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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
626
Prospera Financial Services
Texas
$3.29M +$1.2M +43,202 +53%
MC
627
Moors & Cabot
Massachusetts
$3.26M -$177K -6,373 -5%
HT
628
Heritage Trust
Oklahoma
$3.25M -$707K -25,444 -17%
AIM
629
Achmea Investment Management
Netherlands
$3.25M -$2.83M -101,958 -44%
CAM
630
Columbia Asset Management
Michigan
$3.23M +$235K +8,470 +7%
BIAS
631
Beacon Investment Advisory Services
New Jersey
$3.22M -$303K -10,895 -8%
PFPT
632
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.21M -$9.05K -326 -0.3%
SFS
633
Sowell Financial Services
Arkansas
$3.21M +$341K +12,290 +11%
HTC
634
Haverford Trust Company
Pennsylvania
$3.21M -$210K -7,555 -6%
LCM
635
LVM Capital Management
Michigan
$3.2M -$257K -9,263 -7%
BS
636
Boenning & Scattergood
Pennsylvania
$3.2M -$241K -8,662 -12%
CBTWT
637
Community Bank & Trust (Waco, Texas)
Texas
$3.2M -$114K -4,120 -3%
HBT
638
Hills Bank & Trust
Iowa
$3.2M -$120K -4,310 -3%
HWM
639
HB Wealth Management
Georgia
$3.19M +$90.2K +3,249 +3%
SWM
640
Selective Wealth Management
Virginia
$3.18M -$1.45M -52,336 -32%
WP
641
WealthPLAN Partners
Nebraska
$3.18M +$3.08M +110,959 New
CIC
642
Canal Insurance Company
South Carolina
$3.17M
WIM
643
WealthPlan Investment Management
Nebraska
$3.17M +$81.6K +2,939 +3%
KC
644
Kadensa Capital
Hong Kong
$3.17M
BAM
645
Belpointe Asset Management
Nevada
$3.16M +$263K +9,469 +9%
SPC
646
Sigma Planning Corp
Michigan
$3.16M -$243K -8,754 -7%
SAM
647
Shell Asset Management
Netherlands
$3.15M -$856K -30,828 -21%
JIC
648
Johnson Investment Counsel
Ohio
$3.15M -$224K -8,060 -6%
CNC
649
Canandaigua National Corp
New York
$3.15M -$277K -9,973 -8%
IPW
650
IronBridge Private Wealth
Texas
$3.14M +$3.3M +118,808 New