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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1501
Regal Investment Advisors
Michigan
$1.09M -$29.2K -274 -3%
FBB
1502
Fulton Breakefield Broenniman
Maryland
$1.09M -$165K -1,547 -13%
CPA
1503
Court Place Advisors
Maryland
$1.09M -$42.6K -400 -4%
LC
1504
Lindbrook Capital
California
$1.09M +$518K +4,863 +95%
OFA
1505
Oak Family Advisors
Illinois
$1.08M -$67.8K -636 -6%
BFG
1506
Beacon Financial Group
Texas
$1.08M -$52.1K -489 -5%
RWB
1507
RMR Wealth Builders
New Jersey
$1.08M -$4.69K -44 -0.4%
MWA
1508
Moser Wealth Advisors
Washington
$1.08M +$1.05M +9,895 New
BIM
1509
Barton Investment Management
Pennsylvania
$1.08M
WKWM
1510
Walter & Keenan Wealth Management
Indiana
$1.07M -$12.9K -121 -1%
ARMT
1511
Amica Retiree Medical Trust
Rhode Island
$1.07M +$84.6K +794 +9%
ZAM
1512
Zevin Asset Management
Massachusetts
$1.07M
USB
1513
Union Savings Bank
Connecticut
$1.07M +$1.02M +9,580 New
ACM
1514
Argyle Capital Management
Pennsylvania
$1.06M -$107K -1,000 -9%
IFWM
1515
Institute for Wealth Management
Colorado
$1.06M -$23.3K -219 -2%
M
1516
Mirova
France
$1.06M -$1.14M -10,666 -52%
PBC
1517
Pavion Blue Capital
California
$1.06M +$55.4K +520 +6%
GA
1518
Geller Advisors
New York
$1.06M +$215K +2,016 +26%
T
1519
TOBAM
France
$1.05M +$34.5K +324 +3%
MAA
1520
Mraz Amerine & Associates
California
$1.05M -$8.31K -78 -0.8%
KCM
1521
KRS Capital Management
Michigan
$1.05M +$5.33K +50 +0.5%
TIM
1522
Thompson Investment Management
Wisconsin
$1.05M +$53.2K +499 +5%
LCC
1523
Lincoln Capital Corp
Rhode Island
$1.05M
WP
1524
WealthSource Partners
California
$1.05M +$14.4K +135 +1%
LRPA
1525
L. Roy Papp & Associates
Arizona
$1.04M -$11.2K -105 -1%