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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1876
Forvis Mazars Wealth Advisors
Missouri
$3.34M +$225K +2,281 +6%
SFS
1877
Stiles Financial Services
Minnesota
$3.33M +$34K +344 +0.9%
HIP
1878
Harrell Investment Partners
Texas
$3.33M -$36.8K -373 -0.9%
BL
1879
BFSG LLC
California
$3.31M +$319K +3,232 +9%
MCM
1880
Mengis Capital Management
Oregon
$3.31M +$411K +4,165 +12%
IIM
1881
Intact Investment Management
Quebec, Canada
$3.31M -$59.3K -600 -2%
SL
1882
Sonnipe Ltd
Isle Of Man
$3.31M +$3.89M +39,387 New
HNW
1883
High Note Wealth
Minnesota
$3.31M -$3.15M -31,844 -45%
UH
1884
Unigestion Holding
Switzerland
$3.3M +$101K +1,025 +3%
ATC
1885
Adirondack Trust Company
New York
$3.3M +$38.9K +394 +1%
HCM
1886
Hodges Capital Management
Texas
$3.3M +$79K +800 +2%
FWI
1887
Facet Wealth Inc
Maryland
$3.29M -$19.7K -199 -0.6%
RBC
1888
Romano Brothers & Co
Illinois
$3.29M -$498K -5,045 -11%
I
1889
INVST
Indiana
$3.29M -$313K -3,171 -9%
HIP
1890
HUB Investment Partners
Texas
$3.29M +$245K +2,478 +7%
WEG
1891
World Equity Group
Illinois
$3.28M +$147K +1,487 +4%
MWM
1892
Madison Wealth Management
Ohio
$3.28M -$2.68M -27,134 -41%
CPO
1893
Cerity Partners OCIO
New York
$3.28M +$118K +1,195 +3%
TS
1894
True Signal
New York
$3.28M +$3.85M +38,992 New
IRAG
1895
Investment Research & Advisory Group
Georgia
$3.27M -$187K -1,889 -5%
BIP
1896
Bouvel Investment Partners
Pennsylvania
$3.27M -$13.7K -139 -0.4%
IF
1897
Intrua Financial
Texas
$3.27M +$35.5K +359 +1%
BPGAM
1898
BTG Pactual Global Asset Management
Bermuda
$3.26M +$2.05M +20,724 +115%
PWPS
1899
Pinnacle Wealth Planning Services
Ohio
$3.26M -$1.15M -11,625 -23%
CAC
1900
Certified Advisory Corp
Florida
$3.26M +$159K +1,608 +4%