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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
576
Northeast Investment Management
Massachusetts
$340K +$30.6K +1,000 +9%
CGL
577
Clarius Group LLC
Washington
$339K -$27.7K -904 -7%
MHR
578
Matthew Hamilton Rosenberg
$339K +$123 +4 +0%
SWM
579
Spire Wealth Management
Virginia
$337K -$189K -6,179 -34%
CIA
580
Choate Investment Advisors
Massachusetts
$337K
IC
581
Inscription Capital
Texas
$337K +$365K +11,899 New
ACM
582
Aquatic Capital Management
Illinois
$337K +$365K +11,900 New
SWM
583
Stockman Wealth Management
Montana
$337K +$365K +11,903 New
WT
584
Whittier Trust
California
$335K -$2.67K -87 -0.7%
AFG
585
Allegheny Financial Group
Pennsylvania
$335K +$31 +1 +0%
Balyasny Asset Management
586
Balyasny Asset Management
Illinois
$335K +$362K +11,808 New
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$331K +$2.39K +78 +0.7%
WCM
588
Wunderlich Capital Managemnt
Tennessee
$330K -$64.1K -2,093 -15%
AAM
589
AR Asset Management
California
$330K
MSAM
590
Moloney Securities Asset Management
Missouri
$330K +$43.4K +1,417 +14%
DI
591
Disciplined Investments
Oklahoma
$329K +$242K +7,884 +211%
NL
592
NWAM LLC
Washington
$328K -$2.97K -97 -0.8%
VFPI
593
Vantage Financial Partners (Illinois)
Illinois
$327K +$12.4K +405 +4%
SHFA
594
SS&H Financial Advisors
Michigan
$325K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$324K +$44.4K +1,450 +15%
LBC
596
Lowe Brockenbrough & Co
Virginia
$323K +$29.7K +970 +9%
SG
597
StoneX Group
New York
$320K +$118K +3,851 +52%
EWA
598
Encompass Wealth Advisors
Oregon
$318K -$14.8K -482 -4%
MP
599
McDonald Partners
Ohio
$317K -$91.9K -3,000 -21%
KFGK
600
Keystone Financial Group (Kentucky)
Kentucky
$317K +$306 +10 +0.1%