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Name Holding Trade Value Shares
Change
Change in
Stake
IHL
726
Investment House LLC
California
$5.29M -$123K -1,175 -2%
DWM
727
Dakota Wealth Management
Florida
$5.28M +$5.18M +49,276 +1,730%
LFAS
728
Level Four Advisory Services
Texas
$5.26M -$174K -1,654 -3%
AMG
729
Advisors Management Group
Wisconsin
$5.25M -$24.5K -233 -0.4%
HBT
730
Hills Bank & Trust
Iowa
$5.23M -$24.9K -237 -0.5%
MP
731
McDonald Partners
Ohio
$5.22M +$5.42M +51,608 New
CAM
732
Cresset Asset Management
Illinois
$5.15M -$588K -5,598 -10%
SIA
733
Soltis Investment Advisors
Utah
$5.13M +$2.12M +20,202 +66%
EI
734
EDMP Inc
Florida
$5.11M -$58.8K -560 -1%
HW
735
Hedeker Wealth
Illinois
$5.09M +$552K +5,252 +12%
CF
736
CNA Financial
Illinois
$5.06M -$3.68M -35,000 -41%
TA
737
Tamarack Advisers
California
$5.06M +$1.05M +10,000 +25%
RSWM
738
Robertson Stephens Wealth Management
California
$5.03M +$406K +3,869 +8%
CPA
739
Court Place Advisors
Maryland
$5.03M -$478K -4,546 -8%
LPIC
740
LeJeune Puetz Investment Counsel
Michigan
$5.02M – – –
BPM
741
Bowling Portfolio Management
Ohio
$5.01M +$1.83M +17,449 +54%
WFMPM
742
Woodley Farra Manion Portfolio Management
Indiana
$5M -$283K -2,695 -5%
ASA
743
Armstrong Shaw Associates
Connecticut
$4.93M – – –
DIA
744
Dean Investment Associates
Ohio
$4.92M -$1.89M -18,027 -27%
VI
745
Vestcor Inc
New Brunswick, Canada
$4.91M +$1.14M +10,897 +29%
KWM
746
Kingsview Wealth Management
Oregon
$4.9M +$1.41M +13,445 +38%
EM
747
Excalibur Management
Massachusetts
$4.89M -$228K -2,169 -4%
SWK
748
Stephen W. Kidder
$4.87M +$147K +1,402 +3%
ECM
749
Estabrook Capital Management
New York
$4.85M +$735 +7 +0%
CCM
750
Cox Capital Management
Massachusetts
$4.83M -$106K -1,013 -2%