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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
726
Boston Trust Walden
Massachusetts
$5.53M -$163K -1,527 -3%
RCM
727
RB Capital Management
Nevada
$5.52M +$26K +244 +0.5%
WAM
728
Wolverine Asset Management
Illinois
$5.48M -$7.63M -71,578 -59%
SAM
729
Sectoral Asset Management
Quebec, Canada
$5.48M +$1.6M +15,000 +43%
SIA
730
Schechter Investment Advisors
Michigan
$5.47M +$104K +976 +2%
DT
731
Diversified Trust
Tennessee
$5.46M +$14.3K +134 +0.3%
HFM
732
Hartford Financial Management
Connecticut
$5.45M -$65.1K -611 -1%
SB
733
Sunflower Bank
Texas
$5.45M -$68.8K -645 -1%
QP
734
Quilter Plc
United Kingdom
$5.41M +$59.7K +560 +11%
FTA
735
Financial & Tax Architects
Missouri
$5.4M +$159K +1,493 +3%
GRP
736
Global Retirement Partners
California
$5.39M +$188K +1,765 +4%
CK
737
Cohen Klingenstein
New York
$5.39M
CCM
738
Carderock Capital Management
Maryland
$5.38M +$7.57K +71 +0.1%
AC
739
Addenda Capital
Quebec, Canada
$5.38M -$2.13K -20 -0%
CT
740
Cambridge Trust
Massachusetts
$5.38M -$522K -4,895 -9%
IWC
741
Integrated Wealth Concepts
Massachusetts
$5.37M +$1.11M +10,432 +27%
PJSIMP
742
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.37M -$3.54M -33,196 -41%
KCPG
743
Kavar Capital Partners Group
Kansas
$5.36M +$29.8K +280 +0.6%
MSFP
744
Mark Sheptoff Financial Planning
Connecticut
$5.36M -$261K -2,449 -5%
CCB
745
Country Club Bank
Missouri
$5.35M -$162K -1,522 -3%
WDL
746
Well Done LLC
Michigan
$5.34M -$385K -3,615 -7%
PIM
747
Penobscot Investment Management
Massachusetts
$5.32M -$63.3K -594 -1%
ATWA
748
Arbor Trust Wealth Advisors
Michigan
$5.32M -$80.1K -751 -2%
GH
749
GAM Holding
Switzerland
$5.32M -$7.57K -71 -0.1%
SS
750
Simplicity Solutions
Minnesota
$5.29M -$6.47M -60,718 -56%