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Name Holding Trade Value Shares
Change
Change in
Stake
S
1051
SignatureFD
Georgia
$3.64M -$140K -2,336 -4%
PCTC
1052
Perkins Coie Trust Company
Washington
$3.63M +$84.1K +1,407 +2%
CT
1053
Chicago Trust
Illinois
$3.63M +$897 +15 +0%
AF
1054
Arrow Financial
New York
$3.61M +$768K +12,840 +27%
WBC
1055
West Branch Capital
Massachusetts
$3.6M +$57.2K +956 +2%
FAIM
1056
Financial Advocates Investment Management
Washington
$3.59M -$326K -5,452 -8%
HIM
1057
Harbour Investment Management
Washington
$3.58M -$184K -3,077 -5%
Koshinski Asset Management
1058
Koshinski Asset Management
Illinois
$3.58M +$137K +2,293 +4%
FAM
1059
Formidable Asset Management
Ohio
$3.57M -$78.1K -1,306 -2%
CIP
1060
Convergence Investment Partners
Florida
$3.56M +$359K +6,011 +11%
CPA
1061
Capital Planning Advisors
California
$3.55M -$11.1K -185 -0.3%
OAM
1062
Origin Asset Management
United Kingdom
$3.55M +$2.3M +38,400 +183%
RFM
1063
Royal Fund Management
Florida
$3.55M +$324K +5,415 +10%
FNBTCON
1064
First National Bank & Trust Co of Newtown
Pennsylvania
$3.54M -$5.98K -100 -0.2%
FMWA
1065
Forvis Mazars Wealth Advisors
Missouri
$3.54M +$212K +3,547 +6%
BAM
1066
Blueshift Asset Management
New Jersey
$3.52M +$3.52M +58,906 New
MAM
1067
Morse Asset Management
Connecticut
$3.52M +$825K +13,800 +31%
MBT
1068
Montecito Bank & Trust
California
$3.52M -$213K -3,560 -6%
PPW
1069
Parcion Private Wealth
Washington
$3.52M +$143K +2,390 +4%
AT
1070
Arden Trust
Delaware
$3.52M -$73.1K -1,223 -2%
WAOTB
1071
Wealth Advisors of Tampa Bay
Florida
$3.52M -$129K -2,161 -4%
HAG
1072
HighPoint Advisor Group
Illinois
$3.52M +$46.9K +784 +1%
OLA
1073
Oliver Luxxe Assets
New Jersey
$3.5M -$64.9K -1,085 -2%
SFG
1074
SevenBridge Financial Group
Pennsylvania
$3.49M -$76.1K -1,273 -2%
MWM
1075
Minot Wealth Management
Massachusetts
$3.49M +$609K +10,183 +21%