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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1176
Concentric Wealth Management
California
$3.93M -$258K -643 -7%
WGCA
1177
Wolf Group Capital Advisors
Virginia
$3.92M +$110K +274 +3%
GIA
1178
Gladstone Institutional Advisory
Florida
$3.91M -$561K -1,397 -13%
AIM
1179
Anchor Investment Management
South Carolina
$3.91M +$99.2K +247 +3%
SW
1180
SlateStone Wealth
Florida
$3.9M +$291K +724 +9%
BBNA
1181
Bremer Bank National Association
Minnesota
$3.89M +$15.3K +38 +0.4%
Buckingham Strategic Wealth
1182
Buckingham Strategic Wealth
Missouri
$3.89M +$142K +354 +4%
BDL
1183
Bey-Douglas LLC
Georgia
$3.88M +$3.65M +9,089 New
Old National Bancorp
1184
Old National Bancorp
Indiana
$3.88M -$1M -2,500 -22%
FDP
1185
Financiere des Professionnels
Quebec, Canada
$3.86M +$29.7K +74 +0.8%
MC
1186
Mirabaud & Cie
Switzerland
$3.86M +$3.63M +9,040 New
GTAM
1187
Global Trust Asset Management
Florida
$3.85M -$12.1K -30 -0.3%
Calamos Wealth Management
1188
Calamos Wealth Management
Illinois
$3.83M +$35.8K +89 +1%
PJSIMP
1189
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.83M -$21.3K -53 -0.6%
AT
1190
American Trust
Kentucky
$3.8M -$106K -264 -3%
PWCM
1191
Processus Wealth & Capital Management
Tennessee
$3.79M +$3.57M +8,893 New
CI
1192
Cigna Investments
Connecticut
$3.79M -$52.2K -130 -1%
OFA
1193
Oak Family Advisors
Illinois
$3.79M -$71.9K -179 -2%
WR
1194
WD Rutherford
Oregon
$3.78M -$46.2K -115 -1%
IWA
1195
Inspirion Wealth Advisors
Illinois
$3.78M +$6.03K +15 +0.2%
Kingswood Wealth Advisors
1196
Kingswood Wealth Advisors
California
$3.75M +$2.25M +5,593 +174%
GSB
1197
Greenfield Savings Bank
Massachusetts
$3.74M -$2.81K -7 -0.1%
NCGI
1198
Next Century Growth Investors
Minnesota
$3.73M -$88.4K -220 -2%
WCM
1199
Weik Capital Management
Pennsylvania
$3.73M -$68.7K -171 -2%
MCM
1200
McKinley Capital Management
Alaska
$3.73M -$119K -297 -3%