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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
551
Fisher Asset Management
Washington
$584K +$323K +14,293 +116%
CAM
552
Columbia Asset Management
Michigan
$583K +$22.6K +1,000 +4%
CK
553
Cohen Klingenstein
New York
$574K – – –
IIM
554
Ironwood Investment Management
Massachusetts
$574K – – –
BWAM
555
Boyd Watterson Asset Management
Ohio
$573K -$158K -6,978 -21%
FAAS
556
First Allied Advisory Services
California
$572K +$50.4K +2,230 +9%
CCG
557
Cypress Capital Group
Florida
$566K -$23.7K -1,048 -4%
DWT
558
Dorsey & Whitney Trust
South Dakota
$560K -$4.7K -208 -0.8%
TCA
559
Teewinot Capital Advisers
New York
$555K – – –
HTC
560
Haverford Trust Company
Pennsylvania
$554K -$5.13K -227 -0.9%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$554K +$567K +25,113 New
RCS
562
Retirement Capital Strategies
California
$552K – – –
BC
563
Bartlett & Co
Ohio
$550K +$2.51K +111 +0.4%
OAM
564
Occidental Asset Management
California
$541K +$23 +1 +0%
ST
565
Smithfield Trust
Pennsylvania
$541K +$4.97K +220 +0.9%
CWM
566
Concentric Wealth Management
California
$539K – – –
TAM
567
Trust Asset Management
Texas
$534K – – –
Truist Financial
568
Truist Financial
North Carolina
$530K +$8.79K +389 +2%
TCM
569
Tufton Capital Management
Maryland
$528K -$5.71K -253 -1%
RS
570
Robeco Schweiz
Switzerland
$528K +$48.9K +2,165 +10%
Mariner
571
Mariner
Kansas
$526K +$542K +23,998 New
ECM
572
Everence Capital Management
Indiana
$518K – – –
BAM
573
Belpointe Asset Management
Nevada
$514K -$11.2K -496 -2%
JIC
574
Johnson Investment Counsel
Ohio
$512K -$90.9K -4,026 -15%
SC
575
Savant Capital
Illinois
$507K +$41.7K +1,847 +9%