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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Boston Family Office
Massachusetts
$1.15M -$25.8K -460 -2%
WGCA
527
Wolf Group Capital Advisors
Virginia
$1.15M +$1.07M +19,045 New
JFGIW
528
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.14M -$1.29M -22,970 -54%
CBU
529
CIBC Bank USA
Illinois
$1.14M +$250K +4,460 +30%
AWM
530
Altavista Wealth Management
North Carolina
$1.13M -$496K -8,864 -32%
CIM
531
Cambria Investment Management
California
$1.12M +$346K +6,183 +48%
DVM
532
Dreman Value Management
Florida
$1.1M
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$326K +5,823 +46%
VF
534
Virtu Financial
New York
$1.09M +$1.03M +18,424 New
HCM
535
Hollencrest Capital Management
California
$1.09M
CCT
536
Capital City Trust
Florida
$1.08M
FT
537
Fiduciary Trust
Massachusetts
$1.08M +$22.6K +404 +2%
EWM
538
Evercore Wealth Management
New York
$1.08M
PA
539
Probity Advisors
Texas
$1.07M -$42K -749 -4%
AB
540
AT Bancorp
Iowa
$1.07M +$690K +12,325 +211%
BFS
541
Bradley Foster & Sargent
Connecticut
$1.07M
ATIA
542
American Trust Investment Advisors
New Hampshire
$1.07M +$1.01M +18,095 New
NHC
543
Nicholas Hoffman & Company
Georgia
$1.07M -$13.6K -243 -1%
SBWM
544
Sunflower Bank Wealth Management
Arizona
$1.06M +$714K +12,755 +246%
RP
545
Riverbridge Partners
Minnesota
$1.06M -$405K -7,223 -29%
PCMM
546
Private Capital Management (Minnesota)
Minnesota
$1.05M -$216K -3,850 -18%
PCA
547
Peddock Capital Advisors
Massachusetts
$1.05M +$85.6K +1,528 +9%
TSWM
548
Triangle Securities Wealth Management
North Carolina
$1.05M -$11.2K -200 -1%
FBT
549
First Bankers Trust
Kentucky
$1.03M
HWP
550
Hefty Wealth Partners
Indiana
$1.02M +$5.04K +90 +0.5%