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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1276
Aureus Asset Management
Massachusetts
$856K
BBNB
1277
Baker Boyer National Bank
Washington
$855K +$4.71K +22 +0.7%
AIA
1278
Allied Investment Advisors
Montana
$855K
DWA
1279
Douglass Winthrop Advisors
New York
$854K -$139K -650 -17%
PFWA
1280
Paces Ferry Wealth Advisors
Georgia
$850K -$14.8K -69 -2%
Vontobel Holding
1281
Vontobel Holding
Switzerland
$849K -$434K -2,029 -38%
LGWM
1282
Litman Gregory Wealth Management
California
$847K -$202K -946 -23%
NIC
1283
Northwest Investment Counselors
Oregon
$847K -$27.2K -127 -4%
CG
1284
Clarus Group
Texas
$845K -$23.5K -110 -3%
BC
1285
Barrett & Company
Rhode Island
$842K -$172K -805 -20%
PR
1286
Payden & Rygel
California
$834K
TCOO
1287
Trust Company of Oklahoma
Oklahoma
$834K +$35.1K +164 +5%
KMWM
1288
Keudell/Morrison Wealth Management
Oregon
$832K -$16.7K -78 -2%
UL
1289
Unionview LLC
Washington
$831K -$6.42K -30 -0.9%
BW
1290
Bison Wealth
Georgia
$828K +$11.5K +54 +2%
TCOV
1291
Trust Company of Vermont
Vermont
$828K -$259K -1,213 -28%
FFP
1292
FourThought Financial Partners
Florida
$828K -$46.6K -218 -6%
LA
1293
LM Advisors
California
$826K +$678K +3,169 New
HPC
1294
HM Payson & Co
Maine
$825K -$105K -490 -13%
CRC
1295
Curi RMB Capital
Illinois
$825K +$6.42K +30 +1%
Jones Financial Companies
1296
Jones Financial Companies
Missouri
$824K +$50.3K +235 +8%
GS
1297
GTS Securities
Florida
$824K -$15.4M -72,217 -96%
EE
1298
EWG Elevate
California
$822K -$170K -794 -20%
FCP
1299
Fidelis Capital Partners
Florida
$819K +$396K +1,853 +144%
CCFCSB
1300
Cape Cod Five Cents Savings Bank
Massachusetts
$819K -$994K -4,647 -60%