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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
801
Bridges Investment Management
Nebraska
$532K +$1.26K +5 +0.3%
SCTC
802
Sanibel Captiva Trust Company
Florida
$532K +$481K +1,913 New
DADC
803
D.A. Davidson & Co
Montana
$531K +$15.8K +63 +3%
SWP
804
Sagespring Wealth Partners
Tennessee
$531K +$60.8K +242 +15%
FHA
805
Flagship Harbor Advisors
Massachusetts
$530K +$49.5K +197 +12%
PAM
806
Panagora Asset Management
Massachusetts
$529K
WMA
807
Wealth Management Associates
New Jersey
$527K
CFG
808
Citizens Financial Group
Rhode Island
$525K +$74.9K +298 +19%
AA
809
Apriem Advisors
California
$523K
CVM
810
Cheviot Value Management
California
$522K +$449K +1,788 New
MGIA
811
Moneta Group Investment Advisors
Missouri
$518K -$33.4K -133 -7%
PIM
812
Plato Investment Management
Australia
$517K -$56.8K -226 -11%
AC
813
AlphaCore Capital
California
$513K +$63K +251 +16%
IAA
814
Independent Advisor Alliance
North Carolina
$505K +$39.7K +158 +10%
TPA
815
Trivium Point Advisory
Connecticut
$504K -$11.3K -45 -2%
FAM
816
Fairtree Asset Management
South Africa
$500K +$452K +1,799 New
PPW
817
Parcion Private Wealth
Washington
$498K
SP
818
SIH Partners
Delaware
$496K +$448K +1,785 New
BPA
819
Beacon Pointe Advisors
California
$496K +$73.8K +294 +20%
EWM
820
Empirical Wealth Management
Washington
$493K -$2.82M -11,226 -86%
ST
821
Sageworth Trust
Pennsylvania
$491K -$1.51K -6 -0.3%
NW
822
NewEdge Wealth
Pennsylvania
$490K +$97.7K +389 +28%
SAW
823
Signal Advisors Wealth
Michigan
$489K -$17.8K -71 -4%
BBHC
824
Brown Brothers Harriman & Co
New York
$486K -$41.9K -167 -9%
WCG
825
Weaver Consulting Group
California
$486K +$439K +1,747 New