Name Holding Trade Value Shares
Change
Change in
Stake
SBH
651
Segall Bryant & Hamill
Illinois
$1.74M – – –
CMANY
652
Capital Management Associates (New York)
New York
$1.73M +$324K +1,000 +25%
LFM
653
LGT Fund Management
Liechtenstein
$1.73M +$1.62M +5,000 New
YWP
654
YorkBridge Wealth Partners
New York
$1.72M -$12K -37 -0.7%
SC
655
Scotia Capital
Ontario, Canada
$1.71M +$42.1K +130 +3%
SIM
656
Sentry Investment Management
Wisconsin
$1.71M +$367K +1,134 +30%
SSW
657
Stone Summit Wealth
Florida
$1.68M +$1.57M +4,853 New
BSW
658
Buckingham Strategic Wealth
Missouri
$1.67M -$18.5K -57 -1%
CT
659
Coastline Trust
Rhode Island
$1.67M -$32.4K -100 -2%
WA
660
Wealth Alliance
New York
$1.66M +$25.3K +78 +2%
WCM
661
Whitener Capital Management
North Carolina
$1.66M +$9.39K +29 +0.6%
VFA
662
Voya Financial Advisors
Connecticut
$1.65M – – –
KWM
663
Kingsview Wealth Management
Oregon
$1.64M -$3.89K -12 -0.3%
ATC
664
Argent Trust Co
Tennessee
$1.63M +$43.7K +135 +3%
Cetera Investment Advisers
665
Cetera Investment Advisers
Illinois
$1.63M -$57K -176 -4%
MWM
666
Mattern Wealth Management
Kansas
$1.63M +$9.39K +29 +0.6%
BHTS
667
Bar Harbor Trust Services
Maine
$1.63M +$22.7K +70 +2%
LOAMS
668
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.61M +$1.51M +4,651 New
TSWM
669
Triangle Securities Wealth Management
North Carolina
$1.59M +$972 +3 +0.1%
CI
670
Conning Inc
Connecticut
$1.58M -$67.1K -207 -4%
LIM
671
Leavell Investment Management
Alabama
$1.57M – – –
PP
672
Patten & Patten
Tennessee
$1.56M +$3.56K +11 +0.2%
MGP
673
Metis Global Partners
California
$1.56M +$1.46M +4,498 New
BMWM
674
Brown Miller Wealth Management
Virginia
$1.55M +$111K +342 +8%
AWM
675
Apollon Wealth Management
South Carolina
$1.54M +$649K +2,004 +82%