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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
676
Boston Research & Management
Massachusetts
$8.77M -$33.4K -584 -0.4%
CC
677
Courier Capital
New York
$8.76M -$658K -11,519 -7%
RDWM
678
Red Door Wealth Management
Tennessee
$8.75M +$736K +12,892 +10%
BIAS
679
Beacon Investment Advisory Services
New Jersey
$8.73M +$374K +6,540 +5%
BWM
680
Buckley Wealth Management
Nevada
$8.72M -$217K -3,805 -3%
KFP
681
KMG Fiduciary Partners
Ohio
$8.71M +$224K +3,920 +3%
FB
682
Fulton Bank
Pennsylvania
$8.67M -$654K -11,458 -7%
AWAG
683
ARS Wealth Advisors Group
Florida
$8.67M +$8.97K +157 +0.1%
MDCM
684
Morgan Dempsey Capital Management
Wisconsin
$8.64M -$786K -13,760 -9%
SW
685
SlateStone Wealth
Florida
$8.6M +$57.2K +1,002 +0.7%
WG
686
Welch Group
Alabama
$8.6M +$223K +3,904 +3%
NGA
687
Naples Global Advisors
Florida
$8.59M +$42.2K +739 +0.5%
FRM
688
Foundation Resource Management
Arkansas
$8.57M -$47.4K -830 -0.6%
ERIC
689
Eagle Rock Investment Company
Georgia
$8.56M +$2.34K +41 +0%
MCM
690
Monarch Capital Management
Indiana
$8.49M -$12.8K -225 -0.2%
PSC
691
Prentiss Smith & Co
Vermont
$8.48M -$84.2K -1,474 -1%
BFG
692
Bleakley Financial Group
New Jersey
$8.44M +$234K +4,094 +3%
CG
693
Caprock Group
Idaho
$8.42M -$431K -7,543 -5%
LOPW
694
Live Oak Private Wealth
North Carolina
$8.39M -$55.2K -967 -0.7%
LSA
695
Leonteq Securities AG
Switzerland
$8.39M +$3.13M +54,756 +63%
TAIM
696
Te Ahumairangi Investment Management
New Zealand
$8.35M -$1.78M -31,190 -18%
ACA
697
Aptus Capital Advisors
Alabama
$8.35M +$4.59M +80,414 +133%
OBGC
698
O'Brien Greene & Co
Pennsylvania
$8.35M -$95.5K -1,673 -1%
PMWMG
699
Parr McKnight Wealth Management Group
Minnesota
$8.34M +$8.05M +140,925 New
HC
700
Hourglass Capital
Texas
$8.34M -$89.4K -1,565 -1%