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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1076
Boston Financial Management
Massachusetts
$3.16M -$777K -14,640 -19%
WAM
1077
Wealthspire Advisors (Maryland)
Maryland
$3.15M -$300K -5,642 -8%
ANTB
1078
AMG National Trust Bank
Colorado
$3.15M -$2.24M -42,162 -40%
CFSG
1079
Community Financial Services Group
Vermont
$3.15M +$206K +3,885 +7%
FPFS
1080
First Personal Financial Services
North Carolina
$3.13M -$95.7K -1,802 -3%
WBC
1081
West Branch Capital
Massachusetts
$3.12M +$1.46M +27,525 +78%
Acadian Asset Management
1082
Acadian Asset Management
Massachusetts
$3.08M +$25.8K +485 +0.8%
CWM
1083
Concentric Wealth Management
California
$3.06M -$32.9K -620 -1%
MFG
1084
Monte Financial Group
Connecticut
$3.06M -$461K -8,677 -12%
OAM
1085
Oxford Asset Management
United Kingdom
$3.04M +$3.25M +61,110 New
ECM
1086
Elgethun Capital Management
South Dakota
$3.04M +$43.3K +816 +1%
WA
1087
WBH Advisory
Maryland
$3.03M -$6.53K -123 -0.2%
Cetera Investment Advisers
1088
Cetera Investment Advisers
Illinois
$3.03M -$399K -7,517 -11%
SIC
1089
SFE Investment Counsel
California
$3.03M -$363K -6,838 -10%
VWM
1090
Valley Wealth Managers
New Jersey
$3.02M -$440K -8,282 -12%
EAM
1091
Eagle Asset Management
Florida
$3.01M +$3.21M +60,489 New
PCTC
1092
Perkins Coie Trust Company
Washington
$2.99M -$80.1K -1,509 -2%
LPIC
1093
LeJeune Puetz Investment Counsel
Michigan
$2.99M -$412K -7,750 -11%
ECM
1094
Exchange Capital Management
Michigan
$2.99M -$108K -2,027 -3%
LGC
1095
Laurel Grove Capital
California
$2.98M +$2.09M +39,325 +190%
SEIA
1096
Signature Estate & Investment Advisors
California
$2.97M +$457K +8,611 +17%
PVH
1097
Psagot Value Holdings
Israel
$2.95M +$107K +2,024 +4%
NIM
1098
Northeast Investment Management
Massachusetts
$2.94M -$34.5K -650 -1%
CIC
1099
Canal Insurance Company
South Carolina
$2.94M
MHIC
1100
Marble Harbor Investment Counsel
Massachusetts
$2.93M -$31.9K -600 -1%