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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
1151
Clifford Swan Investment Counsel
California
$419K – – –
LT
1152
Legacy Trust
Michigan
$417K +$4.75K +13 +1%
MHR
1153
Matthew Hamilton Rosenberg
$416K – – –
CA
1154
Crewe Advisors
Utah
$413K +$7.3K +20 +2%
IFAM
1155
Institutional & Family Asset Management
Colorado
$412K +$373K +1,022 +1,762%
AWM
1156
Avior Wealth Management
Nebraska
$411K -$70.8K -194 -15%
UBV
1157
United Bank (Virginia)
Virginia
$410K – – –
AIIMS
1158
Analyst IMS Investment Management Services
Israel
$408K – – –
GFP
1159
Gryphon Financial Partners
Ohio
$408K +$62.4K +171 +19%
ALAM
1160
Asahi Life Asset Management
Japan
$406K +$256K +700 +192%
EF
1161
Empirical Finance
Pennsylvania
$404K – – –
MWPCG
1162
Measured Wealth Private Client Group
New Hampshire
$403K – – –
RPWA
1163
Regent Peak Wealth Advisors
Georgia
$401K +$1.46K +4 +0.4%
KFGK
1164
Keystone Financial Group (Kentucky)
Kentucky
$400K +$383K +1,049 New
XS
1165
XR Securities
Illinois
$397K +$381K +1,042 New
IFWM
1166
Institute for Wealth Management
Colorado
$396K -$17.9K -49 -5%
GC
1167
Guidance Capital
Kentucky
$393K +$375K +1,028 New
WSC
1168
Wellington Shields & Co
New York
$392K – – –
VT
1169
Vise Technologies
New York
$392K +$89.8K +246 +31%
GIA
1170
GHP Investment Advisors
Colorado
$391K – – –
KFC
1171
Klingenstein Fields & Co
New York
$390K +$1.46K +4 +0.4%
NFA
1172
Northern Financial Advisors
Michigan
$389K +$51.1K +140 +16%
WI
1173
WrapManager Inc
California
$388K -$10.6K -29 -3%
PTB
1174
Pioneer Trust Bank
Oregon
$387K – – –
NB
1175
Nicolet Bankshares
Wisconsin
$386K +$23K +63 +7%