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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1426
Soltis Investment Advisors
Utah
$788K -$39.9K -239 -5%
MBTD
1427
Mechanics Bank - Trust Department
California
$787K – – –
AFC
1428
AFT Forsyth & Company
Florida
$785K – – –
WC
1429
Whitney & Co
New York
$783K – – –
CPWA
1430
Cerro Pacific Wealth Advisors
California
$783K +$787K +4,715 New
IPW
1431
Inlet Private Wealth
Florida
$781K +$121K +724 +18%
GBT
1432
Grove Bank & Trust
Florida
$778K +$31.4K +188 +4%
PTP
1433
Platform Technology Partners
New York
$777K +$781K +4,679 New
EWA
1434
Encompass Wealth Advisors
Oregon
$776K – – –
NWM
1435
Nicola Wealth Management
British Columbia, Canada
$775K -$188K -1,129 -20%
DTC
1436
Davidson Trust Company
Washington
$774K -$27.5K -165 -3%
DMBA
1437
Deseret Mutual Benefit Administrators
Utah
$773K +$777K +4,655 New
IWA
1438
Intercontinental Wealth Advisors
Texas
$771K +$82.9K +497 +12%
PJSIMP
1439
P.J. Schmidt Investment Management (PJS)
Wisconsin
$769K +$17K +102 +2%
HWMG
1440
Hurlow Wealth Management Group
Indiana
$766K -$210K -1,256 -21%
RCAG
1441
Rehmann Capital Advisory Group
Michigan
$766K -$113K -680 -13%
BFG
1442
Barber Financial Group
Kansas
$764K +$36.2K +217 +5%
CPA
1443
Clear Perspective Advisors
Illinois
$763K -$10.7K -64 -1%
Fiera Capital (Canada)
1444
Fiera Capital (Canada)
Quebec, Canada
$762K +$490K +2,936 +177%
WDL
1445
Well Done LLC
Michigan
$760K +$167 +1 +0%
BFS
1446
Bard Financial Services
Connecticut
$759K +$834 +5 +0.1%
SB
1447
Sunflower Bank
Texas
$756K +$98.6K +591 +15%
SIG
1448
Sargent Investment Group
Maryland
$751K – – –
RWM
1449
Ritholtz Wealth Management
New York
$751K +$32.9K +197 +5%
BFC
1450
Bedel Financial Consulting
Indiana
$745K +$25.2K +151 +3%