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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
651
Bleakley Financial Group
New Jersey
$2.1M -$379K -1,756 -15%
SS
652
Simplicity Solutions
Minnesota
$2.1M -$329K -1,524 -13%
HWM
653
HB Wealth Management
Georgia
$2.1M +$165K +767 +8%
GI
654
GAMCO Investors
Connecticut
$2.09M +$2.11M +9,778 New
AA
655
Apriem Advisors
California
$2.08M -$10.8K -50 -0.5%
RWP
656
RWA Wealth Partners
Massachusetts
$2.07M -$2.73M -12,674 -57%
JGCM
657
Joseph Group Capital Management
Ohio
$2.06M -$186K -863 -8%
CNBT
658
Canandaigua National Bank & Trust
New York
$2.06M -$34.1K -158 -2%
WANY
659
Wealthspire Advisors (New York)
New York
$2.06M +$564K +2,618 +37%
WWM
660
Western Wealth Management
Colorado
$2.05M -$171K -794 -8%
LB
661
Legacy Bridge
Iowa
$2.05M -$22.6K -105 -1%
OHWP
662
Oak Harbor Wealth Partners
North Carolina
$2.05M +$5.17K +24 +0.3%
RFA
663
Resurgent Financial Advisors
Georgia
$2.04M -$77.8K -361 -4%
IB
664
Intrust Bank
Kansas
$2.02M -$1.51K -7 -0.1%
FMTCOCP
665
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.02M -$183K -850 -8%
CD
666
Chapin Davis
Maryland
$2.01M +$2.03M +9,436 New
PP
667
PDT Partners
New York
$2M
CCG
668
Cypress Capital Group
Florida
$2M -$75K -348 -4%
OPTFSNA
669
Old Point Trust & Financial Services N A
Virginia
$2M +$77.6K +360 +4%
MAS
670
Meeder Advisory Services
Ohio
$1.99M -$235K -1,088 -10%
FTDI
671
First Trust Direct Indexing
Massachusetts
$1.99M -$33.4K -155 -2%
CIA
672
Cascade Investment Advisors
Oregon
$1.98M -$2.16K -10 -0.1%
PL
673
Perpetual Ltd
Australia
$1.98M -$282K -1,310 -12%
AMIM
674
Aull & Monroe Investment Management
Alabama
$1.98M -$21.6K -100 -1%
BFA
675
Bill Few Associates
Pennsylvania
$1.97M +$61.4K +285 +3%