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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1001
Twin Capital Management
Pennsylvania
$1.26M -$7.93K -29 -0.7%
ZIC
1002
ZWJ Investment Counsel
Georgia
$1.25M +$623K +2,279 +131%
CIA
1003
Choate Investment Advisors
Massachusetts
$1.25M +$29.5K +108 +3%
9WM
1004
9258 Wealth Management
Ohio
$1.25M -$41K -150 -4%
CFP
1005
Catalyst Financial Partners
Massachusetts
$1.25M +$59.1K +216 +6%
RCS
1006
Retirement Capital Strategies
California
$1.25M
FTC
1007
Farmers Trust Company
Ohio
$1.25M -$14.5K -53 -1%
TPI
1008
Trust Point Inc
Wisconsin
$1.25M +$1.91K +7 +0.2%
DP
1009
Dearborn Partners
Illinois
$1.24M -$1.91K -7 -0.2%
MA
1010
Mutual Advisors
Nebraska
$1.24M +$326K +1,191 +43%
TPA
1011
Trivium Point Advisory
Connecticut
$1.23M +$374K +1,368 +53%
LP
1012
LMR Partners
United Kingdom
$1.23M +$1.08M +3,944 New
BP
1013
Ballentine Partners
Massachusetts
$1.23M -$11.8K -43 -1%
CCWM
1014
Correct Capital Wealth Management
Missouri
$1.23M +$126K +460 +13%
KA
1015
KLCM Advisors
Wisconsin
$1.23M +$109K +400 +11%
CL
1016
Choreo LLC
Illinois
$1.22M +$11.2K +41 +1%
CA
1017
Cullinan Associates
Kentucky
$1.22M -$915K -3,345 -46%
BIG
1018
Brooklyn Investment Group
New York
$1.22M -$25.2K -92 -2%
HIA
1019
Harbor Investment Advisory
Maryland
$1.22M +$55.5K +203 +5%
ERIC
1020
Eagle Rock Investment Company
Georgia
$1.22M -$137K -500 -11%
I
1021
InceptionR
California
$1.22M +$1.06M +3,892 New
RTC
1022
Riverview Trust Company
Washington
$1.21M
BAM
1023
Belpointe Asset Management
Nevada
$1.21M +$240K +876 +29%
CIAS
1024
Capital Investment Advisory Services
North Carolina
$1.21M +$774K +2,831 +273%
IGAM
1025
iA Global Asset Management
Quebec, Canada
$1.21M +$38.8K +142 +4%