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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1026
Portside Wealth Group
Utah
$976K +$158K +722 +17%
WPP
1027
Whalerock Point Partners
Rhode Island
$974K
MRI
1028
Mad River Investors
Massachusetts
$973K -$16.4K -75 -1%
IC
1029
Inscription Capital
Texas
$973K -$48.1K -220 -4%
NC
1030
NovaPoint Capital
Georgia
$973K -$875 -4 -0.1%
HVP
1031
Hudson Value Partners
Florida
$972K -$5.47K -25 -0.5%
DI
1032
DFPG Investments
Utah
$971K -$5.03K -23 -0.5%
SF
1033
Symphony Financial
Texas
$970K -$512K -2,341 -31%
DSA
1034
Droms Strauss Advisors
Missouri
$966K
B
1035
Bailard
California
$966K +$1.1M +5,039 New
MWA
1036
Moser Wealth Advisors
Washington
$966K -$158K -722 -13%
ACM
1037
Alta Capital Management
Utah
$963K -$65.6K -300 -6%
SCI
1038
S&CO Inc
Massachusetts
$962K
LG
1039
LAM Group
Oregon
$958K
ME
1040
McIlrath & Eck
Washington
$957K +$2.63K +12 +0.2%
KFI
1041
Key Financial Inc
Pennsylvania
$957K +$3.28K +15 +0.3%
Acadian Asset Management
1042
Acadian Asset Management
Massachusetts
$953K +$8.1K +37 +0.7%
LCGC
1043
Legacy Capital Group California
California
$952K +$10.7K +49 +1%
BBA
1044
BLB&B Advisors
Pennsylvania
$951K +$30.6K +140 +3%
PNC
1045
Park National Corp
Ohio
$950K -$123K -563 -10%
NSB
1046
Norway Savings Bank
Maine
$947K +$151K +690 +16%
TT
1047
TI-Trust
Illinois
$947K
SCM
1048
Stonebridge Capital Management
California
$945K
SIC
1049
SFE Investment Counsel
California
$942K +$14.2K +65 +1%
SC
1050
Syon Capital
California
$940K +$1.07M +4,905 New