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Name Holding Trade Value Shares
Change
Change in
Stake
CNB
1701
Camden National Bank
Maine
$715K +$78.3K +676 +11%
MGIA
1702
Moneta Group Investment Advisors
Missouri
$712K -$126K -1,087 -14%
CI
1703
Capital Innovations
Wisconsin
$711K -$167K -1,440 -18%
CBA
1704
Coastal Bridge Advisors
Connecticut
$708K
VWA
1705
V Wealth Advisors
Kansas
$705K +$47.8K +413 +7%
RHJA
1706
Rice Hall James & Associates
California
$704K +$45.4K +392 +6%
SRSA
1707
S.R. Schill & Associates
Washington
$702K +$38.6K +333 +5%
NQWM
1708
Northwest Quadrant Wealth Management
Oregon
$700K -$6.37K -55 -0.9%
FCA
1709
FLC Capital Advisors
California
$700K +$746K +6,439 New
AAM
1710
Aureus Asset Management
Massachusetts
$699K -$178K -1,538 -19%
SWA
1711
SFMG Wealth Advisors
Texas
$699K +$160K +1,379 +27%
IP
1712
Investment Partners
Ohio
$699K +$745K +6,428 New
HCM
1713
HMS Capital Management
Tennessee
$698K -$366K -3,163 -33%
AAIM
1714
Asset Advisors Investment Management
Georgia
$696K -$2.9K -25 -0.4%
SIG
1715
Sargent Investment Group
Maryland
$696K +$741K +6,400 New
BCM
1716
Bienville Capital Management
New York
$693K +$1.62K +14 +0.2%
AA
1717
Apriem Advisors
California
$692K -$229K -1,976 -24%
SFG
1718
SevenBridge Financial Group
Pennsylvania
$690K -$48K -414 -6%
AW
1719
Alpha Windward
Massachusetts
$689K -$75.1K -648 -9%
BA
1720
BKS Advisors
Michigan
$688K -$62.1K -536 -8%
WA
1721
Wealthstar Advisors
Texas
$685K -$41.2K -356 -5%
MPAM
1722
Murphy Pohlad Asset Management
Minnesota
$685K
CHP
1723
Cable Hill Partners
Oregon
$679K +$6.49K +56 +0.9%
SXL
1724
Summit X LLC
Missouri
$678K +$229K +1,975 +46%
DAM
1725
Diamant Asset Management
Connecticut
$677K -$20.3K -175 -3%