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Name Holding Trade Value Shares
Change
Change in
Stake
Annex Advisory Services
651
Annex Advisory Services
Wisconsin
$8.82M +$1.89M +23,962 +29%
GIM
652
Grassi Investment Management
California
$8.8M +$37.6K +477 +0.4%
AWAG
653
ARS Wealth Advisors Group
Florida
$8.8M +$6.07K +77 +0.1%
Kestra Private Wealth Services
654
Kestra Private Wealth Services
Texas
$8.77M +$525K +6,660 +7%
BRWA
655
B. Riley Wealth Advisors
Florida
$8.75M -$199K -2,530 -2%
NCM
656
Novare Capital Management
North Carolina
$8.75M +$351K +4,448 +4%
CNC
657
Canandaigua National Corp
New York
$8.75M +$1.59M +20,218 +23%
BFS
658
Bard Financial Services
Connecticut
$8.74M +$224K +2,843 +3%
KA
659
Kintegral Advisory
New York
$8.73M +$186K +2,360 +2%
KLWA
660
Kelly Lawrence W & Associates
California
$8.68M +$168K +2,130 +2%
TCOV
661
Trust Company of Vermont
Vermont
$8.65M +$178K +2,261 +2%
LDB
662
Lee, Danner & Bass
Tennessee
$8.64M -$43.6K -553 -0.5%
SAM
663
SP Asset Management
California
$8.64M +$40.8K +518 +0.5%
LA
664
Lynch & Associates
Indiana
$8.63M +$12.9K +164 +0.2%
DY
665
Dowling & Yahnke
California
$8.62M +$56.4K +715 +0.7%
Kovitz Investment Group Partners
666
Kovitz Investment Group Partners
Illinois
$8.6M +$916K +11,622 +12%
ALAM
667
Asahi Life Asset Management
Japan
$8.59M +$178K +2,256 +2%
Eastern Bank
668
Eastern Bank
Massachusetts
$8.56M -$1.86M -23,551 -18%
Ferguson Wellman Capital Management
669
Ferguson Wellman Capital Management
Oregon
$8.53M -$359K -4,559 -4%
SFI
670
Siemens Fonds Invest
Germany
$8.46M +$11.1K +141 +0.1%
WCF
671
West Coast Financial
California
$8.32M +$221K +2,797 +3%
Boothbay Fund Management
672
Boothbay Fund Management
New York
$8.32M +$7.55M +95,813 +1,726%
GIA
673
GHP Investment Advisors
Colorado
$8.29M +$332K +4,208 +4%
Johnson Investment Counsel
674
Johnson Investment Counsel
Ohio
$8.25M +$938K +11,901 +14%
Wealth Enhancement Advisory Services
675
Wealth Enhancement Advisory Services
Minnesota
$8.25M +$263K +3,333 +3%