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Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1476
Ridgecrest Wealth Partners
California
$1.67M -$32.3K -410 -2%
LSAG
1477
Lake Street Advisors Group
New Hampshire
$1.66M +$247K +3,134 +18%
WIS
1478
Wright Investors Service
Connecticut
$1.66M +$220K +2,796 +16%
IAMOG
1479
Investors Asset Management of Georgia
Georgia
$1.66M -$29.6K -375 -2%
FCT
1480
Family Capital Trust
Massachusetts
$1.66M
4WM
1481
44 Wealth Management
Oregon
$1.66M +$1.22M +15,479 +330%
MCA
1482
Magnolia Capital Advisors
Mississippi
$1.65M -$60.7K -770 -4%
BHBT
1483
Burke & Herbert Bank & Trust
Virginia
$1.65M -$76.4K -969 -5%
LOAMS
1484
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.65M +$3.23K +41 +0.2%
PBT
1485
Pictet Bank & Trust
Bahamas
$1.65M +$81.4K +1,032 +5%
SIM
1486
Sentry Investment Management
Wisconsin
$1.65M -$277K -3,510 -15%
SIAG
1487
Signet Investment Advisory Group
Rhode Island
$1.65M -$30.6K -388 -2%
GPTE
1488
Generali Powszechne Towarzystwo Emerytalne
Poland
$1.65M +$118K +1,494 +8%
IF
1489
Intrua Financial
Texas
$1.65M -$111K -1,410 -7%
TNA
1490
True North Advisors
Texas
$1.64M +$3.78K +48 +0.2%
TC
1491
Trust Company
Kansas
$1.64M +$18.6K +236 +1%
PAM
1492
Peak Asset Management
Colorado
$1.64M +$87.8K +1,113 +6%
RFG
1493
Range Financial Group
Oregon
$1.64M +$25.7K +326 +2%
FFM
1494
Forum Financial Management
Illinois
$1.63M +$318K +4,028 +25%
FC
1495
Forte Capital
New York
$1.63M
GCWM
1496
Graham Capital Wealth Management
District of Columbia
$1.63M -$53K -672 -3%
FWM
1497
Fairhaven Wealth Management
Illinois
$1.62M +$1.56M +19,753 New
BWA
1498
Blodgett Wealth Advisors
California
$1.62M +$86.7K +1,100 +6%
NP
1499
NorthRock Partners
Minnesota
$1.62M +$135K +1,718 +10%
VA
1500
Valmark Advisers
Ohio
$1.62M -$69K -875 -4%