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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
1326
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.1M +$241K +2,501 +27%
HIC
1327
Holderness Investments Company
North Carolina
$1.09M +$675 +7 +0.1%
BSW
1328
Buckingham Strategic Wealth
Missouri
$1.09M -$46.8K -485 -4%
CK
1329
Cohen Klingenstein
New York
$1.09M
PF
1330
Phoenix Financial
Israel
$1.09M +$1.13M +11,669 New
MIG
1331
McGuire Investment Group
Rhode Island
$1.09M -$18K -187 -2%
PWM
1332
Prentice Wealth Management
New York
$1.09M -$5.02K -52 -0.4%
TBNY
1333
Trustco Bank (New York)
New York
$1.08M
DA
1334
Doliver Advisors
Texas
$1.08M +$149K +1,541 +15%
MIM
1335
MTM Investment Management
South Carolina
$1.08M +$96 +1 +0%
CD
1336
Chapin Davis
Maryland
$1.08M +$1.11M +11,537 New
SAM
1337
Seelaus Asset Management
New Jersey
$1.07M
BJL
1338
Brighton Jones LLC
Washington
$1.07M -$314K -3,257 -22%
RBFC
1339
Roman Butler Fullerton & Co
Missouri
$1.07M -$12.8K -133 -1%
QI
1340
Qtron Investments
Massachusetts
$1.07M +$137K +1,422 +14%
WPW
1341
Waldron Private Wealth
Pennsylvania
$1.06M
SAM
1342
Secure Asset Management
Michigan
$1.05M -$3.28K -34 -0.3%
GEA
1343
Glen Eagle Advisors
New Jersey
$1.05M -$4.92K -51 -0.5%
PHIC
1344
Pine Haven Investment Counsel
Massachusetts
$1.05M +$10.4K +108 +1%
Jones Financial Companies
1345
Jones Financial Companies
Missouri
$1.04M -$83.8K -868 -7%
AT
1346
Arvest Trust
Oklahoma
$1.04M +$12.6K +131 +1%
NHT
1347
New Hampshire Trust
New Hampshire
$1.04M +$1.08M +11,156 New
FANJ
1348
Financial Architects (New Jersey)
New Jersey
$1.04M -$86.6K -897 -7%
FFA
1349
Founders Financial Alliance
North Carolina
$1.03M -$3.67K -38 -0.3%
BW
1350
Basepoint Wealth
Iowa
$1.03M -$126K -1,303 -11%