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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1226
Keel Point
Alabama
$773K +$8.67K +44 +1%
CT
1227
Chicago Trust
Illinois
$771K -$14.8K -75 -2%
PAM
1228
Private Asset Management
California
$769K -$8.87K -45 -1%
WPP
1229
Whalerock Point Partners
Rhode Island
$769K -$7.29K -37 -1%
FM
1230
Forward Management
California
$766K -$288K -1,462 -28%
MBTD
1231
Mechanics Bank - Trust Department
California
$766K -$18.9K -96 -3%
MGIA
1232
Moneta Group Investment Advisors
Missouri
$763K -$878K -4,454 -55%
BWAM
1233
Boyd Watterson Asset Management
Ohio
$760K -$41.4K -210 -5%
NB
1234
NBT Bank
New York
$749K -$101K -515 -12%
FA
1235
FMA Advisory
Pennsylvania
$749K +$24.6K +125 +4%
FIM
1236
Frontier Investment Management
Texas
$747K -$14.8K -75 -2%
KB
1237
Kimelman & Baird
New York
$746K
EGA
1238
E&G Advisors
Texas
$746K +$118K +600 +20%
CWM
1239
Circle Wealth Management
New Jersey
$739K -$591 -3 -0.1%
NIM
1240
Northeast Investment Management
Massachusetts
$737K -$16.2K -82 -2%
IA
1241
Independence Advisors
Pennsylvania
$735K +$24.6K +125 +4%
WAM
1242
Weatherly Asset Management
California
$734K
EWM
1243
Empirical Wealth Management
Washington
$731K -$9.26K -47 -1%
CT
1244
Cambridge Trust
Massachusetts
$729K -$8.28K -42 -1%
BWM
1245
Biltmore Wealth Management
Arizona
$729K +$693K +3,518 New
APP
1246
Avantax Planning Partners
Iowa
$728K -$184K -933 -21%
ODCM
1247
Old Dominion Capital Management
Virginia
$727K +$691K +3,507 New
FMLI
1248
Fukoku Mutual Life Insurance
Japan
$726K
GI
1249
Gradient Investments
Minnesota
$722K -$46.1K -234 -6%
HH
1250
Hilltop Holdings
Texas
$722K +$18.7K +95 +3%