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Name Holding Trade Value Shares
Change
Change in
Stake
CF
901
Centaurus Financial
California
$442K -$46K -901 -10%
BFO
902
Biltmore Family Office
North Carolina
$442K – – –
SP
903
Symmetry Partners
Connecticut
$441K -$320K -6,261 -44%
PMG
904
ProVise Management Group
Florida
$440K -$1.38K -27 -0.3%
CC
905
Courier Capital
New York
$439K -$40.2K -786 -9%
Klingenstein Fields & Co
906
Klingenstein Fields & Co
New York
$439K – – –
MPAM
907
Murphy Pohlad Asset Management
Minnesota
$439K -$10.2K -200 -2%
RFG Advisory
908
RFG Advisory
Alabama
$438K +$4.19K +82 +1%
FCB
909
First County Bank
Connecticut
$437K -$1.28K -25 -0.3%
TCOT
910
Trust Company of Toledo
Ohio
$436K -$13.3K -260 -3%
PIM
911
Penobscot Investment Management
Massachusetts
$436K -$7.66K -150 -2%
SIA
912
Schechter Investment Advisors
Michigan
$434K +$11.2K +220 +3%
NL
913
NWAM LLC
Washington
$433K +$5.06K +99 +1%
BFS
914
Bard Financial Services
Connecticut
$432K -$8.18K -160 -2%
Western Wealth Management
915
Western Wealth Management
Colorado
$432K -$31.4K -615 -7%
BIAS
916
Beacon Investment Advisory Services
New Jersey
$430K -$89K -1,741 -18%
Duff & Phelps Investment Management
917
Duff & Phelps Investment Management
Illinois
$429K – – –
Evercore Wealth Management
918
Evercore Wealth Management
New York
$428K -$3.27K -64 -0.8%
Ameritas Investment Partners
919
Ameritas Investment Partners
Nebraska
$427K -$16.3K -320 -4%
PFSC
920
Peoples Financial Services Corp
Pennsylvania
$426K -$1.07K -21 -0.3%
IGWM
921
ICA Group Wealth Management
Colorado
$425K +$5.21K +102 +1%
Farther Finance Advisors
922
Farther Finance Advisors
California
$425K +$269K +5,265 +212%
ATC
923
Adirondack Trust Company
New York
$423K -$105K -2,061 -21%
LWP
924
LMG Wealth Partners
Louisiana
$423K -$2.4K -47 -0.6%
Choate Investment Advisors
925
Choate Investment Advisors
Massachusetts
$422K -$8.48K -166 -2%