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Name Holding Trade Value Shares
Change
Change in
Stake
MMA
726
Miracle Mile Advisors
California
$7.2M -$1.62M -27,905 -19%
TW
727
Transform Wealth
Colorado
$7.17M +$298K +5,130 +4%
EAM
728
Erste Asset Management
Austria
$7.17M -$3.27M -56,256 -32%
QI
729
QV Investors
Alberta, Canada
$7.07M -$1.13M -19,380 -14%
VV
730
Verity & Verity
South Carolina
$7.04M +$127K +2,191 +2%
FB
731
Fulton Bank
Pennsylvania
$7.03M -$286K -4,924 -4%
MIAN
732
Mariner Independent Advisor Network
Kansas
$7.01M +$754K +12,977 +12%
CFSG
733
Community Financial Services Group
Vermont
$7M -$83.9K -1,444 -1%
FCBT
734
First Citizens Bank & Trust
North Carolina
$6.94M -$1.44M -24,783 -18%
AOWM
735
Alpha Omega Wealth Management
Virginia
$6.88M +$643K +11,068 +11%
OIM
736
Opus Investment Management
Massachusetts
$6.87M
BFG
737
Beacon Financial Group
Texas
$6.84M +$106K +1,830 +2%
WSCM
738
Wellington Shields Capital Management
New York
$6.81M +$313K +5,387 +5%
PA
739
Parallel Advisors
California
$6.8M -$46K -791 -0.7%
GP
740
Girard Partners
Pennsylvania
$6.8M -$155K -2,660 -2%
Impax Asset Management Group
741
Impax Asset Management Group
United Kingdom
$6.79M -$20.8M -358,227 -76%
TF
742
Tompkins Financial
New York
$6.75M -$35.3K -608 -0.5%
CNC
743
Canandaigua National Corp
New York
$6.74M -$186K -3,195 -3%
SW
744
SteelPeak Wealth
California
$6.71M -$1.19M -20,483 -15%
PAS
745
Park Avenue Securities
New York
$6.7M +$697K +11,993 +12%
TNB
746
TCF National Bank
South Dakota
$6.69M -$546K -9,405 -8%
AAMA
747
Advanced Asset Management Advisors
Ohio
$6.68M +$116 +2 +0%
RWP
748
RWA Wealth Partners
Massachusetts
$6.65M +$159K +2,729 +3%
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.61M +$156K +2,688 +2%
ECM
750
Evergreen Capital Management
Washington
$6.61M +$96.1K +1,654 +2%