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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
651
Simon Quick Advisors
New Jersey
$43K
ACM
652
AUA Capital Management
Pennsylvania
$40K
HR
653
Howe & Rusling
New York
$38K
CI
654
CX Institutional
Indiana
$37K -$9.47K -436 -20%
EWM
655
Evermay Wealth Management
Virginia
$37K +$39.1K +1,800 New
PFPT
656
Pinnacle Financial Partners (Tennessee)
Tennessee
$36K +$38.2K +1,760 New
PWA
657
Pinnacle Wealth Advisors
Tennessee
$36K +$38.2K +1,760 New
CTC
658
Central Trust Company
Missouri
$35K
VCM
659
Versant Capital Management
Arizona
$33K -$499 -23 -1%
CB
660
Community Bank
New York
$31K
PFBT
661
Parkside Financial Bank & Trust
Missouri
$31K +$3.54K +163 +12%
LWA
662
Lenox Wealth Advisors
New York
$31K +$11.6K +535 +55%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$30.3K -$15.9K -734 -33%
BC
664
Bartlett & Co
Ohio
$30K -$15.9K -734 -33%
EWM
665
Endurance Wealth Management
Rhode Island
$30K
NFG
666
Next Financial Group
Texas
$29K -$478 -22 -2%
TWA
667
TCI Wealth Advisors
Arizona
$29K +$1.98K +91 +7%
SC
668
SouthState Corp
Florida
$29K +$30.3K +1,395 New
WLPWM
669
Walled Lake Planning & Wealth Management
Illinois
$28K +$195 +9 +0.7%
CAL
670
Capital Advisors Ltd
Ohio
$28K +$369 +17 +1%
Loomis, Sayles & Company
671
Loomis, Sayles & Company
Massachusetts
$27K -$20.2K -932 -42%
SCM
672
Silvant Capital Management
Georgia
$27K
KTC
673
Kistler-Tiffany Companies
Pennsylvania
$26K +$43 +2 +0.2%
GWS
674
Glassman Wealth Services
Virginia
$26K +$1.17K +54 +4%
LD
675
Lipe & Dalton
New York
$25K