ohio
$867K -$52.4K -240 -5%
BMC
1248
Beaton Management Company
Massachusetts
$866K -$21.8K -100 -2%
AF
1249
Aldebaran Financial
$866K +$655 +3 +0.1%
TAM
1250
Tealwood Asset Management
Minnesota
$866K +$933K +4,273 New