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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
976
Boston Trust Walden
Massachusetts
$1.11M -$25.8K -219 -2%
SFG
977
SevenBridge Financial Group
Pennsylvania
$1.1M -$69.1K -587 -6%
SFG
978
Summit Financial Group
West Virginia
$1.1M
KWM
979
Kingsview Wealth Management
Oregon
$1.1M +$78.4K +666 +8%
TCBWMS
980
Texas Capital Bank Wealth Management Services
Texas
$1.1M +$1.11M +9,451 New
MIP
981
Marietta Investment Partners
Wisconsin
$1.1M -$19.8K -168 -2%
CCP
982
Clarkston Capital Partners
Michigan
$1.1M -$9.18K -78 -0.8%
AP
983
Appleton Partners
Massachusetts
$1.1M -$15.4K -131 -1%
RCG
984
Rock Creek Group
District of Columbia
$1.1M +$849K +7,208 +325%
B
985
Bailard
California
$1.09M +$31.6K +268 +3%
RIG
986
Renaissance Investment Group
Massachusetts
$1.09M
PWMAG
987
Pinnacle Wealth Management Advisory Group
New Jersey
$1.09M +$58.6K +498 +6%
S
988
Seeyond
France
$1.09M +$11.4K +97 +1%
MKC
989
M. Kraus & Co
Vermont
$1.08M -$28.4K -241 -3%
BEI
990
Benjamin Edwards Inc
Missouri
$1.08M +$17.8K +151 +2%
ZIG
991
Zurich Insurance Group
Switzerland
$1.08M -$677K -5,753 -38%
TSS
992
Two Sigma Securities
New York
$1.08M -$706K -5,999 -39%
PGWM
993
Parisi Gray Wealth Management
New Jersey
$1.07M -$12.2K -104 -1%
ECM
994
ExodusPoint Capital Management
New York
$1.07M +$1.09M +9,225 New
CL
995
Choreo LLC
Illinois
$1.07M +$114K +970 +12%
Koshinski Asset Management
996
Koshinski Asset Management
Illinois
$1.07M +$16.7K +142 +2%
TBNY
997
Trustco Bank (New York)
New York
$1.07M -$55.6K -472 -5%
MRCM
998
M&R Capital Management
New Jersey
$1.07M -$70.8K -601 -6%
LHC
999
Little House Capital
Massachusetts
$1.07M +$4.95K +42 +0.5%
LOAME
1000
Lombard Odier Asset Management (Europe)
United Kingdom
$1.06M +$1.08M +9,160 New