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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Columbia Asset Management
Michigan
$583K +$22.6K +1,000 +4%
CK
552
Cohen Klingenstein
New York
$574K
IIM
553
Ironwood Investment Management
Massachusetts
$574K
BWAM
554
Boyd Watterson Asset Management
Ohio
$573K -$158K -6,978 -21%
FAAS
555
First Allied Advisory Services
California
$572K +$50.4K +2,230 +9%
CCG
556
Cypress Capital Group
Florida
$566K -$23.7K -1,048 -4%
DWT
557
Dorsey & Whitney Trust
South Dakota
$560K -$4.7K -208 -0.8%
TCA
558
Teewinot Capital Advisers
New York
$555K
HTC
559
Haverford Trust Company
Pennsylvania
$554K -$5.13K -227 -0.9%
BCWM
560
Bartlett & Co Wealth Management
Ohio
$554K +$567K +25,113 New
RCS
561
Retirement Capital Strategies
California
$552K
BC
562
Bartlett & Co
Ohio
$550K +$2.51K +111 +0.4%
OAM
563
Occidental Asset Management
California
$541K +$23 +1 +0%
ST
564
Smithfield Trust
Pennsylvania
$541K +$4.97K +220 +0.9%
CWM
565
Concentric Wealth Management
California
$539K
TAM
566
Trust Asset Management
Texas
$534K
Truist Financial
567
Truist Financial
North Carolina
$530K +$8.79K +389 +2%
TCM
568
Tufton Capital Management
Maryland
$528K -$5.71K -253 -1%
RS
569
Robeco Schweiz
Switzerland
$528K +$48.9K +2,165 +10%
Mariner
570
Mariner
Kansas
$526K +$542K +23,998 New
ECM
571
Everence Capital Management
Indiana
$518K
BAM
572
Belpointe Asset Management
Nevada
$514K -$11.2K -496 -2%
JIC
573
Johnson Investment Counsel
Ohio
$512K -$90.9K -4,026 -15%
SC
574
Savant Capital
Illinois
$507K +$41.7K +1,847 +9%
AMIM
575
Aull & Monroe Investment Management
Alabama
$501K -$18.1K -800 -3%