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Name Holding Trade Value Shares
Change
Change in
Stake
ST
751
Smithfield Trust
Pennsylvania
$3.15M +$4.38K +29 +0.2%
PAMG
752
Patton Albertson Miller Group
Tennessee
$3.15M +$709K +4,693 +32%
GFS
753
GYL Financial Synergies
Connecticut
$3.15M -$46.5K -308 -2%
OPTFSNA
754
Old Point Trust & Financial Services N A
Virginia
$3.11M -$21.2K -140 -0.7%
DWA
755
Douglass Winthrop Advisors
New York
$3.11M -$12.2K -81 -0.4%
WA
756
Waverly Advisors
Alabama
$3.11M -$103K -683 -3%
PCMK
757
Paragon Capital Management (Kansas)
Kansas
$3.11M -$86.6K -573 -3%
GRP
758
Global Retirement Partners
California
$3.1M +$599K +3,962 +27%
AFG
759
Atomi Financial Group
New York
$3.1M +$488K +3,228 +21%
LNWWM
760
Laird Norton Wetherby Wealth Management
California
$3.09M +$89.3K +591 +3%
ABC
761
Associated Banc-Corp
Wisconsin
$3.08M -$104K -690 -4%
BJL
762
Brighton Jones LLC
Washington
$3.07M +$916K +6,063 +48%
RIL
763
Rothschild Investment LLC
Illinois
$3.05M -$710K -4,701 -20%
WSCM
764
Wellington Shields Capital Management
New York
$3.04M +$7.55K +50 +0.3%
NAM
765
NTV Asset Management
West Virginia
$3.03M -$15.4K -102 -0.5%
HSA
766
HBK Sorce Advisory
Pennsylvania
$3.02M +$77.1K +510 +3%
RIA
767
Regal Investment Advisors
Michigan
$3.02M +$154K +1,018 +6%
1832 Asset Management
768
1832 Asset Management
Ontario, Canada
$3.02M +$2.79M +18,448 New
LA
769
Lifeworks Advisors
Michigan
$3.01M +$106K +704 +4%
S
770
SignatureFD
Georgia
$3.01M -$127K -843 -4%
JWCA
771
J.W. Coons Advisors
Ohio
$3.01M
MA
772
Montag & Associates
Georgia
$2.99M +$26.4K +175 +1%
SIA
773
SeaBridge Investment Advisors
New Jersey
$2.96M -$14.5K -96 -0.5%
CWM
774
Congress Wealth Management
Massachusetts
$2.95M +$920K +6,086 +51%
CWM
775
C2C Wealth Management
Arizona
$2.95M -$4.5M -29,758 -62%