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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1026
Cohen Investment Advisors
New Hampshire
$3.06M +$265K +1,034 +10%
OM
1027
OV Management
Minnesota
$3.05M +$105K +411 +4%
WAM
1028
Weiss Asset Management
Massachusetts
$3.05M +$2.85M +11,136 New
WBC
1029
Westpac Banking Corp
Australia
$3.05M -$644K -2,513 -18%
LSAG
1030
Lake Street Advisors Group
New Hampshire
$3.02M -$118K -460 -4%
CNBT
1031
Canandaigua National Bank & Trust
New York
$3.01M -$1.33M -5,206 -32%
S
1032
Sachetta
Massachusetts
$3.01M +$2.76M +10,790 +5,505%
CWM
1033
Cabot Wealth Management
Massachusetts
$3.01M -$1.52M -5,949 -35%
Two Sigma Investments
1034
Two Sigma Investments
New York
$2.99M +$179K +700 +7%
BTI
1035
Blue Trust Inc
Georgia
$2.98M +$785K +3,065 +36%
SLI
1036
Sumitomo Life Insurance
Japan
$2.98M +$66.6K +260 +2%
HW
1037
Hancock Whitney
Mississippi
$2.96M +$22.5K +88 +0.8%
FCM
1038
Fortis Capital Management
Washington
$2.95M +$2.76M +10,784 New
RA
1039
RFG Advisory
Alabama
$2.94M +$13.6K +53 +0.5%
FCP
1040
Fidelis Capital Partners
Florida
$2.94M +$200K +779 +8%
RC
1041
Roundview Capital
New Jersey
$2.93M +$4.1K +16 +0.1%
VAS
1042
Vestmark Advisory Solutions
Massachusetts
$2.93M -$1.29M -5,021 -32%
OFS
1043
OMC Financial Services
New York
$2.92M
GGI
1044
GPM Growth Investors
Michigan
$2.92M +$57.1K +223 +2%
NGA
1045
Naples Global Advisors
Florida
$2.9M +$911K +3,555 +51%
HH
1046
Hilltop Holdings
Texas
$2.9M +$1.57M +6,148 +138%
CFSG
1047
Community Financial Services Group
Vermont
$2.88M -$58.7K -229 -2%
IFWM
1048
Institute for Wealth Management
Colorado
$2.88M +$146K +569 +6%
DWA
1049
Douglass Winthrop Advisors
New York
$2.87M -$128K -501 -5%
CBB
1050
Citizens Business Bank
California
$2.87M -$45.9K -179 -2%