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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
651
Massachusetts Wealth Management
Massachusetts
$2.09M +$30.7K +80 +2%
UB
652
Umpqua Bank
Oregon
$2.07M +$2.3K +6 +0.1%
SWP
653
Sagespring Wealth Partners
Tennessee
$2.07M +$241K +629 +15%
EI
654
EDMP Inc
Florida
$2.07M +$19.9K +52 +1%
CGH
655
Crossmark Global Holdings
Texas
$2.05M -$778K -2,029 -30%
CM
656
Capula Management
Cayman Islands
$2.04M +$1.85M +4,826 New
CPC
657
Cookson Peirce & Co
Pennsylvania
$2.03M +$209K +545 +13%
MAM
658
Mirabaud Asset Management
United Kingdom
$2.02M -$799K -2,084 -30%
RGF
659
Retirement Guys Formula
Ohio
$2.02M -$207K -541 -10%
SFA
660
Sequoia Financial Advisors
Ohio
$1.99M +$266K +695 +17%
BA
661
Bridgewater Associates
Connecticut
$1.97M +$1.79M +4,663 New
AF
662
Arrow Financial
New York
$1.97M -$47.2K -123 -3%
TMAM
663
Tokio Marine Asset Management
Japan
$1.96M
MAM
664
MWA Asset Management
Massachusetts
$1.95M +$34.5K +90 +2%
SJIM
665
St. Johns Investment Management
Florida
$1.95M -$155K -404 -8%
OBGC
666
O'Brien Greene & Co
Pennsylvania
$1.95M -$38.3K -100 -2%
NSIM
667
North Star Investment Management
Illinois
$1.94M +$767 +2 +0%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$1.94M -$279K -728 -14%
KPWS
669
Kestra Private Wealth Services
Texas
$1.93M +$201K +523 +13%
HWM
670
Hohimer Wealth Management
Washington
$1.92M
OWM
671
Orca Wealth Management
Florida
$1.92M -$28.4K -74 -2%
KLCM
672
KG&L Capital Management
Louisiana
$1.88M +$90.9K +237 +6%
VWM
673
Venturi Wealth Management
Texas
$1.87M -$237K -618 -12%
BF
674
BOK Financial
Oklahoma
$1.87M -$52.5K -137 -3%
AUB
675
Atlantic Union Bankshares
Virginia
$1.86M -$64K -167 -4%