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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
726
Palisades Hudson Asset Management
Florida
$655K
BFO
727
Boston Family Office
Massachusetts
$654K -$1.56K -5 -0.2%
VAS
728
Vestmark Advisory Solutions
Massachusetts
$654K +$135K +432 +27%
HFG
729
Heron Financial Group
New York
$653K -$34.7K -111 -5%
VFM
730
Viking Fund Management
North Dakota
$652K
EH
731
Employers Holdings
Nevada
$652K +$48.5K +155 +8%
ESBC
732
E.S. Barr & Co
Kentucky
$646K
CW
733
CreativeOne Wealth
Kansas
$643K +$69.8K +223 +13%
NEI
734
Northwest & Ethical Investments
Ontario, Canada
$637K -$1.29M -4,121 -68%
ATC
735
Argent Trust Co
Tennessee
$633K +$64.8K +207 +12%
CFG
736
Citizens Financial Group
Rhode Island
$631K -$551K -1,760 -48%
GC
737
Gilbert & Cook
Iowa
$630K +$21.6K +69 +4%
1WA
738
180 Wealth Advisors
Washington
$630K +$30.7K +98 +5%
SFS
739
Sowell Financial Services
Arkansas
$630K +$117K +373 +24%
SCA
740
Snowden Capital Advisors
New York
$630K -$128K -408 -17%
RMCM
741
Reynders McVeigh Capital Management
Massachusetts
$626K -$10.3K -33 -2%
RWB
742
RMR Wealth Builders
New Jersey
$625K +$293K +938 +96%
WA
743
WBH Advisory
Maryland
$621K -$15.6K -50 -3%
IC
744
IEQ Capital
California
$617K +$283K +905 +92%
SIG
745
Sargent Investment Group
Maryland
$616K -$18.1K -58 -3%
BWP
746
BSW Wealth Partners
Colorado
$615K -$18.1K -58 -3%
Verition Fund Management
747
Verition Fund Management
Connecticut
$611K +$586K +1,873 New
PTC
748
Private Trust Company
Ohio
$609K -$17.2K -55 -3%
SF
749
Symphony Financial
Texas
$601K +$1.88K +6 +0.3%
RCA
750
Rowland Carmichael Advisors
Arizona
$601K +$576K +1,841 New