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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1251
Summit Financial Group
West Virginia
$2.08M +$11.1K +385 +0.5%
BFS
1252
Bradley Foster & Sargent
Connecticut
$2.08M +$291K +10,066 +17%
HT
1253
HighTower Trust
Texas
$2.08M -$395K -13,668 -16%
BSB
1254
Bangor Savings Bank
Maine
$2.07M +$21.2K +735 +1%
OQC
1255
Optimum Quantvest Corp
Connecticut
$2.07M -$9.02M -312,260 -82%
CBN
1256
Cadence Bank NA
Texas
$2.06M -$2.77K -96 -0.1%
MA
1257
MONECO Advisors
Connecticut
$2.06M +$128K +4,445 +7%
WANY
1258
Wealthspire Advisors (New York)
New York
$2.06M +$584K +20,236 +41%
SG
1259
StoneX Group
New York
$2.06M +$358K +12,414 +22%
VWA
1260
V Wealth Advisors
Kansas
$2.06M
CWP
1261
Capital Wealth Planning
Florida
$2.06M +$244K +8,442 +14%
RMCM
1262
Reynders McVeigh Capital Management
Massachusetts
$2.06M -$50.3K -1,742 -2%
CM
1263
Caption Management
Oklahoma
$2.05M +$2.01M +69,510 New
BCP
1264
Blackhawk Capital Partners
Wisconsin
$2.04M
FFA
1265
First Foundation Advisors
California
$2.04M +$39.3K +1,362 +2%
HSA
1266
Hussman Strategic Advisors
Maryland
$2.03M +$1.91M +66,200 +2,500%
MCP
1267
Mirador Capital Partners
California
$2.03M -$38.7K -1,341 -2%
UFF
1268
USA Financial Formulas
Michigan
$2.03M +$1.81M +62,651 +1,048%
VLC
1269
Van Leeuwen & Company
New Jersey
$2.02M +$1.7M +58,900 +610%
ECM
1270
Evergreen Capital Management
Washington
$2.02M +$207K +7,173 +12%
WAAG
1271
Wealth Alliance Advisory Group
Kansas
$2.02M -$53.6K -1,856 -3%
EIM
1272
Essex Investment Management
Massachusetts
$2.02M +$382K +13,240 +24%
RAM
1273
Roanoke Asset Management
New Jersey
$2M +$18.2K +629 +0.9%
WP
1274
WealthSource Partners
California
$2M -$332K -11,498 -15%
CG
1275
Caprock Group
Idaho
$2M +$44.3K +1,535 +2%