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Name Holding Trade Value Shares
Change
Change in
Stake
Ayrshire Capital Management
2551
Ayrshire Capital Management
Connecticut
$8.02M +$120K +478 +1%
HFAS
2552
Hummer Financial Advisory Services
Illinois
$8.02M – – –
Essex Savings Bank
2553
Essex Savings Bank
Connecticut
$8.01M -$83.6K -333 -1%
Evanson Financial
2554
Evanson Financial
Virginia
$8M +$8.43M +33,584 New
CMP
2555
Christine Messmer PC
Pennsylvania
$8M +$77.3K +308 +0.9%
BOK Financial Private Wealth
2556
BOK Financial Private Wealth
Colorado
$8M -$512K -2,040 -6%
Redwood Investment Management
2557
Redwood Investment Management
Arizona
$8M +$276K +1,100 +3%
Martel Wealth Advisors
2558
Martel Wealth Advisors
Washington
$7.99M -$102K -408 -1%
Channel Wealth
2559
Channel Wealth
California
$7.99M +$1.66M +6,619 +25%
MBL Wealth
2560
MBL Wealth
North Carolina
$7.98M +$73.3K +292 +0.9%
Harper Investing
2561
Harper Investing
California
$7.98M +$413K +1,645 +5%
Old Second National Bank of Aurora
2562
Old Second National Bank of Aurora
Illinois
$7.95M -$162K -646 -2%
Boston Research & Management
2563
Boston Research & Management
Massachusetts
$7.95M -$54K -215 -0.6%
Parr McKnight Wealth Management Group
2564
Parr McKnight Wealth Management Group
Minnesota
$7.95M -$59.5K -237 -0.7%
Global Wealth Strategies & Associates
2565
Global Wealth Strategies & Associates
Colorado
$7.95M +$6.9M +27,479 +468%
Lumbard & Kellner
2566
Lumbard & Kellner
New Hampshire
$7.95M +$180K +718 +2%
Markowski Investments
2567
Markowski Investments
Florida
$7.92M +$8.35M +33,248 New
BCWM LLC
2568
BCWM LLC
Kansas
$7.9M -$5.1M -20,304 -38%
Norway Savings Bank
2569
Norway Savings Bank
Maine
$7.89M +$87.6K +349 +1%
MOKAN Wealth Management
2570
MOKAN Wealth Management
Kansas
$7.88M +$1.06M +4,226 +15%
Soviero Asset Management
2571
Soviero Asset Management
New York
$7.87M +$1.26M +5,000 +18%
Metavasi Capital
2572
Metavasi Capital
New York
$7.87M +$8.28M +33,000 New
Old Point Trust & Financial Services N A
2573
Old Point Trust & Financial Services N A
Virginia
$7.86M +$30.1K +120 +0.4%
CMG Global Holdings
2574
CMG Global Holdings
Texas
$7.86M +$2.38M +9,475 +40%
Group One Trading
2575
Group One Trading
Illinois
$7.84M -$6.1M -24,316 -42%