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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1051
Madison Asset Management
Wisconsin
$1.39M -$3.86K -28 -0.3%
SW
1052
SkyOak Wealth
Michigan
$1.39M +$24.1K +175 +2%
TPA
1053
Trivium Point Advisory
Connecticut
$1.39M +$15.3K +111 +1%
RWP
1054
Ridgecrest Wealth Partners
California
$1.38M
SDAM
1055
Shulman DeMeo Asset Management
New York
$1.38M -$2.07K -15 -0.2%
ACL
1056
Applied Capital LLC
Florida
$1.38M +$1.35M +9,778 New
CS
1057
Comerica Securities
Michigan
$1.38M +$173K +1,255 +15%
BCM
1058
Bayesian Capital Management
New York
$1.37M +$1.35M +9,757 New
QCM
1059
Quantinno Capital Management
New York
$1.37M +$587K +4,259 +78%
CT
1060
Clearstead Trust
Maine
$1.37M -$32.7K -237 -2%
WE
1061
Wealth Effects
Massachusetts
$1.37M +$29K +210 +2%
DCM
1062
Dudley Capital Management
Virginia
$1.37M +$1.34M +9,698 New
ZIG
1063
Zullo Investment Group
Pennsylvania
$1.36M +$13.7K +99 +1%
MFG
1064
MidWestOne Financial Group
Iowa
$1.36M -$77.9K -565 -6%
RIA
1065
Realta Investment Advisors
Delaware
$1.36M +$17.5K +127 +1%
MGWM
1066
Marks Group Wealth Management
Minnesota
$1.36M +$118K +853 +10%
CWM
1067
Congress Wealth Management
Massachusetts
$1.36M -$88.1K -639 -6%
FNBT
1068
FineMark National Bank & Trust
Florida
$1.36M -$110K -800 -8%
NL
1069
NWAM LLC
Washington
$1.36M -$254K -1,842 -16%
BFA
1070
Beaumont Financial Advisors
Massachusetts
$1.36M -$201K -1,457 -13%
PTC
1071
Private Trust Company
Ohio
$1.36M -$56.7K -411 -4%
DPIM
1072
Duff & Phelps Investment Management
Illinois
$1.36M
DF
1073
Donoghue Forlines
Massachusetts
$1.36M +$298K +2,158 +29%
Bank Julius Baer & Co
1074
Bank Julius Baer & Co
Switzerland
$1.35M -$355K -2,573 -21%
SNBOSD
1075
Security National Bank of So Dak
Iowa
$1.35M +$79.5K +576 +6%