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Name Holding Trade Value Shares
Change
Change in
Stake
KTA
1301
Keeley-Teton Advisors
Illinois
$583K
CB
1302
Community Bank
New York
$583K -$6.83K -25 -1%
GWM
1303
Geneos Wealth Management
Colorado
$582K +$47K +172 +10%
VWA
1304
Visionary Wealth Advisors
Illinois
$580K
ST
1305
Spinnaker Trust
Maine
$579K +$4.65K +17 +0.9%
FCA
1306
FinTrust Capital Advisors
South Carolina
$578K +$101K +368 +25%
SCG
1307
Sonata Capital Group
Washington
$574K
SCM
1308
Stevens Capital Management
Pennsylvania
$572K -$575K -2,104 -53%
KP
1309
Keel Point
Alabama
$571K -$16.1K -59 -3%
EWP
1310
Elevation Wealth Partners
California
$564K -$21.1K -77 -4%
TAM
1311
Titleist Asset Management
Texas
$562K +$28.2K +103 +6%
HPC
1312
HM Payson & Co
Maine
$561K
PCA
1313
Prosperity Capital Advisors
Ohio
$560K +$96.2K +352 +24%
BDFN
1314
Bond & Devick Financial Network
Minnesota
$554K -$191K -700 -28%
BCM
1315
BluePath Capital Management
Georgia
$554K +$91.6K +335 +23%
DP
1316
DDD Partners
Washington
$553K -$23.9M -87,432 -98%
JWA
1317
JFS Wealth Advisors
Pennsylvania
$552K -$9.84K -36 -2%
AGWCA
1318
Annis Gardner Whiting Capital Advisors
Florida
$552K +$185K +677 +62%
RCA
1319
Resonant Capital Advisors
Wisconsin
$550K +$23.2K +85 +5%
CC
1320
Courier Capital
New York
$550K -$26.8K -98 -5%
NSAM
1321
North Star Asset Management
Wisconsin
$549K -$9.57K -35 -2%
NPT
1322
Nixon Peabody Trust
Massachusetts
$548K -$64.3K -235 -12%
SFP
1323
Shepherd Financial Partners
Massachusetts
$546K +$1.64K +6 +0.3%
RPC
1324
Rossmore Private Capital
Connecticut
$541K +$65.9K +241 +16%
CRI
1325
Colonial River Investments
Virginia
$541K