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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
276
Boston Family Office
Massachusetts
$2.29M +$49.8K +284 +2%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$2.27M -$101K -574 -4%
RWA
278
Roberts Wealth Advisors
California
$2.26M +$33.5K +191 +2%
CB
279
Commerce Bank
Missouri
$2.25M -$158K -899 -7%
MAM
280
Mystic Asset Management
Rhode Island
$2.25M -$17.5K -100 -0.8%
RB
281
Rodgers Brothers
Pennsylvania
$2.23M -$4.39K -25 -0.2%
Cerity Partners
282
Cerity Partners
New York
$2.22M +$678K +3,865 +45%
WCF
283
West Coast Financial
California
$2.21M +$7.19K +41 +0.3%
State Street
284
State Street
Massachusetts
$2.21M +$670K +3,818 +44%
PWMAG
285
Pinnacle Wealth Management Advisory Group
New Jersey
$2.21M +$82.4K +470 +4%
LDB
286
Lee, Danner & Bass
Tennessee
$2.2M -$4.74K -27 -0.2%
AAM
287
Auxier Asset Management
Oregon
$2.13M -$3.51K -20 -0.2%
BPA
288
Beacon Pointe Advisors
California
$2.12M +$399K +2,274 +24%
SF
289
Synovus Financial
Georgia
$2.12M +$175 +1 +0%
IIM
290
Ipswich Investment Management
Massachusetts
$2.1M -$80.2K -457 -4%
WIM
291
Weitz Investment Management
Nebraska
$2.08M
BRWA
292
B. Riley Wealth Advisors
Florida
$2.08M +$132K +752 +7%
CCIA
293
Campbell & Co Investment Adviser
Maryland
$2.06M +$1.8M +10,276 +790%
PFS
294
Prospera Financial Services
Texas
$2.05M +$95.4K +544 +5%
GWM
295
GSB Wealth Management
Connecticut
$2.02M -$15.6K -89 -0.8%
AWM
296
Avitas Wealth Management
California
$2.01M -$8.77K -50 -0.4%
SVWAG
297
Sound View Wealth Advisors Group
Georgia
$2M +$34.9K +199 +1%
LCAM
298
London & Capital Asset Management
United Kingdom
$1.89M +$98.4K +561 +6%
CGH
299
Crossmark Global Holdings
Texas
$1.89M -$289K -1,650 -13%
SSA
300
Schonfeld Strategic Advisors
New York
$1.89M +$1.86M +10,600 New