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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1476
Convergence Financial
Missouri
$2.51M -$326K -2,784 -12%
EFG
1477
Everhart Financial Group
Ohio
$2.5M -$57.4K -490 -2%
JBC
1478
Jefferson Bridge Capital
Tennessee
$2.5M
CT
1479
Clearstead Trust
Maine
$2.49M -$8.66K -74 -0.4%
DCM
1480
Dudley Capital Management
Virginia
$2.49M +$936 +8 +0%
IWA
1481
Icon Wealth Advisors
Texas
$2.48M +$474K +4,047 +27%
FFS
1482
Founders Financial Securities
Maryland
$2.48M -$35.5K -303 -2%
OIM
1483
Orca Investment Management
Oregon
$2.47M +$124K +1,061 +6%
TC
1484
TownSquare Capital
Utah
$2.47M +$78.9K +674 +4%
SWM
1485
Spire Wealth Management
Virginia
$2.47M -$110K -939 -5%
OAM
1486
Ostrum Asset Management
France
$2.46M -$44.4K -379 -2%
TAM
1487
Tealwood Asset Management
Minnesota
$2.46M +$32.9K +281 +1%
CGFA
1488
Colton Groome Financial Advisors
North Carolina
$2.46M +$562K +4,805 +34%
IAMOG
1489
Investors Asset Management of Georgia
Georgia
$2.45M +$55.9K +478 +3%
FMB
1490
Field & Main Bank
Kentucky
$2.45M +$31K +265 +1%
TCBWMS
1491
Texas Capital Bank Wealth Management Services
Texas
$2.45M +$101K +859 +5%
FCM
1492
Fourpath Capital Management
Oklahoma
$2.44M +$67.5K +577 +3%
VCAM
1493
Van Cleef Asset Management
Ohio
$2.43M -$8.78K -75 -0.4%
LSIA
1494
LaSalle St. Investment Advisors
Illinois
$2.43M +$30.9K +264 +1%
CAM
1495
Cidel Asset Management
Ontario, Canada
$2.43M -$85.1K -727 -4%
PPWP
1496
Premier Path Wealth Partners
New Jersey
$2.43M +$157K +1,338 +8%
MA
1497
MONECO Advisors
Connecticut
$2.43M +$688K +5,879 +45%
AM
1498
AGF Management
Ontario, Canada
$2.42M -$1.34M -11,487 -38%
FCB
1499
First County Bank
Connecticut
$2.41M -$17.3K -148 -0.8%
SFS
1500
Strategic Financial Services
New York
$2.41M -$29.3K -250 -1%