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Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
1551
Farmers & Merchants Trust Company
California
$2.95M +$279K +1,327 +11%
SGA
1552
Strategic Global Advisors
California
$2.95M +$22.9K +109 +0.8%
EM
1553
Excalibur Management
Massachusetts
$2.94M +$92.4K +439 +3%
LAIC
1554
Lederer & Associates Investment Counsel
California
$2.94M -$68.2K -324 -2%
FSA
1555
Fort Sheridan Advisors
Illinois
$2.94M +$111K +525 +4%
CIP
1556
Chartwell Investment Partners
Pennsylvania
$2.94M +$209K +994 +8%
HA
1557
Hamel Associates
New Jersey
$2.93M +$27.8K +132 +1%
BAM
1558
Belpointe Asset Management
Nevada
$2.93M +$58.9K +280 +2%
GG
1559
Gofen & Glossberg
Illinois
$2.93M +$426K +2,024 +17%
VAG
1560
VisionPoint Advisory Group
Texas
$2.93M +$1.34M +6,373 +85%
CPA
1561
Clear Perspective Advisors
Illinois
$2.92M +$88.4K +420 +3%
AWM
1562
Avior Wealth Management
Nebraska
$2.92M -$1.47K -7 -0.1%
SFG
1563
SevenBridge Financial Group
Pennsylvania
$2.92M +$61K +290 +2%
ANRIA
1564
American National Registered Investment Advisor
Texas
$2.91M -$1.47K -7 -0.1%
1SB
1565
1ST Source Bank
Indiana
$2.9M +$58.7K +279 +2%
TAM
1566
Trust Asset Management
Texas
$2.9M +$510K +2,423 +22%
SB
1567
Simmons Bank
Arkansas
$2.9M +$15.8K +75 +0.6%
CF
1568
Clarity Financial
Texas
$2.89M +$179K +850 +7%
Boston Partners
1569
Boston Partners
Massachusetts
$2.88M
SFO
1570
Standard Family Office
South Dakota
$2.86M -$28.4K -135 -1%
PWPS
1571
Pinnacle Wealth Planning Services
Ohio
$2.85M +$222K +1,053 +8%
HPWM
1572
High Pines Wealth Management
Massachusetts
$2.85M +$163K +775 +6%
BDF
1573
Balasa Dinverno & Foltz
$2.85M +$106K +503 +4%
IFWM
1574
Institute for Wealth Management
Colorado
$2.84M -$34.3K -163 -1%
CAAS
1575
Capital Asset Advisory Services
Michigan
$2.83M +$1.16M +5,511 +70%