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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
876
Barrett Asset Management
New York
$4.3M +$46.3K +408 +1%
AF
877
Alerus Financial
North Dakota
$4.28M +$244K +2,148 +6%
CWM
878
Concentric Wealth Management
California
$4.28M -$73.3K -645 -2%
PFS
879
Physicians Financial Services
North Carolina
$4.28M +$22K +194 +0.5%
CWG
880
Cornerstone Wealth Group
North Carolina
$4.26M +$16K +141 +0.4%
DWM
881
Destination Wealth Management
California
$4.26M +$478K +4,209 +13%
IFAM
882
Institutional & Family Asset Management
Colorado
$4.26M -$342K -3,013 -8%
SWA
883
Stratos Wealth Advisors
Ohio
$4.24M +$210K +1,848 +5%
LFAS
884
Level Four Advisory Services
Texas
$4.24M +$1.7M +14,934 +70%
MNBTD
885
Moody National Bank Trust Division
Texas
$4.24M -$13.4M -118,101 -77%
CA
886
Clearstead Advisors
Ohio
$4.24M +$75.1K +661 +2%
FCMT
887
Founders Capital Management (Texas)
Texas
$4.22M -$18.5K -163 -0.5%
SS
888
Simplicity Solutions
Minnesota
$4.22M +$1.8M +15,815 +79%
FLPIM
889
F.L. Putnam Investment Management
Massachusetts
$4.2M +$1.21M +10,654 +42%
FMTCOCP
890
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.19M -$42.5K -374 -1%
NCM
891
Narwhal Capital Management
Georgia
$4.17M +$15.3K +135 +0.4%
B
892
Barings
North Carolina
$4.17M +$2.16K +19 +0.1%
ECM
893
Evergreen Capital Management
Washington
$4.16M +$114K +1,005 +3%
LG
894
LaFleur & Godfrey
Michigan
$4.16M +$345K +3,036 +9%
TH
895
TCTC Holdings
Texas
$4.14M +$14.2K +125 +0.4%
ECML
896
Eagle Capital Management (Louisiana)
Louisiana
$4.14M +$79.1K +696 +2%
WPIC
897
White Pine Investment Company
Michigan
$4.13M +$39.5K +348 +1%
CS
898
Comerica Securities
Michigan
$4.12M +$1.07M +9,421 +37%
CS
899
Candriam SCA
Luxembourg
$4.12M -$413K -3,634 -9%
ARC
900
Advisor Resource Council
Texas
$4.12M +$1.35M +11,888 +51%