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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1201
Beaumont Financial Advisors
Massachusetts
$1.18M +$311K +1,266 +35%
CWM
1202
Circle Wealth Management
New Jersey
$1.18M +$1.72K +7 +0.1%
FBFS
1203
First Business Financial Services
Wisconsin
$1.17M +$108K +440 +10%
MPAM
1204
Murphy Pohlad Asset Management
Minnesota
$1.17M -$61.5K -250 -5%
WAAG
1205
Wealth Alliance Advisory Group
Kansas
$1.16M +$10.3K +42 +0.9%
AWM
1206
Aberdeen Wealth Management
Illinois
$1.16M
HIIFS
1207
Harel Insurance Investments & Financial Services
Israel
$1.16M +$69.6K +283 +24%
V
1208
VeraBank
Texas
$1.16M +$5.66K +23 +0.5%
WA
1209
WP Advisors
California
$1.15M +$18K +73 +2%
CHJWM
1210
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.15M +$51.9K +211 +5%
CAM
1211
Covenant Asset Management
New Jersey
$1.15M
DC
1212
DeDora Capital
California
$1.15M -$55.6K -226 -5%
PWA
1213
Providence Wealth Advisors
Illinois
$1.14M -$984 -4 -0.1%
CFA
1214
Camarda Financial Advisors
Florida
$1.14M -$3.44K -14 -0.3%
PIM
1215
Perpetual Investment Management
Australia
$1.13M +$221K +900 +24%
LIM
1216
Longfellow Investment Management
Massachusetts
$1.13M -$769K -3,126 -40%
AAP
1217
Arax Advisory Partners
Colorado
$1.13M +$1.14M +4,640 New
CQS
1218
Credential Qtrade Securities
$1.12M +$209K +850 +23%
TNB
1219
Thomasville National Bank
Georgia
$1.12M -$186K -756 -14%
Verition Fund Management
1220
Verition Fund Management
Connecticut
$1.12M +$1.13M +4,589 New
FCB
1221
First Command Bank
Texas
$1.12M -$159K -645 -12%
FCFS
1222
First Command Financial Services
Texas
$1.12M -$159K -645 -12%
BDS
1223
Banco de Sabadell
Florida
$1.11M +$53.6K +218 +5%
PP
1224
Patten & Patten
Tennessee
$1.11M +$220K +893 +24%
HPM
1225
Hudson Portfolio Management
New York
$1.11M -$23.4K -95 -2%