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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Curi Wealth Management
North Carolina
$940K -$365K -1,362 -28%
NB
1402
NBT Bank
New York
$936K -$11K -41 -1%
BDFN
1403
Bond & Devick Financial Network
Minnesota
$936K
PIM
1404
Profit Investment Management
Maryland
$934K
SM
1405
STF Management
Texas
$934K +$953K +3,555 New
PP
1406
Patron Partners
Texas
$933K -$21.2K -79 -2%
WBCM
1407
Wilson & Boucher Capital Management
California
$931K
AWM
1408
Avitas Wealth Management
California
$930K -$2.14K -8 -0.2%
CAM
1409
Cypress Asset Management
Texas
$929K -$20.1K -75 -2%
VAS
1410
Vestmark Advisory Solutions
Massachusetts
$921K -$17.2K -64 -2%
PIMJS
1411
PKO Investment Management Joint-Stock
Poland
$919K -$670K -2,500 -42%
CPO
1412
Cerity Partners OCIO
New York
$919K +$128K +478 +16%
BFIM
1413
Beese Fulmer Investment Management
Ohio
$919K -$9.38K -35 -1%
1SB
1414
1ST Source Bank
Indiana
$917K -$24.7K -92 -3%
Fiera Capital (Canada)
1415
Fiera Capital (Canada)
Quebec, Canada
$917K -$2.67M -9,972 -74%
CCM
1416
Compton Capital Management
Rhode Island
$915K -$159K -595 -15%
H
1417
HoyleCohen
California
$913K +$27.6K +103 +3%
OA
1418
Oxbow Advisors
Texas
$913K -$101K -375 -10%
BWM
1419
BNC Wealth Management
Oregon
$912K +$931K +3,473 New
FP
1420
Financial Perspectives
Minnesota
$912K +$536 +2 +0.1%
MWM
1421
Meridian Wealth Management
Kentucky
$912K +$359K +1,338 +63%
TC
1422
TAGStone Capital
North Carolina
$910K +$6.43K +24 +0.7%
PAMG
1423
Patton Albertson Miller Group
Tennessee
$910K -$37.5K -140 -4%
KA
1424
Kovack Advisors
Florida
$908K -$70.8K -264 -7%
ST
1425
Smithfield Trust
Pennsylvania
$908K -$13.4K -50 -1%