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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
1801
Woodley Farra Manion Portfolio Management
Indiana
$590K +$13.2K +113 +2%
BWM
1802
Baystate Wealth Management
Massachusetts
$588K -$17.1K -147 -3%
UH
1803
Unigestion Holding
Switzerland
$587K -$816K -6,996 -58%
SG
1804
StoneX Group
New York
$585K +$69K +592 +13%
CF
1805
Copperwynd Financial
Arizona
$584K +$77.9K +668 +15%
PA
1806
Probity Advisors
Texas
$582K -$32.6K -280 -5%
NF
1807
Nikulski Financial
Iowa
$582K -$2.91K -25 -0.5%
SKK
1808
Shepherd Kaplan Krochuk
Massachusetts
$580K -$58.3K -500 -9%
CIP
1809
Capital Insight Partners
Arizona
$580K
MCM
1810
Marathon Capital Management
Maryland
$580K
PHAM
1811
Palisades Hudson Asset Management
Florida
$580K
WAM
1812
Westport Asset Management
Connecticut
$580K
SDIC
1813
South Dakota Investment Council
South Dakota
$580K +$583K +5,000 New
PFWA
1814
Paces Ferry Wealth Advisors
Georgia
$577K
FFA
1815
Founders Financial Alliance
North Carolina
$575K +$52.9K +454 +10%
FPFS
1816
First Personal Financial Services
North Carolina
$574K -$37.3K -320 -6%
FPCP
1817
Fort Point Capital Partners
California
$574K
RWP
1818
RWA Wealth Partners
Massachusetts
$573K +$7.58K +65 +1%
HCA
1819
Heck Capital Advisors
Wisconsin
$573K +$7.81K +67 +1%
LF
1820
Lantz Financial
Illinois
$572K +$11.7K +100 +2%
T
1821
TOBAM
France
$570K +$147K +1,264 +35%
MWM
1822
MBE Wealth Management
Wisconsin
$569K +$16K +137 +3%
ARMC
1823
American Research & Management Company
Massachusetts
$567K -$5.83K -50 -1%
EI
1824
Ellevest Inc
New York
$566K -$65.7K -564 -10%
CG
1825
Corundum Group
Colorado
$566K -$46.6K -400 -8%