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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
World Asset Management
Michigan
$4.02M -$98.9K -402 -2%
HVM
702
Harvest Volatility Management
Connecticut
$4.02M +$973K +3,956 +32%
KFP
703
KMG Fiduciary Partners
Ohio
$4.01M +$94.7K +385 +2%
BWP
704
Baldwin Wealth Partners
Massachusetts
$3.98M -$9.95M -40,466 -71%
VWA
705
Visionary Wealth Advisors
Illinois
$3.95M -$117K -475 -3%
IRF
706
IBM Retirement Fund
New York
$3.94M -$891K -3,622 -18%
BB
707
Bell Bank
North Dakota
$3.94M +$392K +1,592 +11%
HPWM
708
High Pines Wealth Management
Massachusetts
$3.93M +$59.8K +243 +2%
IAA
709
Independent Advisor Alliance
North Carolina
$3.92M +$670K +2,724 +20%
WPW
710
Waldron Private Wealth
Pennsylvania
$3.91M +$74.5K +303 +2%
JWM
711
Jackson Wealth Management
Florida
$3.9M +$11.3K +46 +0.3%
SSWM
712
Smith Salley Wealth Management
North Carolina
$3.87M -$492 -2 -0%
BU
713
BBVA USA
Alabama
$3.86M +$3.89M +15,828 New
MMG
714
Monetary Management Group
Missouri
$3.84M +$6.15K +25 +0.2%
AIC
715
Argus Investors Counsel
New York
$3.84M -$235K -955 -6%
SC
716
Sawyer & Company
Massachusetts
$3.81M +$84.9K +345 +2%
SIMM
717
Stillwater Investment Management (Minnesota)
Minnesota
$3.76M +$10.6K +43 +0.3%
GT
718
Greenleaf Trust
Michigan
$3.73M +$33.7K +137 +0.9%
CIA
719
Capital Investment Advisors
Georgia
$3.73M +$7.13K +29 +0.2%
BO
720
Bank OZK
Arkansas
$3.72M +$15.3K +62 +0.4%
LIM
721
Loudon Investment Management
New Hampshire
$3.71M +$105K +425 +3%
DCM
722
Dupont Capital Management
Delaware
$3.7M -$71.8K -292 -2%
CS
723
Comerica Securities
Michigan
$3.7M -$290K -1,179 -7%
FCMC
724
Founders Capital Management (Connecticut)
Connecticut
$3.69M -$485K -1,972 -12%
FHC
725
First Horizon Corporation
Tennessee
$3.67M -$106K -429 -3%