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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1251
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.41M -$393K -17,278 -21%
ACM
1252
Ativo Capital Management
Illinois
$1.41M +$458K +20,130 +45%
CIM
1253
CIM Investment Management
Pennsylvania
$1.41M -$72.2K -3,172 -5%
NIM
1254
Northeast Investment Management
Massachusetts
$1.41M +$179K +7,871 +14%
PWM
1255
Perigon Wealth Management
California
$1.4M -$269K -11,812 -16%
SA
1256
Strategic Advisors
New York
$1.4M -$97.8K -4,299 -6%
CWP
1257
CFM Wealth Partners
Texas
$1.4M -$60.2K -2,646 -4%
TCBWMS
1258
Texas Capital Bank Wealth Management Services
Texas
$1.39M -$104K -4,573 -7%
PFGIA
1259
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$358K -15,735 -20%
TWP
1260
Tempus Wealth Planning
California
$1.39M +$277K +12,196 +24%
WA
1261
Waverly Advisors
Alabama
$1.39M +$529K +23,270 +55%
HCM
1262
Hall Capital Management
Rhode Island
$1.39M +$1.46M +64,090 New
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$1.39M +$47.2K +2,076 +3%
NP
1264
NorthRock Partners
Minnesota
$1.39M -$445K -19,555 -23%
CS
1265
Cannell & Spears
New York
$1.39M +$164K +7,200 +13%
LBC
1266
Lowe Brockenbrough & Co
Virginia
$1.39M -$556K -24,465 -28%
CAAS
1267
Capital Asset Advisory Services
Michigan
$1.39M -$45.3K -1,990 -3%
MSFS
1268
Main Street Financial Solutions
Pennsylvania
$1.38M -$9.1K -400 -0.6%
1WA
1269
180 Wealth Advisors
Washington
$1.38M -$1.1M -48,461 -43%
FAM
1270
Fred Alger Management
New York
$1.38M
CNBTD
1271
Citizens National Bank Trust Department
Mississippi
$1.38M -$502K -22,079 -26%
Q
1272
QVR
California
$1.38M +$1.44M +63,367 New
B
1273
Barings
North Carolina
$1.37M -$143K -6,307 -9%
MCC
1274
Malaga Cove Capital
California
$1.37M +$257K +11,308 +22%
WWM
1275
Windsor Wealth Management
Indiana
$1.37M -$54.4K -2,390 -4%