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Name Holding Trade Value Shares
Change
Change in
Stake
Munich Reinsurance
876
Munich Reinsurance
$82.6M +$6.06M +21,189 +8%
United Asset Strategies
877
United Asset Strategies
New York
$82.5M +$16.7M +58,266 +26%
BLB&B Advisors
878
BLB&B Advisors
Pennsylvania
$82.5M +$243K +850 +0.3%
Chesley Taft & Associates
879
Chesley Taft & Associates
Illinois
$82.3M -$12.6K -44 -0%
BFO
880
Boston Family Office
Massachusetts
$82.3M -$749K -2,618 -0.9%
Gladstone Institutional Advisory
881
Gladstone Institutional Advisory
Florida
$82.1M +$1.99M +6,955 +3%
Baskin Financial Services
882
Baskin Financial Services
Ontario, Canada
$81.9M -$2.74M -9,568 -3%
Moody Lynn & Lieberson
883
Moody Lynn & Lieberson
Massachusetts
$81.7M +$1.04M +3,619 +1%
Private Advisory Group
884
Private Advisory Group
Washington
$81.5M +$13.1M +45,669 +19%
Berkshire Asset Management
885
Berkshire Asset Management
Pennsylvania
$81.5M -$1.14K -4 -0%
Cidel Asset Management
886
Cidel Asset Management
Ontario, Canada
$81.3M +$25M +87,427 +45%
Falcon Wealth Planning
887
Falcon Wealth Planning
California
$81.2M -$488K -1,707 -0.6%
Narwhal Capital Management
888
Narwhal Capital Management
Georgia
$81.1M +$196K +685 +0.2%
First Nebraska Trust
889
First Nebraska Trust
Nebraska
$80.8M -$132K -462 -0.2%
ACM
890
Aljian Capital Management
Nevada
$80.8M -$1.68M -5,866 -2%
Bar Harbor Wealth Management
891
Bar Harbor Wealth Management
New Hampshire
$80.7M +$9.12M +31,887 +13%
Aspiriant LLC
892
Aspiriant LLC
California
$80.5M +$1.85M +6,456 +2%
Ceeto Capital Group
893
Ceeto Capital Group
Florida
$80.4M -$174K -610 -0.2%
Iron Gate Global Advisors
894
Iron Gate Global Advisors
Utah
$80.2M -$694K -2,428 -0.9%
MPS Loria Financial Planners
895
MPS Loria Financial Planners
Illinois
$80.1M -$861K -3,011 -1%
KLCM Advisors
896
KLCM Advisors
Wisconsin
$80M -$1.6M -5,593 -2%
Kimelman & Baird
897
Kimelman & Baird
New York
$80M -$499K -1,744 -0.6%
Smithfield Trust
898
Smithfield Trust
Pennsylvania
$79.8M -$157K -550 -0.2%
New Age Alpha Advisors
899
New Age Alpha Advisors
New York
$79.8M +$1.25M +4,387 +2%
SeaCrest Wealth Management
900
SeaCrest Wealth Management
New York
$79.7M -$5.35M -18,688 -6%