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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
426
Norway Savings Bank
Maine
$702K +$59.4K +1,096 +9%
TPCW
427
TD Private Client Wealth
New York
$701K -$3.15M -58,077 -82%
KWM
428
Kingsview Wealth Management
Oregon
$693K -$47.7K -881 -7%
GCM
429
Genus Capital Management
British Columbia, Canada
$690K +$23.3K +430 +4%
AP
430
Advisortrust Partners
North Carolina
$687K -$128K -2,358 -16%
BCM
431
Boltwood Capital Management
California
$684K +$19.8K +365 +3%
HCM
432
Huber Capital Management
California
$680K -$4.33K -80 -0.6%
MFF
433
Michels Family Financial
Texas
$668K -$34.7K -640 -5%
CB
434
Commerce Bank
Missouri
$667K +$232K +4,276 +55%
CCA
435
Checchi Capital Advisers
California
$660K +$7.04K +130 +1%
SCP
436
Sivia Capital Partners
California
$658K -$276K -5,101 -30%
Ohio Public Employees Retirement System (OPERS)
437
Ohio Public Employees Retirement System (OPERS)
Ohio
$658K
GWM
438
Gibbs Wealth Management
Georgia
$655K +$643K +11,863 New
CWS
439
Cypress Wealth Services
California
$650K -$1.14K -21 -0.2%
EM
440
Excalibur Management
Massachusetts
$645K -$21.7K -400 -3%
FIA
441
Foundations Investment Advisors
Arizona
$644K +$76.4K +1,410 +14%
GM
442
GeoWealth Management
Illinois
$643K +$38.9K +717 +7%
FA
443
Fiduciary Alliance
South Carolina
$637K -$32.5K -599 -5%
BFS
444
Bradley Foster & Sargent
Connecticut
$634K -$63.9K -1,180 -9%
PE
445
PCM Encore
Colorado
$634K +$37.9K +699 +6%
TWM
446
Tripletail Wealth Management
Florida
$632K -$27.1K -500 -4%
SG Americas Securities
447
SG Americas Securities
New York
$627K -$645K -11,905 -51%
BFS
448
Beacon Financial Strategies
North Carolina
$627K
KPWS
449
Kestra Private Wealth Services
Texas
$623K -$154K -2,847 -20%
JCM
450
Jacobi Capital Management
Pennsylvania
$615K +$2.71K +50 +0.5%