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Name Holding Trade Value Shares
Change
Change in
Stake
WIM
901
WealthPlan Investment Management
Nebraska
$502K +$442 +8 +0.1%
RMDI
902
R.M. Davis Inc
Maine
$496K +$90.7K +1,642 +24%
CC
903
Cadinha & Co
Hawaii
$496K
GLA
904
Good Life Advisors
Pennsylvania
$495K +$9.39K +170 +2%
ST
905
Smithfield Trust
Pennsylvania
$492K
CWG
906
Cornerstone Wealth Group
North Carolina
$490K +$467K +8,452 New
PP
907
Prudential plc
United Kingdom
$486K -$1.16M -20,993 -71%
TT
908
TI-Trust
Illinois
$485K
CIA
909
Choate Investment Advisors
Massachusetts
$479K +$31.9K +578 +8%
FSA
910
Franklin Street Advisors
North Carolina
$479K
WFM
911
Wolff Financial Management
Michigan
$479K
CAM
912
Cidel Asset Management
Ontario, Canada
$474K +$42.3K +766 +10%
WAP
913
Wealthcare Advisory Partners
Pennsylvania
$472K +$103K +1,856 +30%
DPIM
914
Duff & Phelps Investment Management
Illinois
$471K +$17.4K +315 +4%
FFA
915
Farther Finance Advisors
California
$471K +$18.3K +331 +4%
FC
916
FORA Capital
Florida
$471K -$4.03M -72,934 -90%
PIM
917
Penobscot Investment Management
Massachusetts
$470K +$8.29K +150 +2%
BFO
918
Biltmore Family Office
North Carolina
$466K
VSQM
919
V-Square Quantitative Management
Illinois
$465K +$155K +2,812 +54%
BCP
920
Blue Chip Partners
Michigan
$464K -$80.6K -1,458 -15%
MPAM
921
Murphy Pohlad Asset Management
Minnesota
$463K
SP
922
Symmetry Partners
Connecticut
$462K
USB
923
Union Savings Bank
Connecticut
$460K +$63.6K +1,150 +17%
CF
924
Centaurus Financial
California
$460K -$6.85K -124 -2%
HI
925
Hoey Investments
Pennsylvania
$457K -$78K -1,411 -15%