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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1001
Stratos Investment Management
Ohio
$580K -$12.8K -73 -2%
HW
1002
Hancock Whitney
Mississippi
$579K +$8.44K +48 +2%
GD
1003
Grandfield & Dodd
New York
$574K -$114K -647 -18%
BTW
1004
Boston Trust Walden
Massachusetts
$574K +$27.3K +155 +6%
BAM
1005
Belpointe Asset Management
Nevada
$573K -$482K -2,743 -49%
FAIM
1006
Financial Advocates Investment Management
Washington
$568K -$44.9K -255 -8%
HFBOT
1007
Home Federal Bank of Tennessee
Tennessee
$566K
CI
1008
CX Institutional
Indiana
$566K +$143K +813 +41%
1W
1009
1776 Wealth
Georgia
$564K +$2.11K +12 +0.4%
MCM
1010
Manchester Capital Management
Vermont
$563K
LW
1011
Linscomb Wealth
Texas
$560K -$11.4K -65 -2%
EWM
1012
Evercore Wealth Management
New York
$557K +$173K +986 +55%
PK
1013
Pflug Koory
Nebraska
$557K -$2.11K -12 -0.4%
PPP
1014
Private Portfolio Partners
New Jersey
$556K
ACM
1015
Allred Capital Management
Texas
$555K +$27.6K +157 +6%
SAG
1016
SageView Advisory Group
California
$555K +$485K +2,760 New
Luther King Capital Management (LKCM)
1017
Luther King Capital Management (LKCM)
Texas
$552K -$268K -1,523 -36%
MG
1018
Mather Group
Illinois
$552K -$40.5K -230 -8%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$550K -$13.7K -78 -3%
BJL
1020
Brighton Jones LLC
Washington
$550K +$94.1K +535 +24%
PNC
1021
Park National Corp
Ohio
$550K -$40.5K -230 -8%
BWL
1022
Bogart Wealth LLC
Virginia
$547K
SIMG
1023
Sonora Investment Management Group
Arizona
$542K -$2.29K -13 -0.5%
GVAG
1024
Great Valley Advisor Group
Delaware
$540K -$6.86K -39 -1%
SC
1025
Saiph Capital
New Jersey
$530K -$8.62K -49 -2%