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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
676
Boyd Watterson Asset Management
Ohio
$1.62M
AWM
677
Aberdeen Wealth Management
Illinois
$1.61M +$156K +475 +12%
JIC
678
Joel Isaacson & Co
New York
$1.61M -$396K -1,203 -21%
CCM
679
Coldstream Capital Management
Washington
$1.59M -$29.6K -90 -2%
WB
680
Webster Bank
Connecticut
$1.58M -$71.1K -216 -5%
MA
681
Mutual Advisors
Nebraska
$1.58M -$22.1K -67 -2%
HA
682
Harfst & Associates
Wyoming
$1.58M +$1.43M +4,342 New
WTC
683
WhitTier Trust Company
Nevada
$1.58M -$15.5K -47 -1%
WSTAM
684
Wilbanks Smith & Thomas Asset Management
Virginia
$1.57M +$15.1K +46 +1%
DAS
685
Dynamic Advisor Solutions
Arizona
$1.56M +$165K +501 +13%
MYAM
686
Meiji Yasuda Asset Management
Japan
$1.56M +$56K +170 +4%
TTWM
687
TCV Trust & Wealth Management
Virginia
$1.55M -$38.8K -118 -3%
NP
688
NorthRock Partners
Minnesota
$1.54M +$120K +364 +9%
DC
689
Davenport & Co
Virginia
$1.54M -$31.6K -96 -2%
SWS
690
SYSTM Wealth Solutions
Illinois
$1.53M -$56.9K -173 -4%
MAS
691
Meeder Advisory Services
Ohio
$1.53M +$58.3K +177 +4%
VFA
692
Valeo Financial Advisors
Indiana
$1.52M +$7.9K +24 +0.6%
CFA
693
Capstone Financial Advisors
Illinois
$1.51M +$8.23K +25 +0.6%
I
694
InceptionR
California
$1.51M +$1.36M +4,145 New
SLI
695
Sumitomo Life Insurance
Japan
$1.5M -$59.9K -182 -4%
PA
696
Pinnacle Associates
New York
$1.5M +$32.3K +98 +2%
FFM
697
Forum Financial Management
Illinois
$1.49M +$329 +1 +0%
WCA
698
Westover Capital Advisors
Delaware
$1.49M +$76.7K +233 +6%
MNBTD
699
Moody National Bank Trust Division
Texas
$1.47M -$13.2K -40 -1%
1832 Asset Management
700
1832 Asset Management
Ontario, Canada
$1.47M -$737K -2,238 -36%