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Name Holding Trade Value Shares
Change
Change in
Stake
BE
826
Bonness Enterprises
District of Columbia
$2.19M
DAS
827
Dynamic Advisor Solutions
Arizona
$2.19M -$194K -10,356 -8%
CNC
828
Canandaigua National Corp
New York
$2.18M -$158K -8,460 -7%
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$2.18M -$129K -6,890 -6%
AG
830
Ascent Group
Virginia
$2.17M +$2.02M +107,931 New
MPIM
831
McGinn Penninger Investment Management
Virginia
$2.15M -$505K -27,030 -19%
S
832
Seeyond
France
$2.15M -$14.2K -759 -0.7%
BPM
833
Bowling Portfolio Management
Ohio
$2.12M -$60.8K -3,250 -3%
RIA
834
Realta Investment Advisors
Delaware
$2.12M +$59.4K +3,180 +3%
WANY
835
Wealthspire Advisors (New York)
New York
$2.12M -$360K -19,273 -14%
CCB
836
Cutter & Co Brokerage
Missouri
$2.11M -$1.09M -58,496 -34%
SCM
837
Shelton Capital Management
Colorado
$2.11M -$12.7K -682 -0.6%
1SB
838
1ST Source Bank
Indiana
$2.1M -$546K -29,218 -21%
BPC
839
Banque Pictet & Cie
Switzerland
$2.1M +$613K +32,800 +41%
CF
840
Centaurus Financial
California
$2.08M -$96.9K -5,185 -4%
BFG
841
Beacon Financial Group
Texas
$2.08M -$1.23M -65,864 -38%
BBNB
842
Baker Boyer National Bank
Washington
$2.08M +$2.09M +112,037 New
LNWWM
843
Laird Norton Wetherby Wealth Management
California
$2.08M -$3.4M -181,707 -62%
AIM
844
Anchor Investment Management
South Carolina
$2.07M -$961K -51,386 -32%
CIP
845
Convergence Investment Partners
Florida
$2.07M -$87K -4,656 -4%
IAG
846
Investmark Advisory Group
Connecticut
$2.06M +$2.08M +111,096 New
BA
847
Baugh & Associates
Georgia
$2.06M -$1.02M -54,455 -33%
FFA
848
Founders Financial Alliance
North Carolina
$2.05M -$440K -23,562 -18%
AW
849
ACG Wealth
Georgia
$2.05M -$150K -8,010 -7%
ANI
850
American National Insurance
Texas
$2.05M -$9.49M -507,868 -82%