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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
726
Delta Asset Management
Tennessee
$6.05M +$194K +3,717 +3%
FMBTD
727
First Midwest Bank Trust Division
Illinois
$6.03M -$611K -11,711 -9%
HVIA
728
Hudson Valley Investment Advisors
New York
$6.03M -$80.8K -1,549 -1%
TCCM
729
Timber Creek Capital Management
Massachusetts
$6.03M +$100K +1,920 +2%
WAOTB
730
Wealth Advisors of Tampa Bay
Florida
$6.03M +$3.36M +64,489 +125%
SWA
731
SFMG Wealth Advisors
Texas
$6.01M +$1.33M +25,533 +28%
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$6.01M +$569K +10,898 +10%
AA
733
Ancora Advisors
Ohio
$6M -$449K -8,599 -7%
HR
734
Howe & Rusling
New York
$6M -$1.38M -26,538 -19%
LFAS
735
Level Four Advisory Services
Texas
$6M +$1.52M +29,041 +34%
PHS
736
Pekin Hardy Strauss
Illinois
$5.99M -$400K -7,658 -6%
WPIC
737
White Pine Investment Company
Michigan
$5.99M +$570K +10,928 +10%
TI
738
Trexquant Investment
Connecticut
$5.99M +$6.01M +115,248 New
DIA
739
Dean Investment Associates
Ohio
$5.99M +$666K +12,764 +12%
VVP
740
Venture Visionary Partners
Ohio
$5.97M +$168K +3,220 +3%
CNC
741
Canandaigua National Corp
New York
$5.95M +$93.2K +1,786 +2%
Kovitz Investment Group Partners
742
Kovitz Investment Group Partners
Illinois
$5.93M -$2.31M -44,217 -30%
SWM
743
SeaCrest Wealth Management
New York
$5.92M -$798K -15,296 -12%
AFG
744
Albion Financial Group
Utah
$5.89M +$289K +5,539 +5%
EM
745
Excalibur Management
Massachusetts
$5.86M -$548K -10,503 -9%
BCA
746
Bernzott Capital Advisors
California
$5.84M -$169K -3,233 -3%
BAM
747
Belpointe Asset Management
Nevada
$5.83M -$133K -2,548 -2%
AWM
748
Apollon Wealth Management
South Carolina
$5.83M +$3.32M +63,689 +132%
FFA
749
Fragasso Financial Advisors
Pennsylvania
$5.82M +$26.1K +501 +0.4%
FCBT
750
First Citizens Bank & Trust
North Carolina
$5.78M +$71.9K +1,378 +1%