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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1001
BRR OpCo
Ohio
$3.2M +$19.8K +247 +0.6%
MA
1002
Mutual Advisors
Nebraska
$3.18M -$483K -6,022 -13%
HB
1003
Homrich & Berg
Georgia
$3.18M -$94.5K -1,179 -3%
CIS
1004
Capital International Sarl
California
$3.17M -$1.07M -13,309 -25%
CRIG
1005
Charter Research & Investment Group
Connecticut
$3.17M +$86.9K +1,084 +3%
S
1006
Seeyond
France
$3.15M -$374K -4,665 -11%
HCM
1007
Hengehold Capital Management
Ohio
$3.15M -$80.1K -1,000 -2%
LW
1008
Linscomb Wealth
Texas
$3.15M -$73.3K -915 -2%
JCM
1009
Jacobi Capital Management
Pennsylvania
$3.14M -$74.6K -931 -2%
PWMG
1010
Prestige Wealth Management Group
New Jersey
$3.14M -$2.24K -28 -0.1%
FDS
1011
First Dallas Securities
Texas
$3.14M +$46.2K +577 +1%
IAA
1012
Independent Advisor Alliance
North Carolina
$3.11M +$14.8K +185 +0.5%
PI
1013
Pettee Investors
Connecticut
$3.1M -$7.05K -88 -0.2%
SCM
1014
Silvant Capital Management
Georgia
$3.07M -$81.6K -1,018 -3%
PWAG
1015
Polaris Wealth Advisory Group
California
$3.07M +$3.16M +39,443 New
SC
1016
SouthState Corp
Florida
$3.06M -$224K -2,793 -7%
BCA
1017
Bray Capital Advisors
Florida
$3.06M -$213K -2,661 -7%
SCP
1018
Shorepoint Capital Partners
Massachusetts
$3.06M -$112K -1,393 -4%
EVM
1019
Evelyn V. Moreno
$3.06M +$37.7K +471 +1%
SFP
1020
Shepherd Financial Partners
Massachusetts
$3.06M -$59.3K -740 -2%
CHAM
1021
Clear Harbor Asset Management
Connecticut
$3.05M +$711K +8,870 +30%
NIM
1022
Nicollet Investment Management
Minnesota
$3.05M -$45.1K -563 -1%
LFAS
1023
Level Four Advisory Services
Texas
$3.04M -$226K -2,817 -7%
RTC
1024
Riverview Trust Company
Washington
$3.03M -$4.09K -51 -0.1%
LA
1025
Lau Associates
Delaware
$3.01M -$607K -7,578 -17%