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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
676
Spectrum Asset Management (California)
California
$435K +$3.4K +42 +0.9%
WAM
677
Weatherly Asset Management
California
$432K
CWS
678
Confluence Wealth Services
Pennsylvania
$426K
FPAS
679
Focus Partners Advisor Solutions
Missouri
$425K +$373K +4,609 New
CPWA
680
Cerro Pacific Wealth Advisors
California
$424K -$12.6K -155 -3%
CAM
681
Chesapeake Asset Management
New York
$423K -$12.4K -153 -3%
CAI
682
Capital Advisors Inc
Oklahoma
$423K -$285K -3,524 -43%
PCA
683
Pallas Capital Advisors
Massachusetts
$420K +$2.51K +31 +0.7%
ANTB
684
AMG National Trust Bank
Colorado
$417K
DBRC
685
D.B. Root & Company
Pennsylvania
$416K +$810 +10 +0.2%
ABC
686
Associated Banc-Corp
Wisconsin
$414K
AFA
687
AA Financial Advisors
Ohio
$413K -$3.73K -46 -1%
ACM
688
Aster Capital Management
United Arab Emirates
$412K +$370K +4,575 New
SWM
689
SeaCrest Wealth Management
New York
$408K +$1.7K +21 +0.5%
WJWM
690
Williams Jones Wealth Management
New York
$407K
TFGT
691
TS Financial Group (TSFG)
Illinois
$407K +$240K +2,960 +189%
BMO
692
Beck Mack & Oliver
New York
$407K +$3.16K +39 +0.9%
DTC
693
Davidson Trust Company
Washington
$407K +$54.7K +675 +18%
PG
694
Patten Group
Tennessee
$405K -$7.86K -97 -2%
MHIC
695
Marble Harbor Investment Counsel
Massachusetts
$405K
UAML
696
US Asset Management LLC
Pennsylvania
$403K
LS
697
Livforsakringsbolaget Skandia
Sweden
$403K
EWA
698
Etesian Wealth Advisors
Oregon
$402K -$15.4K -190 -4%
KFP
699
Kerr Financial Planning
California
$400K +$351K +4,338 New
QWP
700
Quotient Wealth Partners
Texas
$398K -$38.5K -475 -10%