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Name Holding Trade Value Shares
Change
Change in
Stake
NB
1101
NBT Bank
New York
$1.17M +$331 +10 +0%
MMPW
1102
Mitchell McLeod Pugh & Williams
Alabama
$1.17M +$49.3K +1,490 +5%
CGL
1103
Clarius Group LLC
Washington
$1.17M +$284K +8,592 +35%
HPM
1104
Hudson Portfolio Management
New York
$1.16M +$62.8K +1,900 +6%
MHC
1105
Meyer Handelman Company
New York
$1.16M -$11.2K -340 -1%
SJIA
1106
St. James Investment Advisors
New York
$1.15M +$83.7K +2,530 +8%
CCM
1107
Chiron Capital Management
Florida
$1.15M +$66.2K +2,000 +6%
ZIG
1108
Zurich Insurance Group
Switzerland
$1.15M
VIM
1109
VELA Investment Management
Ohio
$1.15M +$14.8K +446 +1%
MWM
1110
Mission Wealth Management
California
$1.14M +$83.5K +2,523 +8%
CT
1111
Caldwell Trust
Florida
$1.14M -$21.6K -653 -2%
AL
1112
Aspiriant LLC
California
$1.13M +$131K +3,965 +14%
PF
1113
Phoenix Financial
Israel
$1.13M +$35.1K +1,062 +3%
ST
1114
Sentinel Trust
Texas
$1.12M
MWM
1115
Mattern Wealth Management
Kansas
$1.11M -$5.62K -170 -0.5%
IFWM
1116
Institute for Wealth Management
Colorado
$1.11M -$100K -3,025 -9%
BTI
1117
Blue Trust Inc
Georgia
$1.11M +$711K +21,498 +132%
M1FG
1118
Mach-1 Financial Group
Arkansas
$1.11M +$1.01M +30,562 +2,832%
MHS
1119
M Holdings Securities
Oregon
$1.1M +$8.83K +267 +0.9%
MAM
1120
Meeder Asset Management
Ohio
$1.1M -$3.62M -109,371 -78%
MC
1121
Martin & Co
Tennessee
$1.1M +$20.5K +620 +2%
PWPS
1122
Pinnacle Wealth Planning Services
Ohio
$1.09M +$664K +20,059 +179%
WP
1123
WealthShield Partners
North Carolina
$1.09M -$61.5K -1,859 -6%
EWM
1124
Evercore Wealth Management
New York
$1.09M -$408K -12,334 -28%
BWA
1125
Brave Warrior Advisors
New York
$1.09M