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Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
801
U.S. Capital Wealth Advisors
Texas
$7.63M -$333K -926 -4%
TGAM
802
TBH Global Asset Management
Tennessee
$7.6M +$359 +1 +0%
SIM
803
Seaview Investment Managers
Florida
$7.57M +$144K +400 +2%
SAM
804
Security Asset Management
New York
$7.54M -$47.1K -131 -0.6%
CNC
805
Canandaigua National Corp
New York
$7.53M +$1.16M +3,218 +18%
HR
806
Howe & Rusling
New York
$7.5M +$28K +78 +0.4%
WIC
807
Willis Investment Counsel
Georgia
$7.47M +$292K +813 +4%
AssetMark Inc
808
AssetMark Inc
California
$7.44M +$4.38M +12,190 +141%
MIP
809
Marietta Investment Partners
Wisconsin
$7.42M +$719 +2 +0%
KPWS
810
Kestra Private Wealth Services
Texas
$7.4M +$84.8K +236 +1%
ECM
811
Everence Capital Management
Indiana
$7.38M -$906K -2,520 -11%
SXL
812
Summit X LLC
Missouri
$7.38M +$233K +649 +3%
SW
813
SVB Wealth
Massachusetts
$7.34M +$254K +706 +4%
JG
814
Jefferies Group
New York
$7.27M +$505K +1,405 +7%
CRM
815
Cramer Rosenthal McGlynn
Connecticut
$7.27M +$1.9M +5,289 +35%
RCWM
816
Royal Capital Wealth Management
Indiana
$7.25M +$8.99K +25 +0.1%
PG
817
Pendal Group
Australia
$7.24M -$724K -2,013 -9%
YWP
818
YorkBridge Wealth Partners
New York
$7.24M -$847K -2,357 -10%
CCP
819
Corient Capital Partners
California
$7.23M +$619K +1,723 +9%
FCBT
820
First Citizens Bank & Trust
North Carolina
$7.22M +$746K +2,075 +11%
NA
821
Nottingham Advisors
New York
$7.16M – – –
MCM
822
Maytus Capital Management
New York
$7.15M -$12.6M -35,000 -64%
BC
823
Blackhill Capital
New Jersey
$7.15M – – –
BRCM
824
Bright Rock Capital Management
Massachusetts
$7.15M – – –
SFI
825
Susquehanna Fundamental Investments
Pennsylvania
$7.15M +$7.19M +20,000 New