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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
801
Kingsview Wealth Management
Oregon
$5.3M +$277K +5,003 +5%
PFO
802
Pathstone Family Office
New Jersey
$5.29M +$1.19M +21,461 +28%
Nomura Holdings
803
Nomura Holdings
Japan
$5.26M -$347K -6,277 -6%
LCS
804
Levin Capital Strategies
New York
$5.26M -$31K -561 -0.6%
AAM
805
AR Asset Management
California
$5.26M +$664K +12,000 +14%
EWM
806
Executive Wealth Management
Michigan
$5.25M +$40.9K +739 +0.8%
ODCM
807
Old Dominion Capital Management
Virginia
$5.25M +$20.7K +375 +0.4%
SWA
808
Stratos Wealth Advisors
Ohio
$5.25M +$125K +2,261 +2%
SS
809
Sunbelt Securities
Texas
$5.23M
BST
810
Bath Savings Trust
Maine
$5.22M +$72.9K +1,317 +1%
MA
811
Montag & Associates
Georgia
$5.18M +$560K +10,116 +12%
SIM
812
Stratos Investment Management
Ohio
$5.16M +$1.17M +21,110 +28%
MCP
813
Martin Capital Partners
Oregon
$5.15M +$46.5K +840 +0.9%
BO
814
Bank OZK
Arkansas
$5.13M -$20.4K -369 -0.4%
BHC
815
Bowen Hanes & Co
Florida
$5.13M -$625K -11,306 -11%
MCM
816
Mattern Capital Management
Colorado
$5.13M +$342K +6,184 +7%
BCM
817
Blume Capital Management
California
$5.12M +$161K +2,915 +3%
LNC
818
Lincoln National Corp
Pennsylvania
$5.11M -$514K -9,300 -9%
CCG
819
Cypress Capital Group
Florida
$5.11M -$2.27K -41 -0%
MPI
820
Mairs & Power Inc
Minnesota
$5.1M -$178K -3,221 -3%
HH
821
Hilltop Holdings
Texas
$5.09M +$1.26M +22,861 +32%
PWM
822
Perigon Wealth Management
California
$5.09M -$348K -6,299 -6%
WKWM
823
Walter & Keenan Wealth Management
Indiana
$5.09M +$49.7K +898 +1%
AF
824
Alerus Financial
North Dakota
$5.08M +$563K +10,175 +12%
SIAP
825
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.05M +$31.1K +562 +0.6%