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Name Holding Trade Value Shares
Change
Change in
Stake
HW
726
Hancock Whitney
Mississippi
$661K -$352K -1,409 -34%
TIAM2
727
Tru Independence Asset Management 2
Oregon
$661K +$114K +456 +20%
WW
728
Waterfront Wealth
Kansas
$659K +$45.5K +182 +7%
KPWS
729
Kestra Private Wealth Services
Texas
$658K -$5.5K -22 -0.8%
IFG
730
Independent Financial Group
California
$656K -$200K -802 -22%
MAM
731
Meeder Asset Management
Ohio
$645K +$52.5K +210 +8%
TCM
732
Tradewinds Capital Management
Washington
$642K +$500 +2 +0.1%
MYIA
733
Mount Yale Investment Advisors
Colorado
$631K -$989K -3,960 -60%
BSW
734
Buckingham Strategic Wealth
Missouri
$631K +$7.49K +30 +1%
SC
735
Savant Capital
Illinois
$628K +$31.2K +125 +5%
FIM
736
Freedom Investment Management
Connecticut
$626K -$51.2K -205 -7%
PL
737
Plancorp LLC
Missouri
$626K -$3K -12 -0.5%
BIM
738
Barton Investment Management
Pennsylvania
$625K
IWC
739
Integrated Wealth Concepts
Massachusetts
$623K +$6.99K +28 +1%
FCM
740
Fortis Capital Management
Washington
$619K +$200K +799 +44%
CI
741
Cigna Investments
Connecticut
$613K -$25.7K -103 -4%
AIM
742
Alhambra Investment Management
Florida
$613K -$6.24K -25 -1%
WCA
743
Windsor Creek Advisors
Vermont
$611K +$644K +2,577 New
HIIFS
744
Harel Insurance Investments & Financial Services
Israel
$604K -$104K -418 -35%
CL
745
CSS LLC
Illinois
$600K +$632K +2,531 New
RGC
746
Roberts, Glore & Co
Illinois
$599K -$28.7K -115 -4%
GWCM
747
Godshalk Welsh Capital Management
Pennsylvania
$599K +$87.9K +352 +16%
WA
748
Wambolt & Associates
Colorado
$597K
LSA
749
Leonteq Securities AG
Switzerland
$596K +$278K +1,115 +80%
BMC
750
Beaton Management Company
Massachusetts
$593K