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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
976
Citizens Business Bank
California
$6.08M -$105K -894 -2%
M
977
MOTCO
Texas
$6.07M -$110K -940 -2%
MWM
978
Modera Wealth Management
New Jersey
$6.06M -$213K -1,823 -4%
GVAG
979
Great Valley Advisor Group
Delaware
$6.06M +$164K +1,398 +3%
IIM
980
Ipswich Investment Management
Massachusetts
$6.03M – – –
MG
981
Mather Group
Illinois
$6.03M +$222K +1,899 +4%
AGP
982
Artia Global Partners
Florida
$6M – – –
CA
983
Cullinan Associates
Kentucky
$5.99M -$167K -1,425 -3%
WC
984
Westerkirk Capital
$5.98M -$222K -1,900 -4%
AL
985
Arnhold LLC
New York
$5.97M – – –
HW
986
HORAN Wealth
Ohio
$5.95M +$7.72K +66 +0.1%
MIM
987
Martin Investment Management
Florida
$5.95M -$86.4K -738 -2%
VSQM
988
V-Square Quantitative Management
Illinois
$5.94M -$104K -892 -2%
SAI
989
Savvy Advisors Inc
New York
$5.94M +$1.89M +16,122 +54%
CCG
990
Chatham Capital Group
Georgia
$5.94M +$27.2K +232 +0.5%
HCM
991
Howland Capital Management
Massachusetts
$5.93M -$44.7K -382 -0.8%
NA
992
Nordwand Advisors
Pennsylvania
$5.91M +$29K +248 +0.5%
CNBTD
993
Citizens National Bank Trust Department
Mississippi
$5.86M -$55.6K -475 -1%
SPC
994
Sigma Planning Corp
Michigan
$5.85M -$236K -2,013 -4%
VVP
995
Venture Visionary Partners
Ohio
$5.85M +$287K +2,451 +6%
WCM
996
Whitener Capital Management
North Carolina
$5.84M +$122K +1,041 +2%
FWM
997
Finer Wealth Management
Massachusetts
$5.83M +$1.52K +13 +0%
SSWM
998
Smith Salley Wealth Management
North Carolina
$5.81M +$148K +1,263 +3%
NG
999
Norden Group
Utah
$5.81M +$347K +2,961 +7%
ZBNA
1000
Zions Bancorporation, National Association
Utah
$5.81M +$611K +5,217 +13%