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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$1.37M +$49.7K +170 +4%
WB
677
Webster Bank
Connecticut
$1.37M
NL
678
Navalign LLC
California
$1.37M -$14.9K -51 -1%
SIA
679
Strategic Investment Advisors
Michigan
$1.36M +$584 +2 +0%
AIM
680
Anchor Investment Management
South Carolina
$1.34M +$24.8K +85 +2%
CCM
681
Coldstream Capital Management
Washington
$1.34M +$244K +836 +23%
BWAM
682
Boyd Watterson Asset Management
Ohio
$1.33M
WSCM
683
Wellington Shields Capital Management
New York
$1.33M -$1.25M -4,291 -49%
MA
684
Mutual Advisors
Nebraska
$1.32M -$66.9K -229 -5%
ERSOT
685
Employees Retirement System of Texas
Texas
$1.32M +$1.29M +4,410 New
SWS
686
SYSTM Wealth Solutions
Illinois
$1.32M -$10.8K -37 -0.8%
WTC
687
WhitTier Trust Company
Nevada
$1.31M -$76K -260 -6%
TTWM
688
TCV Trust & Wealth Management
Virginia
$1.31M -$24.8K -85 -2%
FM
689
Foster & Motley
Ohio
$1.3M +$46.2K +158 +4%
DC
690
Davenport & Co
Virginia
$1.3M +$3.8K +13 +0.3%
SLI
691
Sumitomo Life Insurance
Japan
$1.29M -$66.3K -227 -5%
VFA
692
Valeo Financial Advisors
Indiana
$1.29M -$209K -716 -14%
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$1.28M -$39.2K -134 -3%
RFM
694
Royal Fund Management
Florida
$1.27M +$65.2K +223 +6%
CC
695
Capital Counsel
New York
$1.26M -$650K -2,225 -35%
FC
696
FORA Capital
Florida
$1.25M +$1.22M +4,183 New
NIM
697
NEOS Investment Management
Connecticut
$1.24M +$339K +1,160 +39%
CFA
698
Capstone Financial Advisors
Illinois
$1.24M +$292 +1 +0%
MYAM
699
Meiji Yasuda Asset Management
Japan
$1.23M +$197K +675 +20%
FFM
700
Forum Financial Management
Illinois
$1.23M