We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
ZWJ Investment Counsel
926
ZWJ Investment Counsel
Georgia
$75.7M +$2.08M +7,266 +3%
Avity Investment Management
927
Avity Investment Management
Connecticut
$75.3M -$14.8M -51,742 -17%
Harding Loevner
928
Harding Loevner
New Jersey
$75.2M +$74.4M +259,985 New
Fragasso Financial Advisors
929
Fragasso Financial Advisors
Pennsylvania
$75.2M +$596K +2,084 +0.8%
Simplex Trading
930
Simplex Trading
Illinois
$75.1M +$62.9M +219,765 +552%
LMCG Investments
931
LMCG Investments
Massachusetts
$75.1M -$1.37M -4,788 -2%
First Horizon Corporation
932
First Horizon Corporation
Tennessee
$74.6M -$4.44M -15,511 -6%
Bouchey Financial Group
933
Bouchey Financial Group
New York
$74.5M -$984K -3,439 -1%
Bender Robert & Associates
934
Bender Robert & Associates
California
$74.4M -$1.43M -4,985 -2%
Belpointe Asset Management
935
Belpointe Asset Management
Nevada
$74.4M -$451K -1,577 -0.6%
NBT Bank
936
NBT Bank
New York
$74.2M -$4.09M -14,284 -5%
Mindset Wealth Management
937
Mindset Wealth Management
Indiana
$74.2M +$10.3M +36,000 +16%
Foster & Motley
938
Foster & Motley
Ohio
$74M +$2.75M +9,631 +4%
Forum Financial Management
939
Forum Financial Management
Illinois
$73.9M -$490K -1,712 -0.7%
Beaumont Financial Advisors
940
Beaumont Financial Advisors
Massachusetts
$73.8M -$498K -1,742 -0.7%
Palisade Capital Management
941
Palisade Capital Management
New Jersey
$73.6M +$2.62M +9,143 +4%
Soltis Investment Advisors
942
Soltis Investment Advisors
Utah
$73.6M -$3.76M -13,154 -5%
WDA
943
Wendell David Associates
New Hampshire
$73.5M +$516K +1,805 +0.7%
Hemenway Trust Hemenway Trust
944
Hemenway Trust Hemenway Trust
New Hampshire
$73.5M -$307K -1,072 -0.4%
Confluence Wealth Services
945
Confluence Wealth Services
Pennsylvania
$73.5M +$24.9M +87,100 +52%
Philadelphia Trust Company
946
Philadelphia Trust Company
Pennsylvania
$73.5M -$478K -1,670 -0.7%
Pine Valley Investments
947
Pine Valley Investments
New Jersey
$73.4M -$1.3M -4,543 -2%
AAM
948
AR Asset Management
California
$73.3M -$4.38M -15,330 -6%
Cincinnati Specialty Underwriters Insurance
949
Cincinnati Specialty Underwriters Insurance
Ohio
$73.2M – – –
TCOT
950
Trust Company of Toledo
Ohio
$73M -$690K -2,413 -0.9%