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Name Holding Trade Value Shares
Change
Change in
Stake
BA
1301
Bristlecone Advisors
Washington
$843K +$280K +3,939 +58%
B
1302
Birchbrook
Maine
$843K +$760K +10,673 New
IPW
1303
Impact Partnership Wealth
Georgia
$842K +$700K +9,841 +1,189%
CCWM
1304
Correct Capital Wealth Management
Missouri
$842K +$759K +10,662 New
FFO
1305
Fiduciary Family Office
Florida
$841K +$758K +10,657 New
MIM
1306
MTM Investment Management
South Carolina
$836K – – –
NAS
1307
Nicolet Advisory Services
Wisconsin
$835K -$474K -6,654 -39%
FCFC
1308
First Commonwealth Financial Corp
Pennsylvania
$834K -$11.6K -163 -2%
LKIM
1309
Lawson Kroeker Investment Management
Nebraska
$831K – – –
T
1310
TOBAM
France
$829K -$115K -1,618 -13%
JSC
1311
Jackson Square Capital
California
$828K +$747K +10,492 New
BWP
1312
Baldwin Wealth Partners
Massachusetts
$828K +$23.9K +336 +3%
Fayez Sarofim & Co
1313
Fayez Sarofim & Co
Texas
$827K -$151K -2,116 -16%
TBNY
1314
Trustco Bank (New York)
New York
$822K – – –
PWM
1315
Prentice Wealth Management
New York
$821K +$73.8K +1,037 +11%
AFM
1316
Abbot Financial Management
Massachusetts
$820K -$630K -8,852 -46%
WA
1317
WBH Advisory
Maryland
$815K -$9.82K -138 -1%
EP
1318
Edgestream Partners
New Jersey
$812K +$191K +2,682 +35%
CF
1319
Clarity Financial
Texas
$812K -$13.3M -187,389 -95%
GWA
1320
GGM Wealth Advisors
Maryland
$811K +$140K +1,970 +22%
WPW
1321
Waldron Private Wealth
Pennsylvania
$809K +$76.3K +1,072 +12%
Jones Financial Companies
1322
Jones Financial Companies
Missouri
$805K -$337K -4,740 -32%
CAMG
1323
CWA Asset Management Group
Florida
$803K -$302K -4,250 -29%
AHB
1324
Abner Herrman & Brock
New Jersey
$799K +$720K +10,117 New
ZIM
1325
Zacks Investment Management
Illinois
$797K -$11.1M -155,714 -94%