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Name Holding Trade Value Shares
Change
Change in
Stake
Boston Trust Walden
1426
Boston Trust Walden
Massachusetts
$3.25M -$10.4K -20 -0.3%
AOWM
1427
Alpha Omega Wealth Management
Virginia
$3.24M -$8.8K -17 -0.3%
HIC
1428
Holderness Investments Company
North Carolina
$3.23M +$15K +29 +0.5%
PFG
1429
Putney Financial Group
California
$3.22M +$3.17M +6,117 New
DCM
1430
Dudley Capital Management
Virginia
$3.21M -$5.18K -10 -0.2%
GDCM
1431
Galaxy Digital Capital Management
New York
$3.2M +$3.14M +6,072 New
TC
1432
Tsai Capital
New York
$3.2M -$39.3K -76 -1%
TCA
1433
Transcend Capital Advisors
New Jersey
$3.2M +$266K +513 +9%
ADL
1434
Asset Dedication LLC
California
$3.18M -$1.25M -2,416 -29%
CWG
1435
Cornerstone Wealth Group
North Carolina
$3.18M +$184K +355 +6%
ACL
1436
Applied Capital LLC
Florida
$3.17M -$31.1K -60 -1%
PMG
1437
ProVise Management Group
Florida
$3.17M -$55.4K -107 -2%
SC
1438
Savoie Capital
Illinois
$3.16M – – –
MA
1439
Mutual Advisors
Nebraska
$3.15M -$44K -85 -1%
LCM
1440
Landscape Capital Management
New Jersey
$3.15M +$511K +988 +20%
OL
1441
Optas LLC
Texas
$3.15M +$75.6K +146 +3%
RCA
1442
Resonant Capital Advisors
Wisconsin
$3.13M +$188K +364 +7%
SIA
1443
SeaBridge Investment Advisors
New Jersey
$3.13M +$157K +303 +5%
AMG National Trust Bank
1444
AMG National Trust Bank
Colorado
$3.13M +$84.4K +163 +3%
GCM
1445
Gables Capital Management
Florida
$3.12M -$25.9K -50 -0.8%
Savvy Advisors Inc
1446
Savvy Advisors Inc
New York
$3.12M +$1.96M +3,781 +177%
WLPWM
1447
Walled Lake Planning & Wealth Management
Illinois
$3.11M -$11.4K -22 -0.4%
SOW
1448
State of Wyoming
Wyoming
$3.1M +$2.59M +4,999 +557%
Parallax Volatility Advisers
1449
Parallax Volatility Advisers
California
$3.09M -$242K -468 -7%
QIM
1450
Quest Investment Management
Oregon
$3.09M +$1.52M +2,932 +100%