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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$3.84M +$75.4K +435 +2%
FB
677
Fulton Bank
Pennsylvania
$3.82M +$443K +2,556 +13%
TCCM
678
Timber Creek Capital Management
Massachusetts
$3.8M -$9.36K -54 -0.2%
HCMT
679
Highland Capital Management (Tennessee)
Tennessee
$3.8M -$124K -714 -3%
FC
680
FCA Corp
Texas
$3.79M +$53.5K +309 +1%
CCM
681
Consolidated Capital Management
California
$3.79M +$34.5K +199 +0.9%
TGCM
682
Tukman Grossman Capital Management
California
$3.76M -$5.97M -34,445 -62%
OCM
683
Orleans Capital Management
Louisiana
$3.76M -$530K -3,059 -12%
WCF
684
West Coast Financial
California
$3.76M +$181K +1,044 +5%
WCM
685
Weik Capital Management
Pennsylvania
$3.76M -$76.6K -442 -2%
SI
686
SII Investments
Wisconsin
$3.75M -$2.22M -12,810 -37%
NB
687
NBT Bank
New York
$3.74M -$19.6K -113 -0.5%
LA
688
Lau Associates
Delaware
$3.72M +$104K +598 +3%
TF
689
Tompkins Financial
New York
$3.68M +$111K +643 +3%
WAM
690
Wealthspire Advisors (Maryland)
Maryland
$3.68M -$104K -600 -3%
FCT
691
Family Capital Trust
Massachusetts
$3.67M -$22.9K -132 -0.6%
CT
692
Clearstead Trust
Maine
$3.67M +$520 +3 +0%
WJA
693
Williams Jones & Associates
New York
$3.66M +$103K +592 +3%
ST
694
Smithfield Trust
Pennsylvania
$3.65M +$12.3K +71 +0.3%
BWM
695
BerganKDV Wealth Management
Minnesota
$3.64M +$337K +1,946 +10%
WKWM
696
Walter & Keenan Wealth Management
Indiana
$3.64M +$312K +1,801 +10%
SWP
697
Stratos Wealth Partners
Ohio
$3.63M +$90.5K +522 +3%
WA
698
Wealth Architects
California
$3.6M -$347 -2 -0%
AP
699
Advisor Partners
California
$3.6M +$155K +894 +5%
PWM
700
Perigon Wealth Management
California
$3.59M -$2.58M -14,916 -42%