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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1226
Nicolet Advisory Services
Wisconsin
$877K -$70.7K -1,959 -7%
LWCFA
1227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$875K -$104K -2,885 -10%
AOWM
1228
Alpha Omega Wealth Management
Virginia
$867K +$50.8K +1,408 +6%
CCA
1229
Cypress Capital Advisors
Tennessee
$865K +$24.2K +670 +3%
BAM
1230
Berkshire Asset Management
Pennsylvania
$858K -$132K -3,663 -13%
CA
1231
Continuum Advisory
Idaho
$858K +$164K +4,545 +24%
CT
1232
Coastline Trust
Rhode Island
$857K -$345K -9,573 -29%
PNC
1233
Park National Corp
Ohio
$856K -$263K -7,290 -24%
BWM
1234
BKM Wealth Management
Wisconsin
$856K -$11.7K -323 -1%
LWL
1235
Leo Wealth LLC
Texas
$853K -$257K -7,132 -24%
AFW
1236
Avantra Family Wealth
Pennsylvania
$853K +$193K +5,363 +30%
SFG
1237
SevenBridge Financial Group
Pennsylvania
$852K -$458K -12,707 -34%
CFO
1238
CVA Family Office
Colorado
$851K -$48.1K -1,333 -5%
PWA
1239
Phoenix Wealth Advisors
North Carolina
$850K +$3.1K +86 +0.4%
FFG
1240
Fortem Financial Group
California
$849K +$89.7K +2,487 +12%
GCC
1241
Game Creek Capital
Massachusetts
$849K -$63.1K -1,750 -7%
MA
1242
MSA Advisors
California
$848K – – –
FMTC
1243
Farmers & Merchants Trust Company
California
$847K -$27K -749 -3%
IRC
1244
Investors Research Corp
Georgia
$845K +$63.1K +1,750 +8%
WI
1245
WBI Investments
New Jersey
$844K +$825K +22,864 New
HI
1246
Harbour Investments
Wisconsin
$841K -$25.3K -702 -3%
MA
1247
MJP Associates
Connecticut
$840K +$161K +4,472 +24%
VAG
1248
VisionPoint Advisory Group
Texas
$839K +$57.9K +1,606 +8%
EWM
1249
Empirical Wealth Management
Washington
$838K -$1.78M -49,224 -68%
SBFM
1250
S-Bank Fund Management
Finland
$838K +$819K +22,711 New