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Name Holding Trade Value Shares
Change
Change in
Stake
RT
651
Rockland Trust
Massachusetts
$1.32M +$198K +1,884 +19%
Confluence Wealth Services
652
Confluence Wealth Services
Pennsylvania
$1.32M +$10.2K +97 +0.8%
CWM
653
Cordatus Wealth Management
Pennsylvania
$1.32M -$1.71M -16,288 -58%
MGO One Seven
654
MGO One Seven
Ohio
$1.31M +$213K +2,025 +21%
CAM
655
Cozad Asset Management
Illinois
$1.3M +$315 +3 +0%
BCP
656
Berkeley Capital Partners
Georgia
$1.3M +$10.4K +99 +0.9%
TCOV
657
Trust Company of Vermont
Vermont
$1.3M -$4.83K -46 -0.4%
ITIM
658
Indiana Trust & Investment Management
Indiana
$1.3M -$4.73K -45 -0.4%
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$1.3M +$1.58K +15 +0.1%
Jarislowsky, Fraser Ltd
660
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.3M – – –
MMHP
661
Murphy Middleton Hinkle & Parker
Georgia
$1.29M +$273K +2,601 +29%
CWP
662
Concord Wealth Partners
Virginia
$1.27M -$126K -1,198 -10%
CAMV
663
Concord Asset Management (Virginia)
Virginia
$1.27M -$127K -1,207 -10%
JIC
664
Joel Isaacson & Co
New York
$1.27M – – –
Carnegie Investment Counsel
665
Carnegie Investment Counsel
Ohio
$1.26M +$315 +3 +0%
HighPoint Advisor Group
666
HighPoint Advisor Group
Illinois
$1.25M -$84.2K -802 -7%
V
667
VeraBank
Texas
$1.24M -$23.1K -220 -2%
Bleakley Financial Group
668
Bleakley Financial Group
New Jersey
$1.24M -$23.2K -221 -2%
Eventide Asset Management
669
Eventide Asset Management
Massachusetts
$1.24M +$204K +1,946 +21%
ATC
670
Argent Trust Co
Tennessee
$1.24M – – –
IWA
671
IBEX Wealth Advisors
New Jersey
$1.24M -$10.9K -104 -0.9%
Geneos Wealth Management
672
Geneos Wealth Management
Colorado
$1.23M -$94.5K -900 -8%
RWA Wealth Partners
673
RWA Wealth Partners
Massachusetts
$1.23M -$154K -1,464 -12%
RIM
674
Redwood Investment Management
Arizona
$1.22M -$242K -2,305 -17%
PWP
675
Principle Wealth Partners
Connecticut
$1.22M +$15.4K +147 +1%