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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
626
Avantax Advisory Services
Texas
$2.33M +$192K +754 +10%
MFS
627
Mattson Financial Services
Michigan
$2.29M +$200K +787 +10%
DT
628
Diversified Trust
Tennessee
$2.24M -$443K -1,743 -17%
NB
629
NBT Bank
New York
$2.23M -$92.8K -365 -4%
HTHT
630
Hemenway Trust Hemenway Trust
New Hampshire
$2.21M -$127K -500 -6%
FF
631
Fluent Financial
Texas
$2.2M
LT
632
Legacy Trust
Michigan
$2.2M -$14K -55 -0.7%
PP
633
Patten & Patten
Tennessee
$2.19M -$1.11M -4,380 -35%
NMIMC
634
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M +$8.64K +34 +0.4%
MFS
635
Mirabella Financial Services
United Kingdom
$2.15M +$2.03M +7,977 New
EI
636
Ellevest Inc
New York
$2.14M -$52.4K -206 -3%
PFS
637
Prospera Financial Services
Texas
$2.14M -$475K -1,869 -19%
CA
638
Cornerstone Advisors
North Carolina
$2.13M -$25.4K -100 -1%
PG
639
Patten Group
Tennessee
$2.13M +$36.1K +142 +2%
ISL
640
Ingalls & Snyder LLC
New York
$2.12M +$125K +490 +7%
MFG
641
Merit Financial Group
Georgia
$2.09M +$895K +3,521 +83%
RFC
642
Regions Financial Corp
Alabama
$2.09M +$23.4K +92 +1%
BFPW
643
BOK Financial Private Wealth
Colorado
$2.07M -$214K -842 -10%
FNA
644
First National Advisers
Nebraska
$2.06M +$78.5K +309 +4%
CSIC
645
Clifford Swan Investment Counsel
California
$2.05M -$2.54K -10 -0.1%
SSWM
646
Smith Salley Wealth Management
North Carolina
$2.05M +$73.5K +289 +4%
EHWM
647
Eads & Heald Wealth Management
Georgia
$2.03M +$9.91K +39 +0.5%
WLC
648
Walnut Level Capital
Colorado
$2.03M
IWC
649
Integrated Wealth Concepts
Massachusetts
$2.02M +$867K +3,409 +83%
QIM
650
Quantitative Investment Management
Virginia
$2.01M +$1.9M +7,460 New