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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1701
Icon Wealth Partners
Texas
$13.9M -$600K -4,074 -4%
WSC
1702
Wellington Shields & Co
New York
$13.8M -$255K -1,732 -2%
SFP
1703
Shepherd Financial Partners
Massachusetts
$13.8M -$119K -810 -0.8%
VAS
1704
Vestmark Advisory Solutions
Massachusetts
$13.8M -$1.41M -9,558 -9%
MCCP
1705
Mission Creek Capital Partners
California
$13.8M -$653K -4,435 -4%
BAM
1706
Blueshift Asset Management
New Jersey
$13.8M -$11.4M -77,484 -44%
CBFP
1707
Cedar Brook Financial Partners
Ohio
$13.8M -$519K -3,528 -3%
FWM
1708
Focused Wealth Management
New York
$13.8M +$39.5K +268 +0.3%
HCA
1709
Horan Capital Advisors
Ohio
$13.7M -$29.3K -199 -0.2%
FIB
1710
First Interstate Bank
Montana
$13.7M +$788K +5,351 +6%
WA
1711
Waverly Advisors
Alabama
$13.7M +$469K +3,186 +4%
PAS
1712
Professional Advisory Services
Florida
$13.7M -$1.21M -8,222 -8%
AWM
1713
Aries Wealth Management
Maine
$13.6M -$40.8K -277 -0.3%
SAM
1714
Smithbridge Asset Management
Pennsylvania
$13.6M -$331K -2,248 -2%
PCTC
1715
Perkins Coie Trust Company
Washington
$13.6M -$43.7K -297 -0.3%
CTFG
1716
Capstone Triton Financial Group
Oklahoma
$13.6M -$126K -854 -0.9%
SFS
1717
Strategic Financial Services
New York
$13.5M -$577K -3,919 -4%
B
1718
Barings
North Carolina
$13.5M -$1.91M -12,987 -12%
FMLI
1719
Fukoku Mutual Life Insurance
Japan
$13.5M +$1.45M +9,870 +12%
IP
1720
Isthmus Partners
Wisconsin
$13.5M -$482K -3,272 -3%
FPB
1721
First PREMIER Bank
South Dakota
$13.5M -$104K -707 -0.7%
CA
1722
Calton & Associates
Florida
$13.5M +$60.2K +409 +0.4%
SIP
1723
Stoneridge Investment Partners
Pennsylvania
$13.4M -$804K -5,464 -5%
HHGA
1724
Halbert Hargrove Global Advisors
California
$13.4M -$2.06M -13,993 -13%
AFA
1725
Arlington Financial Advisors
California
$13.4M -$2.25M -15,265 -14%