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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
2051
Bar Harbor Wealth Management
New Hampshire
$7.25M +$214K +2,120 +4%
RAM
2052
Ramirez Asset Management
New York
$7.24M -$680K -6,728 -10%
DWM
2053
Destination Wealth Management
California
$7.24M -$6.84M -67,628 -54%
HCP
2054
Hexagon Capital Partners
Arkansas
$7.22M -$11.9K -118 -0.2%
PP
2055
Patron Partners
Texas
$7.22M +$270K +2,668 +5%
BWM
2056
BigSur Wealth Management
Florida
$7.22M -$329K -3,256 -5%
HCM
2057
HMS Capital Management
Tennessee
$7.22M +$159K +1,570 +3%
OPA
2058
Old Port Advisors
Maine
$7.17M +$42.6K +421 +0.7%
MWA
2059
Meridian Wealth Advisors
Texas
$7.17M +$2.43K +24 +0%
FNBTCON
2060
First National Bank & Trust Co of Newtown
Pennsylvania
$7.15M +$116K +1,150 +2%
AIMC
2061
Alley Investment Management Company
Illinois
$7.15M +$5.85M +57,887 New
OWA
2062
Outlook Wealth Advisors
Texas
$7.14M -$173K -1,712 -3%
FMTCOCP
2063
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7.14M -$30.8K -305 -0.5%
GC
2064
Garde Capital
Washington
$7.14M +$888K +8,782 +18%
PWG
2065
Portside Wealth Group
Utah
$7.13M +$2.3M +22,715 +65%
Fiera Capital (Canada)
2066
Fiera Capital (Canada)
Quebec, Canada
$7.13M -$887K -8,774 -13%
RCG
2067
Regatta Capital Group
California
$7.12M +$471K +4,659 +9%
RPCONE
2068
Retirement Planning Company of New England
Rhode Island
$7.11M -$80.8K -799 -1%
JWM
2069
Jupiter Wealth Management
Colorado
$7.09M +$452K +4,467 +8%
EA
2070
Everpar Advisors
Oklahoma
$7.09M +$1.06M +10,505 +22%
PFM
2071
Premier Fund Managers
United Kingdom
$7.08M -$6.38M -63,088 -52%
SAM
2072
Summit Asset Management
Tennessee
$7.08M +$93.6K +926 +2%
LWM
2073
Laidlaw Wealth Management
New York
$7.06M -$908K -8,980 -14%
ESB
2074
Essex Savings Bank
Connecticut
$7.06M -$373K -3,693 -6%
SWP
2075
Semus Wealth Partners
Florida
$7.06M +$286K +2,833 +5%