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Name Holding Trade Value Shares
Change
Change in
Stake
NECFA
1301
New England Capital Financial Advisors
Connecticut
$126K +$409 +8 +0.3%
CFO
1302
CVA Family Office
Colorado
$122K +$114K +2,222 New
SNB
1303
Security National Bank
Nebraska
$122K -$3.52M -68,925 -97%
CTA
1304
Colonial Trust Advisors
South Carolina
$120K
PMFA
1305
Plante Moran Financial Advisors
Michigan
$118K
EIM
1306
Essex Investment Management
Massachusetts
$116K -$11.3K -221 -9%
ICM
1307
Islay Capital Management
Texas
$113K
AA
1308
Alta Advisers
United Kingdom
$110K
PG
1309
Proffitt & Goodson
Tennessee
$109K
CI Investments Inc
1310
CI Investments Inc
Ontario, Canada
$108K -$4.29K -84 -4%
TCWA
1311
Turtle Creek Wealth Advisors
Texas
$108K +$100K +1,965 New
HFM
1312
Harvest Fund Management
China
$107K -$9.55K -187 -9%
SWM
1313
Sugarloaf Wealth Management
Georgia
$105K -$41.2K -806 -30%
LWANC
1314
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K -$67.1K -1,313 -41%
Fuller & Thaler Asset Management
1315
Fuller & Thaler Asset Management
California
$102K +$84.8K +1,660 +830%
MFF
1316
Mango Five Family
Nevada
$98.7K +$92K +1,800 New
TIM
1317
Thompson Investment Management
Wisconsin
$98.7K
TCG
1318
Transcendent Capital Group
Oklahoma
$98.1K +$91.4K +1,789 New
S
1319
Sachetta
Massachusetts
$96.5K +$89.9K +1,759 New
ORAM
1320
One River Asset Management
Connecticut
$96.1K -$25.5K -500 -22%
CWM
1321
Compass Wealth Management
Connecticut
$96.1K -$7.82K -153 -8%
SC
1322
Stephens Consulting
Michigan
$96.1K
RIM
1323
Rakuten Investment Management
Japan
$95.8K +$88.6K +1,735 New
DMBA
1324
Deseret Mutual Benefit Administrators
Utah
$93.3K -$15.9K -312 -15%
LS
1325
Livforsakringsbolaget Skandia
Sweden
$92.6K +$38.7K +757 +81%