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Name Holding Trade Value Shares
Change
Change in
Stake
EB
1051
Eastern Bank
Massachusetts
$1.36M +$4.07K +28 +0.3%
WKWM
1052
Walter & Keenan Wealth Management
Indiana
$1.36M +$358K +2,463 +36%
CA
1053
Calton & Associates
Florida
$1.36M +$1.24M +8,544 New
CS
1054
Cannell & Spears
New York
$1.35M +$45.7K +314 +4%
CWM
1055
Connecticut Wealth Management
Connecticut
$1.34M -$131K -903 -10%
NWP
1056
Northstar Wealth Partners
Connecticut
$1.34M +$32K +220 +3%
YWP
1057
YorkBridge Wealth Partners
New York
$1.34M -$23K -158 -2%
MWM
1058
Modera Wealth Management
New Jersey
$1.33M -$63.8K -439 -5%
WA
1059
Waverly Advisors
Alabama
$1.33M +$204K +1,402 +18%
FIM
1060
Frontier Investment Management
Texas
$1.33M +$82.3K +566 +7%
FAN
1061
Financial Advisors Network
California
$1.32M -$53.9K -371 -4%
HHAA
1062
Henry H. Armstrong Associates
Pennsylvania
$1.32M
CRC
1063
Curi RMB Capital
Illinois
$1.32M +$2.04K +14 +0.2%
MF
1064
MHI Funds
New York
$1.31M +$1.3M +8,963 New
Nuveen Fund Advisors
1065
Nuveen Fund Advisors
Illinois
$1.31M -$426K -2,932 -25%
MM
1066
Meridian Management
Arkansas
$1.31M
BEC
1067
Blue Edge Capital
Virginia
$1.3M
SC
1068
Savant Capital
Illinois
$1.3M -$35K -241 -3%
CAM
1069
Claret Asset Management
Quebec, Canada
$1.3M +$1.29M +8,870 New
FEG
1070
Fund Evaluation Group
Ohio
$1.29M +$1.28M +8,824 New
BSA
1071
Braun Stacey Associates
New York
$1.29M -$11.3K -78 -0.9%
CCM
1072
Cribstone Capital Management
Maine
$1.29M -$17.7K -122 -1%
ZAM
1073
Zevin Asset Management
Massachusetts
$1.28M -$156K -1,072 -11%
BWP
1074
Baldwin Wealth Partners
Massachusetts
$1.28M -$95K -653 -7%
RHAM
1075
Round Hill Asset Management
California
$1.28M -$33.4K -230 -3%