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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
776
Forvis Mazars Wealth Advisors
Missouri
$5.08M -$287K -7,389 -5%
CIA
777
Choate Investment Advisors
Massachusetts
$5.07M -$248K -6,390 -5%
TPWA
778
TRUE Private Wealth Advisors
Oregon
$5.07M +$212K +5,453 +4%
IEFM
779
IQ EQ Fund Management
Ireland
$5.07M -$106K -2,735 -2%
BHA
780
Beech Hill Advisors
New York
$5.06M -$471K -12,099 -9%
HI
781
Harbour Investments
Wisconsin
$5.04M +$138K +3,560 +3%
WPIC
782
White Pine Investment Company
Michigan
$5.03M -$99.6K -2,561 -2%
MLL
783
Moody Lynn & Lieberson
Massachusetts
$5.03M +$660K +16,967 +15%
AF
784
Arrow Financial
New York
$5.02M -$64.2K -1,651 -1%
WKWM
785
Walter & Keenan Wealth Management
Indiana
$5.02M -$120K -3,089 -2%
HVIA
786
Hudson Valley Investment Advisors
New York
$5.01M -$423K -10,883 -8%
MFG
787
Monte Financial Group
Connecticut
$5.01M +$20.2K +519 +0.4%
SIM
788
Seaview Investment Managers
Florida
$5M +$4.97M +127,767 New
AF
789
Alerus Financial
North Dakota
$4.99M -$423K -10,879 -8%
APSI
790
Asset Planning Services Inc
Louisiana
$4.98M +$56.8K +1,460 +1%
LFAS
791
Level Four Advisory Services
Texas
$4.96M +$338K +8,696 +7%
EHC
792
Everett Harris & Co
California
$4.96M +$316K +8,121 +7%
OSNBOA
793
Old Second National Bank of Aurora
Illinois
$4.95M +$21.3K +547 +0.4%
TC
794
TownSquare Capital
Utah
$4.92M +$457K +11,763 +10%
KS
795
Karpas Strategies
Connecticut
$4.91M +$88.3K +2,271 +2%
XI
796
XXEC Inc
Oklahoma
$4.91M -$389 -10 -0%
BWL
797
Bogart Wealth LLC
Virginia
$4.9M +$840K +21,609 +21%
B
798
BP
United Kingdom
$4.89M -$2.02M -51,885 -29%
CS
799
Candriam SCA
Luxembourg
$4.89M -$967K -24,869 -17%
GFA
800
Gifford Fong Associates
California
$4.88M