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Name Holding Trade Value Shares
Change
Change in
Stake
SN
851
Sittner & Nelson
Oregon
$814K +$57.5K +79 +7%
RBFC
852
Roman Butler Fullerton & Co
Missouri
$813K +$42.2K +58 +5%
BA
853
Bridgewater Advisors
New York
$813K +$888K +1,221 New
HI
854
Horizon Investments
North Carolina
$813K +$107K +147 +14%
HTHT
855
Hemenway Trust Hemenway Trust
New Hampshire
$806K +$58.9K +81 +7%
XSC
856
X-Square Capital
Puerto Rico
$806K +$10.9K +15 +1%
KP
857
Keel Point
Alabama
$803K +$73.5K +101 +9%
WPC
858
Wedmont Private Capital
Pennsylvania
$799K -$13.8K -19 -2%
FAM
859
Formidable Asset Management
Ohio
$796K +$169K +232 +24%
BWM
860
BKM Wealth Management
Wisconsin
$796K +$66.2K +91 +8%
LI
861
Louisbourg Investments
New Brunswick, Canada
$795K +$218K +300 +33%
1WA
862
180 Wealth Advisors
Washington
$794K -$10.9K -15 -1%
TBWA
863
Three Bridge Wealth Advisors
California
$793K +$141K +194 +19%
DAS
864
Dynamic Advisor Solutions
Arizona
$788K -$79.3K -109 -8%
BONH
865
Bank of New Hampshire
New Hampshire
$783K +$24K +33 +3%
CIM
866
Confluence Investment Management
Missouri
$781K +$857K +1,178 New
BIM
867
Baldwin Investment Management
Pennsylvania
$780K +$229K +315 +37%
AT
868
American Trust
Kentucky
$779K -$7.28K -10 -0.8%
MDA
869
Minot DeBlois Advisors
Massachusetts
$777K +$8K +11 +0.9%
LFS
870
Legacy Financial Strategies
Kansas
$776K +$50.2K +69 +6%
GCM
871
GKV Capital Management
California
$775K -$189K -260 -18%
UAS
872
United Asset Strategies
New York
$772K +$173K +238 +26%
GWM
873
Gibbs Wealth Management
Georgia
$772K -$594K -817 -41%
DCM
874
DGS Capital Management
New Jersey
$771K +$147K +202 +21%
CWM
875
Challenger Wealth Management
California
$766K – – –