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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
826
BTC Capital Management
Iowa
$8.36M +$12K +101 +0.1%
TCOT
827
Trust Company of Toledo
Ohio
$8.35M +$38K +320 +0.4%
CAC
828
Core Alternative Capital
Georgia
$8.34M -$772K -6,497 -8%
VFA
829
Valeo Financial Advisors
Indiana
$8.29M -$484K -4,076 -4%
RPC
830
Rossmore Private Capital
Connecticut
$8.28M +$51.1K +430 +0.6%
SFWA
831
Summit Financial Wealth Advisors
Louisiana
$8.24M +$90.5K +762 +1%
RHAM
832
Round Hill Asset Management
California
$8.23M -$59.4K -500 -0.7%
PWP
833
Principle Wealth Partners
Connecticut
$8.22M +$208K +1,750 +2%
SVCP
834
Silicon Valley Capital Partners
California
$8.21M +$1.07M +8,982 +14%
FB
835
Fulton Bank
Pennsylvania
$8.17M -$178K -1,497 -2%
LFAS
836
Level Four Advisory Services
Texas
$8.15M -$1.61M -13,540 -15%
MHIC
837
Marble Harbor Investment Counsel
Massachusetts
$8.14M -$29.9K -252 -0.4%
RDWM
838
Red Door Wealth Management
Tennessee
$8.11M +$397K +3,343 +5%
LW
839
Linscomb Wealth
Texas
$8.11M -$16K -135 -0.2%
PCA
840
Private Capital Advisors
Connecticut
$8.09M
HAG
841
HighPoint Advisor Group
Illinois
$8.07M -$934K -7,861 -10%
1IA
842
1834 Investment Advisors
Wisconsin
$8.05M -$112K -946 -1%
SIM
843
Seaview Investment Managers
Florida
$8.04M -$158K -1,331 -2%
PCA
844
Pallas Capital Advisors
Massachusetts
$8.04M +$815K +6,859 +10%
MDCM
845
Morgan Dempsey Capital Management
Wisconsin
$7.99M -$1.07M -9,027 -11%
SFS
846
Sowell Financial Services
Arkansas
$7.98M +$511K +4,304 +7%
CC
847
Courier Capital
New York
$7.97M -$41.1K -346 -0.5%
FCH
848
Freestone Capital Holdings
Washington
$7.95M +$385K +3,244 +5%
MMA
849
Miracle Mile Advisors
California
$7.95M -$942K -7,932 -10%
LOPW
850
Live Oak Private Wealth
North Carolina
$7.94M +$89.1K +750 +1%