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Name Holding Trade Value Shares
Change
Change in
Stake
BL
676
BFSG LLC
California
$2M -$207K -3,734 -9%
BO
677
BRR OpCo
Ohio
$1.99M -$47.3K -853 -2%
CC
678
ClearArc Capital
Ohio
$1.99M +$87.1K +1,572 +4%
GC
679
Garde Capital
Washington
$1.99M +$762K +13,754 +59%
MWM
680
Marietta Wealth Management
Georgia
$1.98M +$203K +3,665 +11%
PA
681
Parallel Advisors
California
$1.96M -$132K -2,384 -6%
VSWA
682
Vontobel Swiss Wealth Advisors
Switzerland
$1.96M +$128K +2,314 +7%
GVT
683
Genesee Valley Trust
New York
$1.96M -$27.8K -501 -1%
LBC
684
Lowe Brockenbrough & Co
Virginia
$1.95M
PTC
685
Private Trust Company
Ohio
$1.94M +$50.7K +915 +3%
WOC
686
West Oak Capital
California
$1.93M -$109K -1,973 -5%
AUB
687
Atlantic Union Bankshares
Virginia
$1.92M +$1.79M +32,262 +920%
ANB
688
Amarillo National Bank
Texas
$1.89M
GIM
689
Groesbeck Investment Management
New Jersey
$1.89M +$543K +9,796 +39%
CCFCSB
690
Cape Cod Five Cents Savings Bank
Massachusetts
$1.88M +$172K +3,105 +10%
CHJWM
691
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.88M +$28K +505 +1%
PIMJS
692
PKO Investment Management Joint-Stock
Poland
$1.87M +$1.2M +21,640 +164%
HIM
693
Hutchens Investment Management
New Hampshire
$1.87M -$160K -2,880 -8%
CG
694
Colony Group
Massachusetts
$1.85M -$78.2K -1,411 -4%
AF
695
Arrow Financial
New York
$1.84M -$536K -9,677 -22%
VFA
696
Valeo Financial Advisors
Indiana
$1.84M +$1.9M +34,316 New
PA
697
Probity Advisors
Texas
$1.83M +$19K +343 +1%
BCFS
698
Butensky & Cohen Financial Security
Florida
$1.83M +$70.7K +1,275 +4%
SPIA
699
Steward Partners Investment Advisory
New York
$1.83M +$365K +6,585 +24%
SFG
700
Sather Financial Group
Texas
$1.82M +$1.88M +33,969 New