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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
876
Jackson Wealth Management
Florida
$3.93M +$113K +3,487 +3%
EWA
877
Exencial Wealth Advisors
Oklahoma
$3.92M -$1.35M -41,554 -26%
VHAM
878
Van Hulzen Asset Management
California
$3.92M -$648K -19,985 -15%
RGI
879
River Global Investors
United Kingdom
$3.9M +$51.9K +1,600 +1%
RL
880
Ruffer LLP
United Kingdom
$3.9M -$98.8K -3,046 -3%
LFAS
881
Level Four Advisory Services
Texas
$3.89M +$172K +5,315 +5%
EB
882
Eastern Bank
Massachusetts
$3.89M -$12.7K -392 -0.3%
LCP
883
Legacy Capital Partners
Wisconsin
$3.88M +$94K +2,899 +3%
TRIM
884
Thompson Rubinstein Investment Management
Oregon
$3.86M -$139K -4,280 -4%
FMWA
885
Forvis Mazars Wealth Advisors
Missouri
$3.86M -$519 -16 -0%
CA
886
Cornerstone Advisors
North Carolina
$3.85M +$616K +19,000 +20%
MA
887
Marshwinds Advisory
Georgia
$3.83M -$131K -4,025 -3%
CMO
888
Covenant Multifamily Offices
Texas
$3.81M -$178K -5,499 -5%
GIM
889
Guild Investment Management
California
$3.8M +$3.64M +112,360 New
BOCM
890
Bontempo Ohly Capital Management
Maryland
$3.79M -$155K -4,792 -4%
GIM
891
Greylin Investment Management
Virginia
$3.79M -$212K -6,550 -6%
OC
892
Oarsman Capital
Wisconsin
$3.78M +$882K +27,204 +32%
AW
893
ACG Wealth
Georgia
$3.77M -$669K -20,639 -16%
VAM
894
Visionary Asset Management
Texas
$3.74M +$118K +3,654 +3%
WTB
895
Washington Trust Bank
Washington
$3.73M +$113K +3,474 +3%
WIM
896
Waverton Investment Management
United Kingdom
$3.72M -$4.44K -137 -0.1%
BFA
897
Beaumont Financial Advisors
Massachusetts
$3.7M -$713K -21,998 -17%
PP
898
Pegasus Partners
Wisconsin
$3.69M -$578K -17,837 -14%
TCM
899
Tradition Capital Management
New Jersey
$3.67M -$2.66M -82,161 -43%
CG
900
Caprock Group
Idaho
$3.67M +$120K +3,714 +4%