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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
801
Deseret Mutual Benefit Administrators
Utah
$386K +$11.8K +54 +3%
ESBC
802
E.S. Barr & Co
Kentucky
$384K
CCM
803
Coldstream Capital Management
Washington
$384K +$389K +1,785 New
CRI
804
Colonial River Investments
Virginia
$383K +$41.2K +189 +12%
CCP
805
Cassia Capital Partners
North Carolina
$382K
TIA
806
Traphagen Investment Advisors
New Jersey
$380K +$654 +3 +0.2%
ESB
807
Essex Savings Bank
Connecticut
$380K
OIA
808
OneDigital Investment Advisors
Kansas
$378K +$436 +2 +0.1%
SAF
809
Smith Anglin Financial
Texas
$377K -$14.4K -66 -4%
CGL
810
Clarius Group LLC
Washington
$377K +$43.6K +200 +13%
BRWA
811
B. Riley Wealth Advisors
Florida
$375K -$7.19K -33 -2%
CHAM
812
Clear Harbor Asset Management
Connecticut
$373K
MBTD
813
Mechanics Bank - Trust Department
California
$368K
MC
814
Machina Capital
France
$367K +$371K +1,704 New
RC
815
RegentAtlantic Capital
New Jersey
$366K +$33.8K +155 +10%
FP
816
Foundry Partners
Minnesota
$365K
EFS
817
Essex Financial Services
Connecticut
$364K +$872 +4 +0.2%
KA
818
KLCM Advisors
Wisconsin
$363K +$4.58K +21 +1%
Lido Advisors
819
Lido Advisors
California
$361K +$26.8K +123 +8%
HFM
820
Hartford Financial Management
Connecticut
$360K +$218 +1 +0.1%
FNBT
821
FineMark National Bank & Trust
Florida
$359K -$3.92K -18 -1%
PWMAG
822
Pinnacle Wealth Management Advisory Group
New Jersey
$358K +$43.6K +200 +14%
CFS
823
Cannon Financial Strategists
Georgia
$357K
MSFS
824
Main Street Financial Solutions
Pennsylvania
$356K -$23.8K -109 -6%
Members Trust
825
Members Trust
Florida
$353K