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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
751
Concurrent Investment Advisors
Florida
$1.07M +$303K +342 +45%
BLC
752
Brown, Lisle/Cummings
Rhode Island
$1.07M
Schroder Investment Management Group
753
Schroder Investment Management Group
United Kingdom
$1.07M -$49.7K -56 -5%
KP
754
Keel Point
Alabama
$1.05M -$7.98K -9 -0.8%
GWMR
755
GC Wealth Management RIA
Massachusetts
$1.05M -$94K -106 -9%
CPIG
756
Chicago Partners Investment Group
Illinois
$1.05M +$11.5K +13 +1%
GM
757
GeoWealth Management
Illinois
$1.05M -$40.8K -46 -4%
BB
758
Burford Brothers
Texas
$1.05M +$66.5K +75 +7%
SIG
759
Stonegate Investment Group
Alabama
$1.05M +$518K +584 +118%
HTHT
760
Hemenway Trust Hemenway Trust
New Hampshire
$1.05M +$120K +135 +14%
FHB
761
First Hawaiian Bank
Hawaii
$1.04M +$688K +776 +259%
IVP
762
Intrinsic Value Partners
Arizona
$1.04M -$280K -316 -23%
FTA
763
Financial & Tax Architects
Missouri
$1.03M +$76.3K +86 +9%
BL
764
BFSG LLC
California
$1.03M +$506K +571 +117%
HNB
765
Huntington National Bank
Ohio
$1.02M +$114K +129 +14%
CWP
766
Capital Wealth Planning
Florida
$1.02M -$712K -803 -43%
Allianz Asset Management
767
Allianz Asset Management
Germany
$1.01M +$924K +1,042 New
LFS
768
Legacy Financial Strategies
Kansas
$1.01M +$17.7K +20 +2%
AIA
769
Arbor Investment Advisors
North Carolina
$1M
CA
770
Continuum Advisory
Idaho
$1M -$26.6K -30 -3%
FFWA
771
FRG Family Wealth Advisors
Washington
$1,000K -$22.2K -25 -2%
HT
772
Heritage Trust
Oklahoma
$997K -$47K -53 -5%
CF
773
Centaurus Financial
California
$994K -$235K -265 -21%
DC
774
Davenport & Co
Virginia
$993K -$6.21K -7 -0.7%
IWM
775
IHT Wealth Management
Illinois
$991K -$9.76K -11 -1%