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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
751
Rehmann Capital Advisory Group
Michigan
$846K -$16.6K -56 -2%
CIM
752
CIM Investment Management
Pennsylvania
$845K -$22.8K -77 -3%
CCM
753
Coldstream Capital Management
Washington
$843K +$116K +391 +18%
MS
754
Madden Securities
Texas
$842K
O
755
Ossiam
France
$839K +$44.1K +149 +6%
BFA
756
Beacon Financial Advisory
Ohio
$836K -$889 -3 -0.1%
WC
757
Wynn Capital
Georgia
$832K +$45.9K +155 +6%
MFG
758
MidWestOne Financial Group
Iowa
$832K
GA
759
GoalVest Advisory
New York
$832K -$14.8K -50 -2%
AP
760
Americana Partners
Texas
$820K +$460K +1,554 +159%
AIA
761
Affinity Investment Advisors
California
$809K
BWAM
762
Boyd Watterson Asset Management
Ohio
$807K -$5.92K -20 -0.8%
IBOK
763
Independence Bank of Kentucky
Kentucky
$806K +$695K +2,345 +1,617%
SWM
764
Segment Wealth Management
Texas
$805K -$592 -2 -0.1%
AWM
765
Axxcess Wealth Management
California
$804K +$444K +1,499 +152%
FFA
766
Farther Finance Advisors
California
$799K +$85.3K +288 +13%
CIC
767
Cornercap Investment Counsel
Georgia
$798K -$1.03M -3,479 -59%
FMB
768
Field & Main Bank
Kentucky
$796K +$34.1K +115 +5%
TIAA Trust, National Association
769
TIAA Trust, National Association
North Carolina
$795K +$20.4K +69 +3%
LAM
770
Lakewood Asset Management
Illinois
$794K -$1.48K -5 -0.2%
FT
771
Fiduciary Trust
Massachusetts
$786K +$150K +505 +26%
PP
772
Prudential plc
United Kingdom
$784K
BHC
773
Bowen Hanes & Co
Florida
$777K
PS
774
Principal Securities
Iowa
$776K +$89.2K +301 +14%
BP
775
Ballentine Partners
Massachusetts
$770K +$116K +390 +20%