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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1701
JGP Wealth Management
Oregon
$1.21M -$13.4K -234 -1%
BHCM
1702
Brevan Howard Capital Management
Jersey
$1.21M +$1.17M +20,472 New
FCAS
1703
First Command Advisory Services
Texas
$1.21M -$26.7K -467 -2%
FA
1704
Fiduciary Alliance
South Carolina
$1.21M +$537K +9,405 +85%
PL
1705
Plancorp LLC
Missouri
$1.21M +$98.2K +1,719 +9%
CCIA
1706
Campbell & Co Investment Adviser
Maryland
$1.21M +$871K +15,259 +296%
BCM
1707
Bayesian Capital Management
New York
$1.21M -$1.36M -23,800 -54%
BIG
1708
Brooklyn Investment Group
New York
$1.21M +$136K +2,378 +13%
TBNY
1709
Trustco Bank (New York)
New York
$1.2M -$16.6K -290 -1%
BP
1710
BBR Partners
New York
$1.2M -$81.8K -1,432 -7%
BST
1711
Bath Savings Trust
Maine
$1.2M -$16.8K -295 -1%
DWA
1712
Douglass Winthrop Advisors
New York
$1.2M +$20.3K +355 +2%
IFWM
1713
Institute for Wealth Management
Colorado
$1.2M +$23.8K +416 +2%
EWS
1714
Evergreen Wealth Solutions
Pennsylvania
$1.2M +$111K +1,944 +11%
SB
1715
Strategic Blueprint
Georgia
$1.2M -$66.8K -1,169 -5%
TPA
1716
Trivium Point Advisory
Connecticut
$1.2M -$88.5K -1,549 -7%
PP
1717
PDS Planning
Ohio
$1.2M +$62.4K +1,092 +6%
KTC
1718
Kentucky Trust Company
Kentucky
$1.19M +$1.15M +20,182 New
JF
1719
Joule Financial
Kentucky
$1.19M -$125K -2,182 -10%
HP
1720
Hilltop Partners
Indiana
$1.19M -$96.4K -1,688 -8%
GH
1721
GAM Holding
Switzerland
$1.19M +$1.15M +20,084 New
AIM
1722
Aspen Investment Management
Michigan
$1.19M +$57 +1 +0%
GWANC
1723
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M +$70.3K +1,231 +7%
DP
1724
Dearborn Partners
Illinois
$1.19M +$80.4K +1,408 +8%
WGC
1725
Watts Gwilliam & Co
Arizona
$1.19M +$21.4K +375 +2%