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Name Holding Trade Value Shares
Change
Change in
Stake
FM
626
Foster & Motley
Ohio
$8.83M -$207K -823 -3%
LTI
627
Laffer Tengler Investments
Tennessee
$8.82M +$1.83M +7,281 +30%
AWA
628
Arete Wealth Advisors
Illinois
$8.81M +$41.8K +166 +0.5%
CIC
629
Carnegie Investment Counsel
Ohio
$8.81M -$889K -3,527 -10%
AC
630
Addenda Capital
Quebec, Canada
$8.8M
CK
631
Cohen Klingenstein
New York
$8.76M
MCM
632
Marathon Capital Management
Maryland
$8.76M +$50.4K +200 +0.6%
MWM
633
Mission Wealth Management
California
$8.74M +$3.27M +12,991 +72%
CWG
634
Cornerstone Wealth Group
North Carolina
$8.73M +$3M +11,901 +62%
S
635
SignatureFD
Georgia
$8.72M +$377K +1,497 +5%
SVWAG
636
Sound View Wealth Advisors Group
Georgia
$8.69M -$37K -147 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
637
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.66M +$5.62M +22,314 +263%
CS
638
Cannell & Spears
New York
$8.66M -$79.9K -317 -1%
KL
639
KWMG LLC
Kansas
$8.65M +$142K +565 +2%
GQG Partners
640
GQG Partners
Florida
$8.65M +$7.75M +30,749 New
SC
641
Searle & Co
Connecticut
$8.62M +$176K +700 +2%
VST
642
Van Strum & Towne
California
$8.6M -$55.2K -219 -0.7%
WTC
643
WhitTier Trust Company
Nevada
$8.58M -$361K -1,431 -5%
HVIA
644
Hudson Valley Investment Advisors
New York
$8.58M +$330K +1,309 +4%
BIAS
645
Beacon Investment Advisory Services
New Jersey
$8.58M +$6.94M +27,561 +939%
PWAM
646
Private Wealth Asset Management
Iowa
$8.57M +$169K +669 +2%
FTWA
647
Fifth Third Wealth Advisors
Ohio
$8.55M +$373K +1,481 +5%
NMIMC
648
Northwestern Mutual Investment Management Company
Wisconsin
$8.47M +$56.9K +226 +0.8%
SNB
649
Security National Bank
Nebraska
$8.47M +$1.56M +6,173 +26%
GIM
650
Goelzer Investment Management
Indiana
$8.47M -$57.4K -228 -0.8%