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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
801
Waterway Wealth Management
Texas
$736K +$38K +202 +5%
CAS
802
Coppell Advisory Solutions
Texas
$732K +$178K +946 +33%
OAM
803
Ostrum Asset Management
France
$729K -$242K -1,285 -25%
CBA
804
Coastal Bridge Advisors
Connecticut
$727K +$3.96K +21 +0.5%
ECM
805
Evergreen Capital Management
Washington
$721K -$79.5K -422 -10%
MAM
806
Morse Asset Management
Connecticut
$720K -$73.6K -391 -9%
BFC
807
Bedel Financial Consulting
Indiana
$717K – – –
LCGC
808
Legacy Capital Group California
California
$717K -$5.27K -28 -0.7%
MCWS
809
McKinley Carter Wealth Services
West Virginia
$716K +$188 +1 +0%
TBT
810
Texas Bank & Trust
Texas
$715K – – –
PPWM
811
Paragon Private Wealth Management
Kentucky
$714K -$63.3K -336 -8%
IWC
812
Integrated Wealth Concepts
Massachusetts
$712K -$604K -3,208 -46%
UF
813
Univest Financial
Pennsylvania
$710K -$16.2K -86 -2%
FTWA
814
Fifth Third Wealth Advisors
Ohio
$708K -$23.7K -126 -3%
SAM
815
Smartleaf Asset Management
Massachusetts
$707K +$15.6K +83 +2%
1C
816
111 Capital
France
$706K +$387K +2,052 +120%
VFA
817
Voya Financial Advisors
Connecticut
$706K -$29.9K -159 -4%
Fisher Asset Management
818
Fisher Asset Management
Washington
$703K +$105K +555 +17%
MFIM
819
Mesirow Financial Investment Management
Illinois
$700K -$23.5K -125 -3%
MM
820
MQS Management
New York
$699K +$428K +2,273 +157%
MCM
821
Manchester Capital Management
Vermont
$699K +$2.07K +11 +0.3%
LC
822
LCNB Corp
Ohio
$696K – – –
SCTC
823
Sanibel Captiva Trust Company
Florida
$696K – – –
SIC
824
Sterling Investment Counsel
New York
$691K +$712K +3,780 New
SSW
825
Smith Shellnut Wilson
Mississippi
$688K -$105K -556 -13%