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Name Holding Trade Value Shares
Change
Change in
Stake
AB
1151
AT Bancorp
Iowa
$801K +$31K +390 +4%
MIC
1152
Meridian Investment Counsel
California
$791K -$59.5K -750 -7%
AWE
1153
Avidian Wealth Enterprises
Texas
$790K -$465K -5,862 -37%
HAIM
1154
Hunter Associates Investment Management
Pennsylvania
$789K -$79.9K -1,007 -9%
WPP
1155
Whalerock Point Partners
Rhode Island
$787K +$795K +10,017 New
ACS
1156
Archford Capital Strategies
Illinois
$786K -$105K -1,318 -12%
CA
1157
Cornerstone Advisors
North Carolina
$786K +$794K +10,000 New
SC
1158
Searle & Co
Connecticut
$785K +$794K +10,000 New
TTWM
1159
TCV Trust & Wealth Management
Virginia
$770K – – –
VHAM
1160
Van Hulzen Asset Management
California
$768K +$776K +9,770 New
CWM
1161
CIBC World Markets
New York
$762K -$23.7K -298 -3%
I
1162
IberiaBank
Louisiana
$761K -$28.9K -364 -4%
EGA
1163
E&G Advisors
Texas
$758K -$220K -2,770 -22%
LOT
1164
Lombard Odier Transatlantic
Quebec, Canada
$758K +$22.8K +287 +3%
MFIMFI
1165
Mesirow Financial Investment Management - Fixed Income
Illinois
$758K +$46.4K +585 +6%
WTB
1166
Washington Trust Bank
Washington
$756K +$45.2K +570 +6%
SFG
1167
SevenBridge Financial Group
Pennsylvania
$756K +$534K +6,731 +265%
RFS
1168
Rockefeller Financial Services
New York
$753K -$279K -3,520 -27%
KT
1169
Kanaly Trust
Texas
$752K -$63.5K -800 -8%
SFWA
1170
Summit Financial Wealth Advisors
Louisiana
$744K -$65.5K -825 -8%
AA
1171
Ancora Advisors
Ohio
$743K -$7.94K -100 -1%
CAM
1172
Cubic Asset Management
Massachusetts
$741K – – –
BTNA
1173
Bremer Trust National Association
Minnesota
$740K +$93.1K +1,173 +14%
CWA
1174
Cypress Wealth Advisors
California
$737K +$110K +1,386 +17%
AssetMark Inc
1175
AssetMark Inc
California
$734K -$57.7K -727 -7%