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Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
776
Patton Albertson Miller Group
Tennessee
$5.79M +$1.21M +27,253 +25%
CC
777
Courier Capital
New York
$5.78M -$38.8K -876 -0.6%
AM
778
Atwater Malick
Pennsylvania
$5.78M +$168K +3,800 +3%
GAB
779
German American Bancorp
Indiana
$5.78M +$201K +4,539 +3%
SIM
780
Seaview Investment Managers
Florida
$5.77M +$284K +6,409 +5%
BSW
781
Buckingham Strategic Wealth
Missouri
$5.77M +$113K +2,552 +2%
CS
782
Candriam SCA
Luxembourg
$5.76M +$404K +9,123 +7%
RIA
783
RPG Investment Advisory
California
$5.76M -$1.99M -45,008 -25%
LNWWM
784
Laird Norton Wetherby Wealth Management
California
$5.75M +$26.7K +603 +0.5%
PI
785
Pettee Investors
Connecticut
$5.74M -$7.49K -169 -0.1%
DA
786
Duality Advisers
Florida
$5.74M +$5.55M +125,391 +1,573%
BB
787
Bell Bank
North Dakota
$5.73M +$77K +1,739 +1%
TPWA
788
TRUE Private Wealth Advisors
Oregon
$5.72M +$156K +3,517 +3%
AIA
789
Allied Investment Advisors
Montana
$5.72M +$120K +2,717 +2%
TAIM
790
Te Ahumairangi Investment Management
New Zealand
$5.71M +$487K +11,000 +9%
WANY
791
Wealthspire Advisors (New York)
New York
$5.71M +$834K +18,837 +17%
KS
792
Karpas Strategies
Connecticut
$5.7M
OIM
793
Opus Investment Management
Massachusetts
$5.68M
BWL
794
Bogart Wealth LLC
Virginia
$5.66M +$291K +6,569 +5%
TI
795
Tidal Investments
Wisconsin
$5.64M +$1.74M +39,229 +43%
CA
796
Clearstead Advisors
Ohio
$5.64M -$212K -4,796 -4%
MA
797
Montag & Associates
Georgia
$5.62M -$286K -6,463 -5%
AAIM
798
American Assets Investment Management
California
$5.59M +$1.51M +34,000 +35%
FNB
799
Farmers National Bank
Kentucky
$5.59M +$6.73M +151,838 New
WKWM
800
Walter & Keenan Wealth Management
Indiana
$5.54M +$25.7K +581 +0.5%