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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
426
Jamison Private Wealth Management
Georgia
$721K -$14.4K -113 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
427
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$718K +$137K +1,079 +24%
CNBT
428
Canandaigua National Bank & Trust
New York
$718K -$35.9K -282 -5%
QCG
429
Quadrant Capital Group
Ohio
$716K +$260K +2,043 +57%
MIM
430
Meixler Investment Management
Arizona
$712K -$198K -1,557 -22%
CF
431
Centaurus Financial
California
$711K +$175K +1,378 +33%
LKIM
432
Lawson Kroeker Investment Management
Nebraska
$709K -$23.8K -187 -3%
RPCONE
433
Retirement Planning Company of New England
Rhode Island
$699K -$4.33K -34 -0.6%
NG
434
Norden Group
Utah
$698K +$47.3K +372 +7%
WG
435
Welch Group
Alabama
$697K
RP
436
Raelipskie Partnership
Ontario, Canada
$696K -$12.7K -100 -2%
CWA
437
Canvas Wealth Advisors
Kansas
$694K +$209K +1,642 +43%
AWM
438
Axxcess Wealth Management
California
$688K +$24.4K +192 +4%
FHB
439
First Hawaiian Bank
Hawaii
$687K +$136K +1,069 +25%
DWM
440
Diversify Wealth Management
Utah
$682K +$178K +1,400 +32%
SAG
441
SageView Advisory Group
California
$682K +$44.7K +351 +7%
AWM
442
Apollon Wealth Management
South Carolina
$678K -$50.3K -395 -7%
CFB
443
Cullen/Frost Bankers
Texas
$678K +$4.71K +37 +0.7%
TCA
444
Transcend Capital Advisors
New Jersey
$668K -$171K -1,347 -20%
TBWA
445
Three Bridge Wealth Advisors
California
$667K -$17.3K -136 -3%
KPWS
446
Kestra Private Wealth Services
Texas
$666K -$376K -2,953 -36%
GRP
447
Global Retirement Partners
California
$664K -$371K -2,920 -36%
AWM
448
Aberdeen Wealth Management
Illinois
$664K -$14.9K -117 -2%
GWMR
449
GC Wealth Management RIA
Massachusetts
$658K -$78.8K -619 -11%
CWM
450
Compass Wealth Management
Connecticut
$657K