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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1301
Silvant Capital Management
Georgia
$86.8K – – –
HWA
1302
Heritage Wealth Advisors
Virginia
$86.3K +$4.09K +47 +5%
SIC
1303
SJS Investment Consulting
Ohio
$85.9K – – –
GCM
1304
Gables Capital Management
Florida
$85K – – –
EBA
1305
Eagle Bay Advisors
New York
$84.2K – – –
Loomis, Sayles & Company
1306
Loomis, Sayles & Company
Massachusetts
$81K +$6.35K +73 +9%
IIC
1307
Integrated Investment Consultants
Michigan
$80.7K +$1.22M +14,032 New
SC
1308
SouthState Corp
Florida
$80.5K – – –
BGAI
1309
Bruce G. Allen Investments
Colorado
$78K -$12.4K -143 -14%
CJ
1310
Caitlin John
Michigan
$77.5K -$2.09K -24 -3%
APW
1311
Atlantic Private Wealth
North Carolina
$77.5K +$74K +850 New
CFO
1312
CVA Family Office
Colorado
$74.3K +$8.01K +92 +13%
WI
1313
Wintrust Investments
Illinois
$73K -$547K -6,291 -89%
WIM
1314
Westside Investment Management
California
$72.9K – – –
CWP
1315
Concord Wealth Partners
Virginia
$72.6K +$87 +1 +0.1%
MFC
1316
Mechanics Financial Corp
Ohio
$71.8K +$68.6K +788 New
AT
1317
Arlington Trust
Alabama
$69.9K -$5.31K -61 -7%
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.9K +$66K +759 +9,488%
BAM
1319
Bellevue Asset Management
Washington
$68K +$348 +4 +0.5%
OC
1320
Oarsman Capital
Wisconsin
$67.8K +$64.7K +744 New
OC
1321
Oakworth Capital
Alabama
$67.4K -$2.17K -25 -3%
VIA
1322
Virtus Investment Advisers
Connecticut
$67.4K +$64.4K +740 New
ECM
1323
Estabrook Capital Management
New York
$66.7K – – –
BONH
1324
Bank of New Hampshire
New Hampshire
$63.8K – – –
CFFP
1325
Center for Financial Planning
Michigan
$63.5K – – –