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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
1526
Strategic Global Advisors
California
$3.02M -$148K -724 -5%
AWM
1527
Avior Wealth Management
Nebraska
$3.02M -$670K -3,276 -19%
NC
1528
NBW Capital
Massachusetts
$3.01M +$1.43M +6,972 +103%
ANRIA
1529
American National Registered Investment Advisor
Texas
$3.01M
CICI
1530
Capital Investment Counsel Inc
North Carolina
$3.01M -$506K -2,475 -15%
HA
1531
Hamel Associates
New Jersey
$3M +$962K +4,700 +52%
CM
1532
Crestline Management
Texas
$3M +$2.8M +13,700 New
BWAM
1533
Boyd Watterson Asset Management
Ohio
$3M +$606K +2,959 +28%
SFO
1534
Standard Family Office
South Dakota
$2.98M +$2.79M +13,630 New
Boston Partners
1535
Boston Partners
Massachusetts
$2.98M -$1.46M -7,127 -34%
SB
1536
Simmons Bank
Arkansas
$2.98M -$18.4K -90 -0.7%
ARI
1537
Applied Research Investments
Delaware
$2.97M -$31.5K -154 -1%
IFWM
1538
Institute for Wealth Management
Colorado
$2.97M +$129K +629 +5%
WEC
1539
Winslow Evans & Crocker
Massachusetts
$2.97M +$985K +4,815 +38%
BAM
1540
Belpointe Asset Management
Nevada
$2.97M +$60.8K +297 +2%
MWA
1541
Meridian Wealth Advisors
Texas
$2.96M +$260K +1,269 +10%
UH
1542
Unigestion Holding
Switzerland
$2.96M +$1.18M +5,750 +74%
TNAM
1543
Terra Nova Asset Management
New York
$2.96M +$2.77M +13,544 New
MCM
1544
Monument Capital Management
Virginia
$2.96M +$36K +176 +1%
IAIM
1545
International Assets Investment Management
Florida
$2.95M +$723K +3,534 +21%
HFM
1546
Harvest Fund Management
China
$2.95M +$25.2K +123 +0.9%
SFG
1547
SevenBridge Financial Group
Pennsylvania
$2.95M +$152K +742 +6%
PCMK
1548
Paragon Capital Management (Kansas)
Kansas
$2.95M -$99.3K -485 -3%
HTC
1549
Haverford Trust Company
Pennsylvania
$2.95M +$120K +584 +5%
EM
1550
Excalibur Management
Massachusetts
$2.94M -$268K -1,308 -9%