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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1201
Goelzer Investment Management
Indiana
$635K +$3.76K +23 +0.7%
FFP
1202
FourThought Financial Partners
Florida
$635K +$545K +3,335 New
GFPC
1203
Global Financial Private Client
Florida
$635K +$71.2K +435 +15%
VNA
1204
Valley National Advisers
Pennsylvania
$635K -$67.7K -414 -12%
KMWM
1205
Keudell/Morrison Wealth Management
Oregon
$635K -$26.8K -164 -5%
CWP
1206
CFM Wealth Partners
Texas
$634K +$16.4K +100 +3%
CS
1207
Comerica Securities
Michigan
$634K -$43.7K -267 -7%
Lazard Asset Management
1208
Lazard Asset Management
New York
$632K -$4.42K -27 -0.8%
KCM
1209
KRS Capital Management
Michigan
$630K +$9.16K +56 +2%
CWG
1210
Crown Wealth Group
North Carolina
$630K -$17.5K -107 -3%
EIM
1211
Ervin Investment Management
Washington
$630K +$8.18K +50 +2%
AF
1212
Apexium Financial
Texas
$629K +$98.1K +600 +22%
VWM
1213
Venturi Wealth Management
Texas
$629K -$13.2K -81 -2%
NB
1214
Nicolet Bankshares
Wisconsin
$629K +$193K +1,180 +36%
BBNB
1215
Baker Boyer National Bank
Washington
$629K -$14.1K -86 -3%
TC
1216
Telemus Capital
Michigan
$628K +$16.5K +101 +4%
FI
1217
Financial Insights
Washington
$628K +$190K +1,163 +54%
MYLI
1218
Meiji Yasuda Life Insurance
Japan
$628K
WF
1219
Welch & Forbes
Massachusetts
$627K +$239K +1,461 +80%
IA
1220
Insight Advisors
Pennsylvania
$624K +$84.9K +519 +19%
CG
1221
Clarus Group
Texas
$623K -$3.27K -20 -0.6%
KFA
1222
Kelleher Financial Advisors
New York
$623K +$16.5K +101 +3%
AI
1223
AXS Investments
New York
$622K -$30.1K -184 -5%
CCFP
1224
Charles Carroll Financial Partners
Massachusetts
$619K +$172K +1,050 +48%
PCA
1225
Prosperity Capital Advisors
Ohio
$618K +$530K +3,243 New