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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1051
Curi RMB Capital
Illinois
$725K +$183K +1,166 +31%
WT
1052
Washington Trust
Rhode Island
$724K -$1.89K -12 -0.2%
BFM
1053
Boothbay Fund Management
New York
$723K -$5.41M -34,398 -88%
PS
1054
Principal Securities
Iowa
$723K +$75.8K +482 +11%
RMCM
1055
Reynders McVeigh Capital Management
Massachusetts
$719K +$11K +70 +1%
CPA
1056
Court Place Advisors
Maryland
$719K -$47.2K -300 -6%
PFSC
1057
Peoples Financial Services Corp
Pennsylvania
$718K -$51.6K -328 -6%
VT
1058
Vise Technologies
New York
$717K -$58.8K -374 -7%
CI
1059
Cigna Investments
Connecticut
$717K -$5.19K -33 -0.7%
IAN
1060
Integrated Advisors Network
Texas
$714K -$4.65M -29,563 -86%
GD
1061
Grandfield & Dodd
New York
$713K
LA
1062
LM Advisors
California
$711K -$20K -127 -3%
FCT
1063
First Community Trust
Iowa
$706K
DLA
1064
Douglas Lane & Associates
New York
$705K -$22K -140 -3%
SVWAG
1065
Sound View Wealth Advisors Group
Georgia
$697K +$472 +3 +0.1%
BW
1066
Bison Wealth
Georgia
$697K
RFA
1067
Register Financial Advisors
Georgia
$696K -$31K -197 -4%
QCM
1068
Qsemble Capital Management
New York
$695K -$1.96M -12,449 -73%
FNFDCM
1069
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$689K -$36.2K -230 -5%
CWP
1070
Cyndeo Wealth Partners
Florida
$687K +$373K +2,369 +104%
CMA
1071
Cedar Mountain Advisors
Oregon
$686K -$1.1K -7 -0.2%
SIMG
1072
Sonora Investment Management Group
Arizona
$686K
CFG
1073
Carr Financial Group
Massachusetts
$685K +$3.78K +24 +0.5%
GA
1074
Geller Advisors
New York
$685K +$1.42K +9 +0.2%
LW
1075
Linscomb Wealth
Texas
$684K +$5.98K +38 +0.8%