Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1201
AFT Forsyth & Company
Florida
$888K – – –
GIA
1202
Granite Investment Advisors
New Hampshire
$886K -$66.9K -478 -7%
EB
1203
Eastern Bank
Massachusetts
$882K -$98.3K -702 -11%
GIA
1204
Guyasuta Investment Advisors
Pennsylvania
$881K – – –
LCM
1205
Logan Capital Management
Pennsylvania
$881K – – –
KFP
1206
KMG Fiduciary Partners
Ohio
$879K +$835K +5,961 New
EAM
1207
Evanson Asset Management
California
$870K -$2.8K -20 -0.3%
MLL
1208
Moody Lynn & Lieberson
Massachusetts
$870K – – –
PI
1209
PFS Investments
Georgia
$865K +$371K +2,650 +82%
CPIG
1210
Chicago Partners Investment Group
Illinois
$864K +$64.4K +460 +9%
PL
1211
Plancorp LLC
Missouri
$863K +$16.2K +116 +2%
FP
1212
Fiduciary Planning
Florida
$863K +$873K +6,232 New
PB
1213
Pinnacle Bancorp
Nebraska
$861K – – –
S
1214
SimplyRich
California
$858K -$4.2K -30 -0.5%
Qube Research & Technologies (QRT)
1215
Qube Research & Technologies (QRT)
United Kingdom
$856K +$146K +1,044 +22%
SWM
1216
Stockman Wealth Management
Montana
$850K -$46.9K -335 -5%
ST
1217
Sabal Trust
Florida
$849K -$73.5K -525 -8%
CCA
1218
Conestoga Capital Advisors
Pennsylvania
$842K – – –
CST
1219
Charles Schwab Trust
Nevada
$842K +$569K +4,066 +248%
CAI
1220
Capital Advisors Inc
Oklahoma
$840K -$42.2K -301 -5%
SIG
1221
Sargent Investment Group
Maryland
$839K +$47.2K +337 +6%
WAAG
1222
Wealth Alliance Advisory Group
Kansas
$831K -$1.82K -13 -0.2%
CCA
1223
Cobblestone Capital Advisors
New York
$830K -$24.7K -176 -3%
EFSCE
1224
Enterprise Financial Services Corp (EFSC)
Missouri
$830K -$700 -5 -0.1%
OPS
1225
Orion Portfolio Solutions
Nebraska
$828K +$786K +5,615 New