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Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
1526
Pacific Capital Wealth Advisors
California
$2.12M – – –
BWM
1527
BerganKDV Wealth Management
Minnesota
$2.12M -$333K -1,987 -13%
TAM
1528
Taurus Asset Management
New York
$2.12M -$28.2K -168 -1%
SAM
1529
Secure Asset Management
Michigan
$2.11M +$95.1K +567 +5%
CLA (CliftonLarsonAllen) Wealth Advisors
1530
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$370K +2,208 +21%
SG
1531
Stonnington Group
California
$2.11M -$133K -796 -6%
Focus Partners Advisor Solutions
1532
Focus Partners Advisor Solutions
Missouri
$2.11M -$300K -1,792 -12%
AFS
1533
Aft Forsyth & Sober
Florida
$2.1M -$92.2K -550 -4%
MFG
1534
Magnus Financial Group
New York
$2.1M +$117K +695 +6%
CA
1535
Capital Advantage
California
$2.09M -$19.8K -118 -0.9%
LC
1536
Lindbrook Capital
California
$2.09M -$212K -1,266 -9%
Brookfield Corp
1537
Brookfield Corp
Ontario, Canada
$2.08M +$2.13M +12,731 New
STC
1538
Sarah T. Connolly
$2.08M +$757K +4,514 +55%
CFA
1539
CWS Financial Advisors
Michigan
$2.08M -$764K -4,555 -26%
Pine Valley Investments
1540
Pine Valley Investments
New Jersey
$2.07M +$2.67M +15,916 New
GWCM
1541
Godshalk Welsh Capital Management
Pennsylvania
$2.07M -$33.5K -200 -2%
CIP
1542
Convergence Investment Partners
Florida
$2.07M -$275K -1,643 -11%
HKIM
1543
Hayek Kallen Investment Management
Alabama
$2.07M -$48.8K -291 -2%
CIG
1544
Cascade Investment Group
Colorado
$2.07M +$47.3K +282 +2%
BCP
1545
Berkeley Capital Partners
Georgia
$2.07M +$38.9K +232 +2%
CAM
1546
Cypress Asset Management
Texas
$2.07M +$103K +617 +5%
BCA
1547
Bay Colony Advisors
Massachusetts
$2.06M -$277K -1,650 -12%
WSC
1548
Wellington Shields & Co
New York
$2.06M -$61.2K -365 -3%
GSB
1549
Greenfield Savings Bank
Massachusetts
$2.06M -$99.1K -591 -4%
CAGAS
1550
Capital Advisory Group Advisory Services
Minnesota
$2.05M +$28.7K +171 +1%