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Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
1051
Canandaigua National Bank & Trust
New York
$220K +$225K +920 New
CBT
1052
Central Bank & Trust
Kentucky
$219K -$21K -86 -9%
GIM
1053
Grassi Investment Management
California
$217K -$4.88K -20 -2%
AFP
1054
Ausdal Financial Partners
Iowa
$217K -$9.52K -39 -4%
FBFS
1055
First Business Financial Services
Wisconsin
$216K
SCM
1056
Shelton Capital Management
Colorado
$216K
FFG
1057
Fortem Financial Group
California
$216K +$18.6K +76 +9%
IUHSA
1058
Itau Unibanco Holding S.A.
Brazil
$215K +$103K +422 +88%
OAM
1059
Oak Asset Management
California
$215K
MAM
1060
Meeder Asset Management
Ohio
$215K -$21.7K -89 -9%
BCA
1061
Bay Colony Advisors
Massachusetts
$214K +$223K +914 New
ZF
1062
Zhang Financial
Michigan
$214K
ClearBridge Investments
1063
ClearBridge Investments
New York
$214K +$218K +894 New
VSQM
1064
V-Square Quantitative Management
Illinois
$213K +$218K +893 New
WPC
1065
Wedmont Private Capital
Pennsylvania
$212K -$2.44K -10 -1%
FMTC
1066
Farmers & Merchants Trust Company
California
$210K +$215K +881 New
CF
1067
Centaurus Financial
California
$210K +$732 +3 +0.3%
AWA
1068
Arete Wealth Advisors
Illinois
$209K +$11K +45 +5%
PVI
1069
Pine Valley Investments
New Jersey
$209K +$292K +1,197 New
PWLP
1070
Prio Wealth Limited Partnership
Massachusetts
$207K
CCA
1071
Column Capital Advisors
Indiana
$207K -$22.5K -92 -10%
RWA
1072
River Wealth Advisors
Pennsylvania
$207K -$241K -987 -53%
RFN
1073
Redwood Financial Network
Ohio
$205K -$5.62K -23 -3%
GL
1074
Graypoint LLC
New York
$203K +$207K +848 New
MWM
1075
Meridian Wealth Management
Kentucky
$202K