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Name Holding Trade Value Shares
Change
Change in
Stake
ACWM
1676
Adams Chetwood Wealth Management
North Carolina
$1.39M +$171 +3 +0%
BOTW
1677
Bank of the West
California
$1.39M -$210K -3,670 -14%
PIM
1678
Perpetual Investment Management
Australia
$1.39M -$116K -2,026 -8%
CCFCSB
1679
Cape Cod Five Cents Savings Bank
Massachusetts
$1.39M -$22.5K -394 -2%
WW
1680
Westshore Wealth
California
$1.38M +$55.8K +977 +5%
CIG
1681
Cairn Investment Group
Washington
$1.38M -$110K -1,920 -8%
FPAS
1682
Focus Partners Advisor Solutions
Missouri
$1.38M +$1.24M +21,785 New
BOPW
1683
Brandywine Oak Private Wealth
Pennsylvania
$1.38M -$94.2K -1,648 -7%
RT
1684
Rockland Trust
Massachusetts
$1.38M -$413K -7,233 -25%
MLFP
1685
MPS Loria Financial Planners
Illinois
$1.38M +$1.71K +30 +0.1%
VIM
1686
Vista Investment Management
Pennsylvania
$1.37M +$17.8K +311 +1%
GG
1687
Greenwood Gearhart
Arkansas
$1.37M +$74.7K +1,307 +6%
PFBT
1688
Parkside Financial Bank & Trust
Missouri
$1.37M +$217K +3,800 +21%
HFA
1689
HC Financial Advisors
California
$1.37M -$25K -437 -2%
V
1690
VeraBank
Texas
$1.37M +$78K +1,365 +7%
NL
1691
NWAM LLC
Washington
$1.37M +$113K +1,980 +10%
ACM
1692
Argent Capital Management
Missouri
$1.36M
CF
1693
Centaurus Financial
California
$1.36M +$36.4K +637 +3%
WPA
1694
West Paces Advisors
Georgia
$1.36M +$8.97K +157 +0.7%
LWP
1695
Lumature Wealth Partners
Georgia
$1.36M +$61.5K +1,077 +5%
VWM
1696
Venturi Wealth Management
Texas
$1.35M -$110K -1,921 -8%
OAM
1697
Occidental Asset Management
California
$1.35M +$57 +1 +0%
SWM
1698
Silverlake Wealth Management
Vermont
$1.35M +$1.22M +21,268 New
GEA
1699
Glen Eagle Advisors
New Jersey
$1.35M +$332K +5,808 +38%
PA
1700
Probity Advisors
Texas
$1.35M -$71.4K -1,250 -6%