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Name Holding Trade Value Shares
Change
Change in
Stake
HL
826
HeadInvest LLC
Maine
$3.07M -$164K -452 -5%
AAP
827
Arax Advisory Partners
Colorado
$3.07M +$2.14M +5,882 +253%
CPA
828
Capital Planning Advisors
California
$3.07M +$282K +775 +10%
BONH
829
Bank of New Hampshire
New Hampshire
$3.07M -$33.1K -91 -1%
TAFW
830
Tred Avon Family Wealth
Maryland
$3.05M +$2.96M +8,143 New
CSIC
831
Clifford Swan Investment Counsel
California
$3.02M +$5.09K +14 +0.2%
CAL
832
Capital Analysts LLC
Pennsylvania
$3.02M +$116K +320 +4%
CNBT
833
Canandaigua National Bank & Trust
New York
$3.01M +$26.9K +74 +0.9%
SFO
834
Stokes Family Office
Louisiana
$3.01M -$23.6K -65 -0.8%
NSIM
835
North Star Investment Management
Illinois
$2.99M
ECM
836
Evergreen Capital Management
Washington
$2.99M +$230K +633 +9%
SC
837
Savant Capital
Illinois
$2.98M +$121K +333 +4%
PP
838
Patten & Patten
Tennessee
$2.97M +$6.18K +17 +0.2%
MWM
839
MGB Wealth Management
Texas
$2.97M -$375K -1,031 -11%
AS
840
Altshuler Shaham
Israel
$2.94M +$868K +2,387 +44%
DWM
841
Dakota Wealth Management
Florida
$2.93M -$514K -1,413 -15%
CFIA
842
Cantor Fitzgerald Investment Advisors
New York
$2.93M -$551K -1,514 -16%
IA
843
IFP Advisors
Florida
$2.93M +$541K +1,488 +23%
FHWM
844
Fox Hill Wealth Management
Massachusetts
$2.92M +$272K +749 +11%
HWAM
845
Hennion & Walsh Asset Management
New Jersey
$2.91M -$28.4K -78 -1%
HA
846
Herold Advisors
New York
$2.91M
JSC
847
Jackson Square Capital
California
$2.91M -$374K -1,029 -12%
RC
848
Roundview Capital
New Jersey
$2.9M -$283K -779 -9%
DT
849
Diversified Trust
Tennessee
$2.89M -$65.1K -179 -2%
SB
850
Simmons Bank
Arkansas
$2.87M +$150K +412 +6%