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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1426
Versant Capital Management
Arizona
$587K -$13.3K -320 -2%
BWFM
1427
Bridgewater Wealth & Financial Management
Maryland
$585K +$2.5K +60 +0.5%
CBN
1428
Cadence Bank NA
Texas
$584K +$4.17K +100 +0.8%
CAW
1429
Cornerstone Advisors (Washington)
Washington
$584K +$11.7K +280 +2%
BTW
1430
Boston Trust Walden
Massachusetts
$582K +$118K +2,820 +27%
NQWM
1431
Northwest Quadrant Wealth Management
Oregon
$577K +$13.3K +320 +3%
PFA
1432
Pure Financial Advisors
California
$575K +$9.17K +220 +2%
FHA
1433
First Horizon Advisors
Tennessee
$575K +$155K +3,720 +41%
PGIM
1434
Pacific Global Investment Management
California
$574K
CMANY
1435
Capital Management Associates (New York)
New York
$574K +$313K +7,500 +137%
RGC
1436
Roberts, Glore & Co
Illinois
$574K +$539K +12,940 New
RBC
1437
Ronald Blue & Co
Georgia
$573K -$45K -1,080 -8%
GBT
1438
Grove Bank & Trust
Florida
$572K -$282K -6,760 -34%
MCWS
1439
McKinley Carter Wealth Services
West Virginia
$570K +$33.3K +800 +7%
VF
1440
Virtu Financial
New York
$570K +$536K +12,860 New
VWM
1441
Venturi Wealth Management
Texas
$569K +$525K +12,600 New
BB
1442
Bell Bank
North Dakota
$568K +$33.3K +800 +7%
WPP
1443
Whalerock Point Partners
Rhode Island
$567K +$95.9K +2,300 +22%
Fayez Sarofim & Co
1444
Fayez Sarofim & Co
Texas
$565K
PB
1445
Pinnacle Bancorp
Nebraska
$565K +$531K +12,740 New
CC
1446
Cedar Capital
Illinois
$559K +$269K +6,460 +105%
BCM
1447
Blume Capital Management
California
$543K +$58.3K +1,400 +13%
PAG
1448
Pinnacle Advisory Group
Maryland
$541K +$256K +6,140 +101%
NO
1449
Ninety One
South Africa
$539K +$506K +12,140 New
NFG
1450
Nations Financial Group
Iowa
$533K +$36.7K +880 +8%