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Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
951
North Star Asset Management
Wisconsin
$701K – – –
CWM
952
Chemistry Wealth Management
New York
$699K +$49.1K +1,903 +7%
BOS
953
Bank of Stockton
California
$696K -$116K -4,510 -14%
RCI
954
RS Crum Inc
California
$696K -$15.2K -590 -2%
BFO
955
Boston Family Office
Massachusetts
$694K +$9.08K +352 +1%
Luther King Capital Management (LKCM)
956
Luther King Capital Management (LKCM)
Texas
$694K -$56.1K -2,172 -7%
SA
957
Sylvest Advisors
Texas
$692K +$378K +14,656 +108%
IPW
958
Impact Partnership Wealth
Georgia
$687K +$324K +12,566 +81%
IWM
959
IHT Wealth Management
Illinois
$687K -$292K -11,310 -29%
PFBT
960
Parkside Financial Bank & Trust
Missouri
$682K -$72.5K -2,810 -9%
RWP
961
RWA Wealth Partners
Massachusetts
$682K -$234K -9,054 -25%
TWIM
962
TIAA Wealth Investment Management
New York
$678K +$53.3K +2,067 +8%
RA
963
RFG Advisory
Alabama
$674K -$705K -27,323 -50%
RG
964
Rathbones Group
United Kingdom
$672K – – –
AAA
965
Andrews Advisory Associates
Hawaii
$671K +$41.5K +1,610 +6%
AIS
966
Advocate Investing Services
Maryland
$668K +$119K +4,600 +20%
CP
967
CenterBook Partners
Connecticut
$667K -$449K -17,394 -39%
AC
968
Apella Capital
Connecticut
$666K -$21.9K -849 -3%
NB
969
NBT Bank
New York
$664K -$39.1K -1,517 -5%
DWT
970
Dorsey & Whitney Trust
South Dakota
$664K +$102K +3,933 +17%
HPC
971
HM Payson & Co
Maine
$661K -$252K -9,754 -27%
PBK
972
Peoples Bank (Kansas)
Kansas
$660K -$46.9K -1,817 -6%
AWA
973
Arete Wealth Advisors
Illinois
$658K +$74.9K +2,902 +12%
JRPIM
974
Journey Retirement Planning & Investment Management
Idaho
$649K +$254K +9,824 +59%
HWAM
975
Hennion & Walsh Asset Management
New Jersey
$645K +$164K +6,355 +32%