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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
676
F.L. Putnam Investment Management
Massachusetts
$475K -$2.24M -58,377 -81%
BFS
677
Bard Financial Services
Connecticut
$475K -$16.1K -420 -3%
KWA
678
Kingswood Wealth Advisors
California
$474K +$110K +2,858 +27%
PG
679
Patten Group
Tennessee
$469K -$237K -6,183 -32%
CI
680
Cherokee Insurance
Michigan
$468K
SW
681
SteelPeak Wealth
California
$467K -$3.33M -86,661 -87%
IAMOG
682
Investors Asset Management of Georgia
Georgia
$466K +$2.27K +59 +0.4%
PAM
683
Panagora Asset Management
Massachusetts
$465K -$679K -17,684 -57%
LIM
684
Leavell Investment Management
Alabama
$465K -$35.5K -924 -6%
CWS
685
Confluence Wealth Services
Pennsylvania
$461K +$170K +4,426 +39%
BMWM
686
Brown Miller Wealth Management
Virginia
$461K +$314K +8,185 +163%
VFA
687
Valeo Financial Advisors
Indiana
$461K +$36.4K +948 +8%
PP
688
Prudential plc
United Kingdom
$460K
LFA
689
Legacy Financial Advisors
Kentucky
$459K +$505K +13,149 New
LC
690
Lavaca Capital
Texas
$457K +$346 +9 +0.1%
CS
691
Candriam SCA
Luxembourg
$457K -$177K -4,615 -26%
CAM
692
Cidel Asset Management
Ontario, Canada
$452K +$62.6K +1,630 +14%
PT
693
Plimoth Trust
Massachusetts
$449K -$16.9K -441 -3%
USAA
694
United Services Automobile Association
Texas
$448K -$176K -4,586 -26%
SGC
695
Slocum, Gordon & Co
Rhode Island
$446K
SC
696
Sawyer & Company
Massachusetts
$445K -$41.1K -1,069 -8%
N
697
Natixis
France
$441K -$1.87M -48,704 -79%
CL
698
Choreo LLC
Illinois
$440K -$242K -6,295 -33%
SF
699
Summit Financial
New Jersey
$439K -$40.7K -1,061 -8%
CCM
700
Coldstream Capital Management
Washington
$439K -$169K -4,389 -26%