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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1351
Cidel Asset Management
Ontario, Canada
$2.15M
EBWM
1352
Eagle Bluffs Wealth Management
Missouri
$2.14M +$94.3K +1,651 +5%
NWAG
1353
Net Worth Advisory Group
Utah
$2.14M -$215K -3,764 -9%
IB
1354
Intrust Bank
Kansas
$2.14M -$20.7K -363 -1%
EB
1355
Eastern Bank
Massachusetts
$2.14M +$43.4K +760 +2%
SFCL
1356
Strengthening Families & Communities LLC
Massachusetts
$2.13M +$41.6K +728 +2%
AA
1357
Argent Advisors
Louisiana
$2.13M -$3.31K -58 -0.2%
JSC
1358
Jackson Square Capital
California
$2.12M +$715K +12,513 +54%
SLI
1359
Sumitomo Life Insurance
Japan
$2.12M -$51.8K -907 -2%
SSCM
1360
Sovereign's Capital Management
Georgia
$2.12M +$2.04M +35,767 New
FFS
1361
Flavin Financial Services
Florida
$2.12M +$2.04M +35,755 New
SCM
1362
SOL Capital Management
Maryland
$2.11M -$400K -7,000 -16%
GWM
1363
Gibbs Wealth Management
Georgia
$2.11M +$97.9K +1,714 +5%
Fayez Sarofim & Co
1364
Fayez Sarofim & Co
Texas
$2.11M -$35.8K -627 -2%
WGCA
1365
Wolf Group Capital Advisors
Virginia
$2.1M
ESB
1366
Essex Savings Bank
Connecticut
$2.1M -$31.3K -548 -2%
P
1367
Paradiem
Louisiana
$2.1M
EW
1368
Evoke Wealth
California
$2.09M +$124K +2,173 +7%
KIM
1369
Kestra Investment Management
Texas
$2.09M +$316K +5,525 +19%
GFPC
1370
Global Financial Private Client
Florida
$2.09M +$427K +7,468 +27%
PT
1371
Plimoth Trust
Massachusetts
$2.09M +$6.57K +115 +0.3%
CWAG
1372
Compton Wealth Advisory Group
Virginia
$2.08M -$127K -2,218 -6%
LWM
1373
Lodestone Wealth Management
Washington
$2.08M +$61.8K +1,082 +3%
S
1374
SimplyRich
California
$2.08M +$37.6K +659 +2%
SRIM
1375
Saratoga Research & Investment Management
California
$2.08M -$26.8M -469,015 -93%