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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1001
Courier Capital
New York
$320K
CAM
1002
Carret Asset Management
New York
$314K -$19K -100 -5%
TBA
1003
Tower Bridge Advisors
Pennsylvania
$314K
EF
1004
Exeter Financial
Arizona
$312K
IIC
1005
Ironwood Investment Counsel
Arizona
$311K -$24.1K -127 -7%
LFG
1006
Larson Financial Group
Missouri
$311K +$304K +1,602 +1,511%
FDS
1007
First Dallas Securities
Texas
$309K +$190 +1 +0.1%
OIS
1008
Okabena Investment Services
Minnesota
$308K +$321K +1,692 New
EGA
1009
E&G Advisors
Texas
$307K
4WM
1010
44 Wealth Management
Oregon
$306K +$3.23K +17 +1%
LFA
1011
Legacy Financial Advisors
Kentucky
$304K -$21.1K -111 -6%
Fiera Capital (Canada)
1012
Fiera Capital (Canada)
Quebec, Canada
$304K +$318K +1,674 New
VFA
1013
Valeo Financial Advisors
Indiana
$302K -$10.6K -56 -3%
EW
1014
Evoke Wealth
California
$302K +$139K +734 +67%
SPWG
1015
Sage Private Wealth Group
Illinois
$301K -$44.4K -234 -12%
HW
1016
Hancock Whitney
Mississippi
$300K +$29.1K +153 +10%
HDIM
1017
Hanson & Doremus Investment Management
Vermont
$299K +$18.8K +99 +6%
PWMG
1018
Prestige Wealth Management Group
New Jersey
$299K +$19.6K +103 +7%
FMLI
1019
Fukoku Mutual Life Insurance
Japan
$298K
GA
1020
Geller Advisors
New York
$295K +$27.3K +144 +10%
RW
1021
Rede Wealth
Virginia
$294K
WA
1022
Wambolt & Associates
Colorado
$294K
WE
1023
Wealth Effects
Massachusetts
$293K -$9.3K -49 -3%
BONH
1024
Bank of New Hampshire
New Hampshire
$291K -$19K -100 -6%
CPC
1025
Congress Park Capital
New York
$291K