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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
626
Alera Investment Advisors
Illinois
$698K +$17.3K +27 +3%
WJWM
627
Williams Jones Wealth Management
New York
$683K -$13.5K -21 -2%
PAA
628
Peregrine Asset Advisers
Oregon
$682K +$643K +1,002 New
CMANY
629
Capital Management Associates (New York)
New York
$681K +$642K +1,000 New
LB
630
Leo Brokerage
Texas
$680K +$641K +999 New
SM
631
STF Management
Texas
$677K +$259K +404 +68%
HPWA
632
Hall Private Wealth Advisors
North Carolina
$675K -$4.5K -7 -0.7%
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$674K -$263K -409 -29%
AO
634
Advisor OS
Illinois
$668K -$59.1K -92 -9%
HWM
635
HB Wealth Management
Georgia
$658K -$19.3K -30 -3%
MSS
636
Mitchell Sinkler & Starr
Pennsylvania
$656K -$6.42K -10 -1%
ST
637
Smithfield Trust
Pennsylvania
$654K – – –
SRAM
638
Spouting Rock Asset Management
Pennsylvania
$652K – – –
RC
639
Roundview Capital
New Jersey
$637K -$1.93K -3 -0.3%
SFO
640
Stokes Family Office
Louisiana
$636K -$118K -184 -16%
KP
641
Keel Point
Alabama
$633K +$25K +39 +4%
Empower Advisory Group
642
Empower Advisory Group
Colorado
$632K +$602K +938 New
CGA
643
Channing Global Advisors
Florida
$632K -$1.28K -2 -0.2%
MIM
644
Martin Investment Management
Florida
$630K +$4.5K +7 +0.8%
CF
645
Centaurus Financial
California
$630K -$101K -157 -15%
BAM
646
Blueshift Asset Management
New Jersey
$628K -$129K -201 -18%
CCM
647
Coldstream Capital Management
Washington
$624K -$1.93K -3 -0.3%
NFSG
648
Newbridge Financial Services Group
Florida
$623K +$5.78K +9 +1%
NAS
649
NWF Advisory Services
California
$621K +$550K +857 New
AWM
650
Avior Wealth Management
Nebraska
$612K +$162K +252 +39%