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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1126
Sentinel Trust
Texas
$599K
FMTC
1127
Farmers & Merchants Trust Company
California
$595K -$154K -5,390 -21%
BAM
1128
Berkshire Asset Management
Pennsylvania
$593K -$3.54K -124 -0.6%
FRA
1129
Frank Rimerman Advisors
California
$589K -$626K -21,956 -53%
IAIM
1130
International Assets Investment Management
Florida
$589K -$19K -667 -3%
ALAM
1131
Asahi Life Asset Management
Japan
$586K +$150K +5,265 +37%
LA
1132
Lifeworks Advisors
Michigan
$585K -$56.9K -1,994 -9%
RRA
1133
Round Rock Advisors
Connecticut
$584K -$328K -11,511 -37%
HIP
1134
HUB Investment Partners
Texas
$583K +$121K +4,231 +28%
SLI
1135
Sumitomo Life Insurance
Japan
$582K +$114 +4 +0%
EMAM
1136
Encompass More Asset Management
California
$581K +$95.9K +3,362 +21%
TCWA
1137
Turtle Creek Wealth Advisors
Texas
$580K -$58.4K -2,045 -10%
LFG
1138
Larson Financial Group
Missouri
$580K +$51.1K +1,791 +10%
RT
1139
Rockland Trust
Massachusetts
$578K +$136K +4,759 +33%
MSFS
1140
Main Street Financial Solutions
Pennsylvania
$577K -$57.5K -2,016 -9%
A
1141
AlphaQuest
New York
$576K -$2.6M -91,170 -83%
WA
1142
WealthTrust Axiom
Pennsylvania
$575K -$67.1K -2,352 -11%
DE
1143
Diversified Enterprises
Delaware
$574K +$54.2K +1,898 +11%
LWCFA
1144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$574K -$58.1K -2,035 -9%
GIM
1145
Generali Investments Management
Slovenia
$573K +$449K +15,728 +456%
BB
1146
Burford Brothers
Texas
$571K +$545K +19,091 New
AAA
1147
Andrews Advisory Associates
Hawaii
$570K +$545K +19,085 New
FFN
1148
Focus Financial Network
Minnesota
$570K -$122K -4,274 -18%
SP
1149
Stonebrook Private
Michigan
$567K -$977K -34,255 -64%
PCM
1150
Prelude Capital Management
New York
$566K +$299K +10,476 +124%