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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
676
Exchange Capital Management
Michigan
$969K +$7.75K +45 +0.9%
LPT
677
Legacy Private Trust
Wisconsin
$964K -$138K -800 -13%
IIA
678
ICW Investment Advisors
Arizona
$961K +$41.7K +242 +5%
BB
679
Bell Bank
North Dakota
$957K -$39.4K -229 -4%
MWM
680
Mission Wealth Management
California
$945K -$33.2K -193 -4%
CG
681
Caprock Group
Idaho
$944K +$334K +1,939 +63%
EWA
682
Encompass Wealth Advisors
Oregon
$943K – – –
TF
683
TIAA FSB
Florida
$942K -$9.98K -58 -1%
BA
684
Bridgewater Associates
Connecticut
$941K +$867K +5,040 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
685
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$933K +$681K +3,955 +378%
Capstone Investment Advisors
686
Capstone Investment Advisors
New York
$928K +$856K +4,971 New
AWM
687
AE Wealth Management
Kansas
$922K -$86.6K -503 -9%
DWM
688
Dakota Wealth Management
Florida
$914K +$360K +2,089 +74%
TDWM
689
Topel & Distasi Wealth Management
California
$911K – – –
BIA
690
Bigelow Investment Advisors
Maine
$909K +$39.9K +232 +5%
SWP
691
Stratos Wealth Partners
Ohio
$906K +$109K +632 +15%
PGWM
692
Parisi Gray Wealth Management
New Jersey
$898K +$440K +2,554 +89%
GWWM
693
Great Waters Wealth Management
Minnesota
$897K – – –
SC
694
Saturna Capital
Washington
$893K +$118K +685 +17%
TSWM
695
Triangle Securities Wealth Management
North Carolina
$893K -$6.02K -35 -0.7%
EWM
696
Elmwood Wealth Management
California
$891K -$33.9K -197 -4%
QI
697
Qtron Investments
Massachusetts
$891K +$822K +4,774 New
CFB
698
Cullen/Frost Bankers
Texas
$886K -$169K -982 -17%
JWCA
699
J.W. Cole Advisors
Florida
$865K -$5.33K -31 -0.7%
CFGS
700
Concourse Financial Group Securities
Alabama
$862K +$58.9K +342 +8%