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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
951
Cordatus Wealth Management
Pennsylvania
$1.12M +$5.47K +84 +0.5%
MC
952
Matisse Capital
Oregon
$1.12M +$516K +7,910 +82%
ST
953
Smithfield Trust
Pennsylvania
$1.12M -$22.8K -350 -2%
MSS
954
Mitchell Sinkler & Starr
Pennsylvania
$1.12M -$19.6K -300 -2%
JRPIM
955
Journey Retirement Planning & Investment Management
Idaho
$1.11M +$1.14M +17,424 New
IAN
956
Integrated Advisors Network
Texas
$1.11M -$61.4K -942 -5%
NG
957
Northstar Group
New York
$1.11M -$155K -2,380 -12%
PP
958
Patron Partners
Texas
$1.1M -$15.6K -240 -1%
WP
959
Waycross Partners
Kentucky
$1.1M
GIO
960
Galilei Investment Office
United Kingdom
$1.1M
KA
961
Kovack Advisors
Florida
$1.09M +$348K +5,340 +45%
NERM
962
New England Research & Management
Illinois
$1.09M -$21.2K -325 -2%
CNC
963
Citizens & Northern Corp
Pennsylvania
$1.08M +$13.5K +207 +1%
UBG
964
United Bank (Georgia)
Georgia
$1.08M -$124K -1,901 -10%
IIA
965
ICW Investment Advisors
Arizona
$1.06M -$52.5K -805 -5%
FNBT
966
FineMark National Bank & Trust
Florida
$1.06M -$210K -3,227 -16%
WWM
967
Western Wealth Management
Colorado
$1.06M +$91K +1,396 +9%
Envestnet Portfolio Solutions
968
Envestnet Portfolio Solutions
Illinois
$1.06M -$129K -1,983 -11%
CBTWT
969
Community Bank & Trust (Waco, Texas)
Texas
$1.06M -$16.2K -249 -1%
CTC
970
Central Trust Company
Missouri
$1.06M -$696K -10,678 -39%
VAS
971
Vestmark Advisory Solutions
Massachusetts
$1.05M +$190K +2,920 +21%
EPIM
972
Evelyn Partners Investment Management
$1.05M -$190K -2,921 -15%
MC
973
Mirabaud & Cie
Switzerland
$1.05M
SSWM
974
Smith Salley Wealth Management
North Carolina
$1.05M +$279K +4,282 +35%
LG
975
LaFleur & Godfrey
Michigan
$1.04M +$12K +184 +1%