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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
726
Weatherly Asset Management
California
$1.9M -$169K -1,411 -7%
PVWM
727
Point View Wealth Management
New Jersey
$1.9M +$66.3K +552 +3%
KL
728
KWMG LLC
Kansas
$1.88M +$322K +2,679 +18%
CT
729
Cambridge Trust
Massachusetts
$1.88M -$58.2K -485 -3%
RMCM
730
Reynders McVeigh Capital Management
Massachusetts
$1.87M -$2.63M -21,892 -56%
Wealth Enhancement Advisory Services
731
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$25.2K +210 +1%
III
732
Independent Investors Inc
New York
$1.86M -$50.3K -419 -2%
UAS
733
United Asset Strategies
New York
$1.85M +$87.9K +732 +4%
ECM
734
Everence Capital Management
Indiana
$1.85M
CMO
735
Covenant Multifamily Offices
Texas
$1.84M +$2.03M +16,930 New
BWL
736
Bogart Wealth LLC
Virginia
$1.83M +$1.95M +16,254 +2,596%
JFGIW
737
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.83M -$606K -5,045 -23%
FTC
738
Farmers Trust Company
Ohio
$1.82M -$2.21M -18,410 -52%
HSA
739
HBK Sorce Advisory
Pennsylvania
$1.82M +$25.8K +215 +1%
CB
740
Chemical Bank
Michigan
$1.81M -$268K -2,231 -12%
LI
741
Longer Investments
Arkansas
$1.81M -$49.4K -412 -2%
IA
742
IFG Advisory
Georgia
$1.81M +$140K +1,166 +8%
IR
743
IAT Reinsurance
New York
$1.8M -$1.99M -16,604 -50%
OIM
744
Orca Investment Management
Oregon
$1.79M -$236K -1,969 -11%
PCTC
745
Perkins Coie Trust Company
Washington
$1.79M +$5.64K +47 +0.3%
WSCM
746
Wellington Shields Capital Management
New York
$1.79M -$188K -1,566 -9%
SWRP
747
Summit Wealth & Retirement Planning
California
$1.79M +$1.97M +16,435 New
BFO
748
Biltmore Family Office
North Carolina
$1.77M +$35.2K +293 +2%
MGIA
749
Matthew Goff Investment Advisor
Texas
$1.77M -$15.6K -130 -0.8%
FCBT
750
First Citizens Bank & Trust
North Carolina
$1.77M +$212K +1,763 +12%