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Name Holding Trade Value Shares
Change
Change in
Stake
CI
776
Conning Inc
Connecticut
$320K -$6.97K -56 -2%
HCS
777
Himension Capital (Singapore)
Singapore
$319K +$331K +2,656 New
CRC
778
Curi RMB Capital
Illinois
$318K -$12.4K -100 -4%
FFM
779
Forum Financial Management
Illinois
$317K – – –
BFM
780
Boston Financial Management
Massachusetts
$317K – – –
SFA
781
Sequoia Financial Advisors
Ohio
$315K +$15.4K +124 +5%
SPW
782
Sonoma Private Wealth
California
$315K +$4.98K +40 +2%
TP
783
Tranquility Partners
Tennessee
$313K – – –
SIA
784
Schechter Investment Advisors
Michigan
$311K – – –
CT
785
Cambridge Trust
Massachusetts
$311K -$16.4K -132 -5%
SB
786
Simmons Bank
Arkansas
$308K – – –
LA
787
Latitude Advisors
Florida
$306K +$498 +4 +0.2%
AF
788
Advisornet Financial
Minnesota
$306K -$40.3K -324 -11%
OHWP
789
Oak Harbor Wealth Partners
North Carolina
$306K – – –
DA
790
Detalus Advisors
Missouri
$306K – – –
WAG
791
Wallace Advisory Group
California
$305K -$14.9K -120 -5%
MA
792
MONECO Advisors
Connecticut
$302K -$996 -8 -0.3%
PCOC
793
Power Corp of Canada
Canada
$300K – – –
Fisher Asset Management
794
Fisher Asset Management
Washington
$299K -$48.8K -392 -14%
JAG
795
Journey Advisory Group
Kentucky
$296K +$2.99K +24 +1%
CSIC
796
Clifford Swan Investment Counsel
California
$292K -$14.4K -116 -5%
MGIA
797
Moneta Group Investment Advisors
Missouri
$292K +$56.3K +452 +23%
GAG
798
GM Advisory Group
New York
$292K +$498 +4 +0.2%
PBO
799
Peoples Bank (Ohio)
Ohio
$291K -$16.9K -136 -5%
HTC
800
Haverford Trust Company
Pennsylvania
$291K – – –