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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
676
Legacy Private Trust
Wisconsin
$964K -$138K -800 -13%
IIA
677
ICW Investment Advisors
Arizona
$961K +$41.7K +242 +5%
BB
678
Bell Bank
North Dakota
$957K -$39.4K -229 -4%
MWM
679
Mission Wealth Management
California
$945K -$33.2K -193 -4%
CG
680
Caprock Group
Idaho
$944K +$334K +1,939 +63%
EWA
681
Encompass Wealth Advisors
Oregon
$943K
TF
682
TIAA FSB
Florida
$942K -$9.98K -58 -1%
BA
683
Bridgewater Associates
Connecticut
$941K +$867K +5,040 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
684
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$933K +$681K +3,955 +378%
Capstone Investment Advisors
685
Capstone Investment Advisors
New York
$928K +$856K +4,971 New
AWM
686
AE Wealth Management
Kansas
$922K -$86.6K -503 -9%
DWM
687
Dakota Wealth Management
Florida
$914K +$360K +2,089 +74%
TDWM
688
Topel & Distasi Wealth Management
California
$911K
BIA
689
Bigelow Investment Advisors
Maine
$909K +$39.9K +232 +5%
SWP
690
Stratos Wealth Partners
Ohio
$906K +$109K +632 +15%
PGWM
691
Parisi Gray Wealth Management
New Jersey
$898K +$440K +2,554 +89%
GWWM
692
Great Waters Wealth Management
Minnesota
$897K
SC
693
Saturna Capital
Washington
$893K +$118K +685 +17%
TSWM
694
Triangle Securities Wealth Management
North Carolina
$893K -$6.02K -35 -0.7%
EWM
695
Elmwood Wealth Management
California
$891K -$33.9K -197 -4%
QI
696
Qtron Investments
Massachusetts
$891K +$822K +4,774 New
CFB
697
Cullen/Frost Bankers
Texas
$886K -$169K -982 -17%
JWCA
698
J.W. Cole Advisors
Florida
$865K -$5.33K -31 -0.7%
CFGS
699
Concourse Financial Group Securities
Alabama
$862K +$58.9K +342 +8%
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$859K -$30.8K -179 -4%