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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
726
Bar Harbor Wealth Management
New Hampshire
$2.87M +$75.3K +981 +3%
GP
727
Girard Partners
Pennsylvania
$2.86M -$99.1K -1,290 -3%
CI
728
Ceera Investments
Texas
$2.86M +$769K +10,018 +36%
CMP
729
Coston McIsaac & Partners
Maine
$2.86M +$2.88M +37,451 New
LSAG
730
Lake Street Advisors Group
New Hampshire
$2.82M +$255K +3,324 +10%
ET
731
Equitable Trust
Tennessee
$2.81M -$372K -4,846 -12%
RT
732
Rockland Trust
Massachusetts
$2.8M -$826K -10,756 -23%
SIA
733
Sit Investment Associates
Minnesota
$2.79M -$4.95M -64,492 -64%
SW
734
SteelPeak Wealth
California
$2.79M +$347K +4,523 +14%
TFA
735
Toth Financial Advisory
Virginia
$2.77M -$67.4K -877 -2%
HI
736
Harrington Investments
California
$2.77M -$41.1K -535 -1%
MFG
737
Merit Financial Group
Georgia
$2.76M +$2.27M +29,583 +451%
CWP
738
CFM Wealth Partners
Texas
$2.73M -$118K -1,535 -4%
AG
739
Ascent Group
Virginia
$2.73M +$31.7K +413 +1%
BMWM
740
Brown Miller Wealth Management
Virginia
$2.72M -$60.2K -784 -2%
Pacer Advisors
741
Pacer Advisors
Pennsylvania
$2.71M -$2.11M -27,505 -44%
LBC
742
Lowe Brockenbrough & Co
Virginia
$2.71M +$11.4K +149 +0.4%
AFA
743
Arlington Financial Advisors
California
$2.69M +$126K +1,646 +5%
VIA
744
Vickerman Investment Advisors
Washington
$2.69M +$442K +5,753 +20%
GC
745
Gould Capital
Washington
$2.69M +$115K +1,501 +4%
CA
746
Cornerstone Advisors
North Carolina
$2.67M
AT
747
American Trust
Kentucky
$2.67M -$537K -6,993 -17%
IMRF
748
Illinois Municipal Retirement Fund
Illinois
$2.67M +$1.06M +13,796 +65%
NGA
749
Naples Global Advisors
Florida
$2.67M +$351K +4,576 +15%
TWM
750
TLW Wealth Management
Florida
$2.65M +$2.67M +34,710 New