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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2351
Court Place Advisors
Maryland
$6.79M +$195K +1,505 +3%
AAM
2352
Ascension Asset Management
New York
$6.79M -$66.1K -510 -1%
SIAG
2353
Signet Investment Advisory Group
Rhode Island
$6.78M -$427K -3,295 -6%
AP
2354
Americana Partners
Texas
$6.78M +$181K +1,400 +3%
SAM
2355
Seelaus Asset Management
New Jersey
$6.78M -$423K -3,268 -6%
LWA
2356
Lenox Wealth Advisors
New York
$6.77M +$232K +1,788 +4%
WP
2357
WealthShield Partners
North Carolina
$6.77M -$53.4K -412 -0.8%
CCFM
2358
Clear Creek Financial Management
Washington
$6.77M +$5.68M +43,839 +786%
KHLMTHM
2359
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.76M
NC
2360
NovaPoint Capital
Georgia
$6.76M +$591K +4,565 +10%
CRI
2361
Colonial River Investments
Virginia
$6.73M +$2.85K +22 +0%
WA
2362
Waddell & Associates
Tennessee
$6.73M -$678K -5,236 -10%
WR
2363
WD Rutherford
Oregon
$6.73M -$53.8K -415 -0.8%
CI
2364
Ceera Investments
Texas
$6.72M -$82.9K -640 -1%
NIM
2365
Needham Investment Management
New York
$6.71M -$1.85M -14,300 -23%
CB
2366
CNB Bank
Pennsylvania
$6.7M +$126K +975 +2%
W
2367
Wealthquest
Ohio
$6.7M +$223K +1,724 +4%
BEAM
2368
Baker Ellis Asset Management
Washington
$6.7M -$25.5K -197 -0.4%
NIA
2369
NIA Impact Advisors
California
$6.67M +$221K +1,709 +4%
AIP
2370
Ahrens Investment Partners
Louisiana
$6.67M +$330K +2,549 +6%
PFM
2371
Peak Financial Management
Massachusetts
$6.66M -$98.1K -757 -2%
DMBA
2372
Deseret Mutual Benefit Administrators
Utah
$6.66M +$6.3M +48,636 New
CCB
2373
Cutter & Co Brokerage
Missouri
$6.66M +$259K +1,997 +4%
EAM
2374
Eukles Asset Management
Ohio
$6.65M +$2.14M +16,515 +52%
EGA
2375
E&G Advisors
Texas
$6.64M -$6.36M -49,100 Closed