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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1001
Arrow Financial
New York
$1.92M +$502K +2,535 +38%
CC
1002
Courier Capital
New York
$1.92M -$13.9K -70 -0.8%
SW
1003
SlateStone Wealth
Florida
$1.91M +$31.7K +160 +2%
NG
1004
NatWest Group
United Kingdom
$1.91M +$1.82M +9,178 New
PNAA
1005
Pictet North America Advisors
Switzerland
$1.89M +$16.8K +85 +0.9%
LS
1006
Livforsakringsbolaget Skandia
Sweden
$1.88M +$297K +1,500 +20%
KFC
1007
Klingenstein Fields & Co
New York
$1.88M -$170K -860 -9%
FFA
1008
First Foundation Advisors
California
$1.88M +$15.1K +76 +0.8%
MWM
1009
Mission Wealth Management
California
$1.88M +$212K +1,071 +13%
FFN
1010
Focus Financial Network
Minnesota
$1.88M +$105K +529 +6%
RCG
1011
Rock Creek Group
District of Columbia
$1.88M +$1.79M +9,047 New
PCA
1012
Peddock Capital Advisors
Massachusetts
$1.88M
PA
1013
Parallel Advisors
California
$1.88M +$138K +699 +8%
MC
1014
Martin & Co
Tennessee
$1.88M
S
1015
SignatureFD
Georgia
$1.88M +$79.4K +401 +5%
UBG
1016
United Bank (Georgia)
Georgia
$1.87M -$275K -1,387 -13%
CK
1017
Cohen Klingenstein
New York
$1.87M +$1.78M +9,000 New
AF
1018
Advisornet Financial
Minnesota
$1.87M +$79.8K +403 +5%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$1.86M -$262K -1,323 -13%
SDWIA
1020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.86M
RC
1021
RegentAtlantic Capital
New Jersey
$1.86M +$11.5K +58 +0.7%
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.85M -$101K -512 -5%
FAIM
1023
Financial Advocates Investment Management
Washington
$1.85M +$237K +1,197 +15%
BAM
1024
Belpointe Asset Management
Nevada
$1.85M -$170K -857 -9%
IAMOG
1025
Investors Asset Management of Georgia
Georgia
$1.85M