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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
751
Spectrum Asset Management (California)
California
$3.74M +$808K +9,979 +29%
NNP
752
Nachman Norwood & Parrott
South Carolina
$3.74M +$123K +1,519 +4%
SPC
753
Sigma Planning Corp
Michigan
$3.72M -$127K -1,568 -3%
Credit Agricole
754
Credit Agricole
France
$3.71M -$1.29M -15,977 -27%
APSI
755
Asset Planning Services Inc
Louisiana
$3.69M -$57.9K -715 -2%
DIA
756
Dean Investment Associates
Ohio
$3.69M -$276K -3,408 -7%
PWW
757
Pettyjohn Wood & White
Virginia
$3.68M -$582K -7,192 -14%
EWA
758
Exencial Wealth Advisors
Oklahoma
$3.67M -$3.28M -40,525 -48%
PCIA
759
Prime Capital Investment Advisors
Kansas
$3.66M -$2.41M -29,813 -41%
MJP
760
Michael J. Puzo
$3.66M -$415K -5,120 -11%
FMTC
761
Farmers & Merchants Trust Company
California
$3.65M -$695K -8,589 -17%
AWE
762
Avidian Wealth Enterprises
Texas
$3.64M +$427K +5,270 +14%
DAS
763
Dynamic Advisor Solutions
Arizona
$3.64M +$674K +8,320 +24%
MPM
764
Meritage Portfolio Management
Kansas
$3.63M +$165K +2,038 +5%
FHB
765
First Hawaiian Bank
Hawaii
$3.61M -$231K -2,857 -6%
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$3.61M +$377K +4,656 +12%
CT
767
Chicago Trust
Illinois
$3.6M +$118K +1,459 +4%
EP
768
Edgestream Partners
New Jersey
$3.59M -$12.2M -150,558 -78%
FWM
769
Frontier Wealth Management
Missouri
$3.58M +$1.6M +19,795 +87%
PWP
770
Principle Wealth Partners
Connecticut
$3.58M +$2.7M +33,403 +369%
AF
771
Alerus Financial
North Dakota
$3.58M -$1.26M -15,543 -27%
FNB
772
Farmers National Bank
Kentucky
$3.58M +$3.43M +42,364 New
AIA
773
Affinity Investment Advisors
California
$3.56M -$117K -1,441 -3%
AP
774
Americana Partners
Texas
$3.56M +$555K +6,860 +19%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$792K +9,788 +31%