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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
901
Biltmore Family Office
North Carolina
$442K
SP
902
Symmetry Partners
Connecticut
$441K -$320K -6,261 -44%
PMG
903
ProVise Management Group
Florida
$440K -$1.38K -27 -0.3%
CC
904
Courier Capital
New York
$439K -$40.2K -786 -9%
KFC
905
Klingenstein Fields & Co
New York
$439K
MPAM
906
Murphy Pohlad Asset Management
Minnesota
$439K -$10.2K -200 -2%
RA
907
RFG Advisory
Alabama
$438K +$4.19K +82 +1%
FCB
908
First County Bank
Connecticut
$437K -$1.28K -25 -0.3%
TCOT
909
Trust Company of Toledo
Ohio
$436K -$13.3K -260 -3%
PIM
910
Penobscot Investment Management
Massachusetts
$436K -$7.66K -150 -2%
SIA
911
Schechter Investment Advisors
Michigan
$434K +$11.2K +220 +3%
NL
912
NWAM LLC
Washington
$433K +$5.06K +99 +1%
BFS
913
Bard Financial Services
Connecticut
$432K -$8.18K -160 -2%
WWM
914
Western Wealth Management
Colorado
$432K -$31.4K -615 -7%
BIAS
915
Beacon Investment Advisory Services
New Jersey
$430K -$89K -1,741 -18%
DPIM
916
Duff & Phelps Investment Management
Illinois
$429K
EWM
917
Evercore Wealth Management
New York
$428K -$3.27K -64 -0.8%
AIP
918
Ameritas Investment Partners
Nebraska
$427K -$16.3K -320 -4%
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$426K -$1.07K -21 -0.3%
IGWM
920
ICA Group Wealth Management
Colorado
$425K +$5.21K +102 +1%
FFA
921
Farther Finance Advisors
California
$425K +$269K +5,265 +212%
ATC
922
Adirondack Trust Company
New York
$423K -$105K -2,061 -21%
LWP
923
LMG Wealth Partners
Louisiana
$423K -$2.4K -47 -0.6%
CIA
924
Choate Investment Advisors
Massachusetts
$422K -$8.48K -166 -2%
TWM
925
Trueblood Wealth Management
Ohio
$421K +$392K +7,669 New