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Name Holding Trade Value Shares
Change
Change in
Stake
TA
651
TFB Advisors
Kansas
$341K +$329K +1,683 New
CCT
652
Chemung Canal Trust
New York
$338K -$122K -625 -27%
EWM
653
Evercore Wealth Management
New York
$336K -$28.1K -144 -8%
PFC
654
Phocas Financial Corp
California
$332K -$150K -767 -32%
AG
655
Ascent Group
Virginia
$331K -$109K -556 -25%
GCP
656
Garda Capital Partners
Minnesota
$331K +$320K +1,637 New
CAG
657
Csenge Advisory Group
Florida
$331K -$107K -549 -25%
PIMJS
658
PKO Investment Management Joint-Stock
Poland
$330K +$319K +1,630 New
WA
659
Wealth Alliance
New York
$327K +$316K +1,618 New
AA
660
ALPS Advisors
Colorado
$325K -$2.35K -12 -0.7%
LFAS
661
Level Four Advisory Services
Texas
$324K +$21.9K +112 +8%
ALAM
662
Asahi Life Asset Management
Japan
$323K +$124K +635 +66%
IFWM
663
Institute for Wealth Management
Colorado
$322K – – –
APWM
664
Argonautica Private Wealth Management
Massachusetts
$322K +$311K +1,590 New
WT
665
Whittier Trust
California
$321K -$2.54K -13 -0.8%
AWS
666
Atria Wealth Solutions
New York
$320K +$38.5K +197 +14%
Fisher Asset Management
667
Fisher Asset Management
Washington
$317K -$43K -220 -12%
Cohen & Steers
668
Cohen & Steers
New York
$316K – – –
CP
669
Covenant Partners
Tennessee
$315K – – –
KFSC
670
Keystone Financial Services (Colorado)
Colorado
$315K -$10.7K -55 -4%
MSAM
671
Moloney Securities Asset Management
Missouri
$313K -$56.1K -287 -16%
PFS
672
Physicians Financial Services
North Carolina
$307K – – –
ARC
673
Advisor Resource Council
Texas
$306K -$125K -638 -30%
AIM
674
Allen Investment Management
New York
$306K -$10.6K -54 -3%
ACM
675
Allred Capital Management
Texas
$305K -$195 -1 -0.1%