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Name Holding Trade Value Shares
Change
Change in
Stake
DTL
1126
Dynamic Technology Lab
Singapore
$632K -$2.82M -5,580 -82%
TPM
1127
Triasima Portfolio Management
Quebec, Canada
$630K -$5.06K -10 -0.8%
1SB
1128
1ST Source Bank
Indiana
$628K -$23.3K -46 -4%
GW
1129
GW & Wade
Massachusetts
$628K +$13.7K +27 +2%
CPC
1130
Congress Park Capital
New York
$626K -$177K -350 -22%
PWP
1131
Principle Wealth Partners
Connecticut
$618K +$506 +1 +0.1%
NRS
1132
Neville Rodie & Shaw
New York
$617K
KP
1133
Keel Point
Alabama
$613K +$9.62K +19 +2%
AFS
1134
Aft Forsyth & Sober
Florida
$613K
AWA
1135
Authentikos Wealth Advisory
California
$609K
CL
1136
Choreo LLC
Illinois
$608K -$25.8K -51 -4%
PWAM
1137
Pinnacle West Asset Management
Wyoming
$608K +$70.8K +140 +13%
BOC
1138
Bull Oak Capital
California
$607K +$601K +1,188 New
KOCAA
1139
Knights of Columbus Asset Advisors
Connecticut
$607K +$601K +1,188 New
CA
1140
CGN Advisors
Kansas
$605K
SP
1141
Saranac Partners
$605K
GA
1142
Geller Advisors
New York
$604K -$22.8K -45 -4%
CA
1143
Claro Advisors
Massachusetts
$603K -$118K -233 -17%
WA
1144
Wealth Architects
California
$601K -$7.59K -15 -1%
CT
1145
Chicago Trust
Illinois
$601K -$5.06K -10 -0.8%
WPP
1146
Whalerock Point Partners
Rhode Island
$601K
DGAM
1147
Desjardins Global Asset Management
Quebec, Canada
$595K -$1.96M -3,883 -77%
RMCM
1148
Reynders McVeigh Capital Management
Massachusetts
$591K -$506 -1 -0.1%
WWP
1149
WR Wealth Planners
Missouri
$590K +$25.3K +50 +5%
NP
1150
NorthRock Partners
Minnesota
$588K +$90.1K +178 +18%