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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1126
LMCG Investments
Massachusetts
$3.53M -$35.1K -236 -1%
NF
1127
Nvest Financial
New Hampshire
$3.52M -$116K -777 -3%
Capstone Investment Advisors
1128
Capstone Investment Advisors
New York
$3.5M -$19.5M -131,141 -85%
BIM
1129
Brentview Investment Management
Illinois
$3.49M +$178K +1,198 +5%
EWA
1130
Exencial Wealth Advisors
Oklahoma
$3.49M -$149 -1 -0%
FAM
1131
Formidable Asset Management
Ohio
$3.47M +$370K +2,487 +12%
KC
1132
Kinloch Capital
Virginia
$3.46M +$442K +2,967 +15%
BBA
1133
BLB&B Advisors
Pennsylvania
$3.46M -$156K -1,049 -4%
PCG
1134
PFC Capital Group
California
$3.46M -$326K -2,188 -9%
CA
1135
CGN Advisors
Kansas
$3.45M +$146K +980 +4%
NFC
1136
Northeast Financial Consultants
Connecticut
$3.45M +$3.27K +22 +0.1%
BHBT
1137
Burke & Herbert Bank & Trust
Virginia
$3.45M -$36.6K -246 -1%
VWMG
1138
Virginia Wealth Management Group
Virginia
$3.45M +$12.2K +82 +0.4%
CFMC
1139
Curbstone Financial Management Corp
New Hampshire
$3.45M +$95.3K +640 +3%
BCFD
1140
Boit C.F. David
$3.43M
DAM
1141
Diamant Asset Management
Connecticut
$3.43M -$402K -2,700 -11%
CWI
1142
Conscious Wealth Investments
Florida
$3.41M +$1.72M +11,570 +79%
EWM
1143
Empirical Wealth Management
Washington
$3.41M -$131K -879 -4%
LA
1144
Legacy Advisors
Pennsylvania
$3.41M -$1.17M -7,830 -26%
SMFG
1145
Sumitomo Mitsui Financial Group
Japan
$3.39M -$214K -1,439 -6%
APIM
1146
Agate Pass Investment Management
Washington
$3.39M +$490K +3,294 +17%
HCM
1147
Hengehold Capital Management
Ohio
$3.39M +$254K +1,709 +8%
IAG
1148
Investmark Advisory Group
Connecticut
$3.38M +$48.5K +326 +1%
KA
1149
KLCM Advisors
Wisconsin
$3.38M +$162K +1,091 +5%
JWM
1150
JPL Wealth Management
Colorado
$3.38M +$274K +1,839 +9%