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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1026
Mission Wealth Management
California
$1.63M +$24.4K +107 +2%
CWM
1027
Cordatus Wealth Management
Pennsylvania
$1.63M +$10.5K +46 +0.7%
MPIA
1028
Mountain Pacific Investment Advisers
Idaho
$1.62M +$79.6K +349 +5%
IIA
1029
ICW Investment Advisors
Arizona
$1.62M -$6.84K -30 -0.4%
PNC
1030
Park National Corp
Ohio
$1.61M -$2.74K -12 -0.2%
ZB
1031
Zions Bancorporation
Utah
$1.61M +$126K +554 +9%
DWM
1032
Dakota Wealth Management
Florida
$1.61M +$1.1M +4,829 +243%
BWL
1033
Bogart Wealth LLC
Virginia
$1.61M +$160K +703 +12%
MWM
1034
Mattern Wealth Management
Kansas
$1.6M +$100K +440 +7%
WP
1035
WealthPLAN Partners
Nebraska
$1.6M +$542K +2,376 +56%
EH
1036
Equitable Holdings
New York
$1.6M +$14.1K +62 +0.9%
ACM
1037
Azimuth Capital Management
Michigan
$1.57M -$21.7K -95 -1%
AWM
1038
Altium Wealth Management
New York
$1.57M -$167K -730 -10%
CCT
1039
Capital City Trust
Florida
$1.57M -$86K -377 -5%
TA
1040
TCG Advisors
Texas
$1.57M +$208K +913 +16%
PT
1041
Plimoth Trust
Massachusetts
$1.56M -$419K -1,836 -22%
NIM
1042
Northeast Investment Management
Massachusetts
$1.55M
PGAM
1043
Princeton Global Asset Management
New Jersey
$1.55M +$12.3K +54 +0.8%
TCM
1044
Tradewinds Capital Management
Washington
$1.55M -$42K -184 -3%
SAM
1045
S.A. Mason
Michigan
$1.55M -$34K -149 -2%
VLKIM
1046
Van Lanschot Kempen Investment Management
Netherlands
$1.54M +$229K +1,005 +18%
MJRIC
1047
Mogy Joel R Investment Counsel
California
$1.54M -$5.7K -25 -0.4%
WEC
1048
Winslow Evans & Crocker
Massachusetts
$1.54M +$73.2K +321 +5%
HT
1049
Heritage Trust
Oklahoma
$1.54M +$489K +2,144 +49%
SJIM
1050
St. Johns Investment Management
Florida
$1.53M -$47.5K -208 -3%