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Name Holding Trade Value Shares
Change
Change in
Stake
EST
1026
EA Series Trust
Pennsylvania
$628K +$637K +7,499 New
BL
1027
Balentine LLC
Georgia
$627K -$487K -5,734 -43%
ESB
1028
Essex Savings Bank
Connecticut
$626K +$42K +495 +7%
PHIC
1029
Pine Haven Investment Counsel
Massachusetts
$625K -$32.5K -383 -5%
S
1030
SignatureFD
Georgia
$624K -$119K -1,405 -16%
AAM
1031
Ascension Asset Management
New York
$623K +$632K +7,444 New
PCMM
1032
Piedmont Capital Management (Montana)
Montana
$621K +$174K +2,054 +38%
AWM
1033
Aries Wealth Management
Maine
$620K -$13.6K -160 -2%
CCG
1034
Coastwise Capital Group
California
$616K +$55K +647 +10%
WF
1035
Wayfinding Financial
Washington
$614K -$12.6K -148 -2%
MWM
1036
Mission Wealth Management
California
$613K +$120K +1,417 +24%
WDL
1037
Well Done LLC
Michigan
$613K +$298K +3,513 +92%
SSW
1038
Smith Shellnut Wilson
Mississippi
$611K -$1.53K -18 -0.2%
TCA
1039
Troluce Capital Advisors
Puerto Rico
$610K +$621K +7,314 New
MWM
1040
Massachusetts Wealth Management
Massachusetts
$609K +$39.6K +466 +7%
AIM
1041
Allen Investment Management
New York
$607K -$510 -6 -0.1%
DDC
1042
DF Dent & Co
Maryland
$604K -$48.9K -576 -7%
Jones Financial Companies
1043
Jones Financial Companies
Missouri
$604K +$33.6K +396 +6%
ACS
1044
Archford Capital Strategies
Illinois
$604K -$12.3K -145 -2%
DPIM
1045
Duff & Phelps Investment Management
Illinois
$601K
WPW
1046
Waldron Private Wealth
Pennsylvania
$601K +$10.4K +123 +2%
VCM
1047
Violich Capital Management
California
$599K
FWTB
1048
First Western Trust Bank
Colorado
$599K -$15.6K -184 -3%
ICG
1049
InterOcean Capital Group
Tennessee
$596K -$459K -5,409 -43%
RRA
1050
Round Rock Advisors
Connecticut
$596K +$6.37K +75 +1%