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Name Holding Trade Value Shares
Change
Change in
Stake
CCT
651
Chemung Canal Trust
New York
$338K -$122K -625 -27%
EWM
652
Evercore Wealth Management
New York
$336K -$28.1K -144 -8%
PFC
653
Phocas Financial Corp
California
$332K -$150K -767 -32%
AG
654
Ascent Group
Virginia
$331K -$109K -556 -25%
GCP
655
Garda Capital Partners
Minnesota
$331K +$320K +1,637 New
CAG
656
Csenge Advisory Group
Florida
$331K -$107K -549 -25%
PIMJS
657
PKO Investment Management Joint-Stock
Poland
$330K +$319K +1,630 New
WA
658
Wealth Alliance
New York
$327K +$316K +1,618 New
AA
659
ALPS Advisors
Colorado
$325K -$2.35K -12 -0.7%
LFAS
660
Level Four Advisory Services
Texas
$324K +$21.9K +112 +8%
ALAM
661
Asahi Life Asset Management
Japan
$323K +$124K +635 +66%
IFWM
662
Institute for Wealth Management
Colorado
$322K
APWM
663
Argonautica Private Wealth Management
Massachusetts
$322K +$311K +1,590 New
WT
664
Whittier Trust
California
$321K -$2.54K -13 -0.8%
AWS
665
Atria Wealth Solutions
New York
$320K +$38.5K +197 +14%
Fisher Asset Management
666
Fisher Asset Management
Washington
$317K -$43K -220 -12%
Cohen & Steers
667
Cohen & Steers
New York
$316K
CP
668
Covenant Partners
Tennessee
$315K
KFSC
669
Keystone Financial Services (Colorado)
Colorado
$315K -$10.7K -55 -4%
MSAM
670
Moloney Securities Asset Management
Missouri
$313K -$56.1K -287 -16%
PFS
671
Physicians Financial Services
North Carolina
$307K
ARC
672
Advisor Resource Council
Texas
$306K -$125K -638 -30%
AIM
673
Allen Investment Management
New York
$306K -$10.6K -54 -3%
ACM
674
Allred Capital Management
Texas
$305K -$195 -1 -0.1%
S
675
SignatureFD
Georgia
$302K +$25.6K +131 +10%