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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1476
Tiedemann Advisors
New York
$1.02M -$3.09K -29 -0.3%
CWM
1477
Chesapeake Wealth Management
Virginia
$1.01M -$15.5K -145 -1%
FANJ
1478
Financial Architects (New Jersey)
New Jersey
$1.01M +$34K +319 +3%
FPB
1479
First PREMIER Bank
South Dakota
$1.01M
MC
1480
Martin & Co
Tennessee
$1.01M +$23.8K +223 +2%
FFG
1481
Fortem Financial Group
California
$1.01M +$31.5K +296 +3%
CST
1482
Charles Schwab Trust
Nevada
$1.01M +$21.3K +200 +2%
SW
1483
SlateStone Wealth
Florida
$1M -$806K -7,565 -42%
EWM
1484
Empirical Wealth Management
Washington
$1M +$71.8K +674 +7%
OAM
1485
Oak Asset Management
California
$996K +$1.1M +10,297 New
HWMA
1486
Heritage Wealth Management (Arizona)
Arizona
$993K +$45.2K +424 +4%
ARMT
1487
Amica Retiree Medical Trust
Rhode Island
$992K -$46.7K -438 -4%
WB
1488
Webster Bank
Connecticut
$992K +$21.3K +200 +2%
KC
1489
Knuff & Co
California
$990K +$10.7K +100 +1%
FBFS
1490
First Business Financial Services
Wisconsin
$989K
OIS
1491
Okabena Investment Services
Minnesota
$989K +$392K +3,681 +56%
CWS
1492
Confluence Wealth Services
Pennsylvania
$982K -$1.06M -9,901 -49%
SIG
1493
Sargent Investment Group
Maryland
$980K +$12.3K +115 +1%
AMC
1494
Asset Management Corp
Illinois
$979K +$213 +2 +0%
OC
1495
Oakworth Capital
Alabama
$979K +$142K +1,336 +15%
KWMG
1496
King Wealth Management Group
Florida
$978K +$21.5K +202 +2%
NAS
1497
Nicolet Advisory Services
Wisconsin
$977K +$217K +2,033 +27%
CPA
1498
Court Place Advisors
Maryland
$976K
WKWM
1499
Walter & Keenan Wealth Management
Indiana
$976K +$3.2K +30 +0.3%
BCM
1500
Brown Capital Management
Maryland
$973K