Name Holding Trade Value Shares
Change
Change in
Stake
MMA
651
Mizuho Markets Americas
New York
$3.09M +$3.16M +8,291 New
EGM
652
Engineers Gate Manager
New York
$3.07M +$3.14M +8,240 New
MWM
653
Mattern Wealth Management
Kansas
$3.05M +$457K +1,201 +17%
BG
654
Bahl & Gaynor
Ohio
$3.05M -$88.3K -232 -3%
NB
655
NBT Bank
New York
$3M -$127K -335 -4%
JWM
656
Jackson Wealth Management
Florida
$2.99M +$33.9K +89 +1%
LBC
657
Lawrence B. Cohen
$2.98M +$3.05M +8,007 New
AL
658
Arnhold LLC
New York
$2.98M – – –
RWA
659
River Wealth Advisors
Pennsylvania
$2.98M -$241K -632 -7%
BA
660
Bridgewater Associates
Connecticut
$2.98M +$320K +842 +12%
CIA
661
Choate Investment Advisors
Massachusetts
$2.97M +$950K +2,497 +46%
MPPW
662
Mitchell & Pahl Private Wealth
Oklahoma
$2.95M +$49.5K +130 +2%
HWM
663
HB Wealth Management
Georgia
$2.94M +$383K +1,006 +15%
MWM
664
Madison Wealth Management
Ohio
$2.91M +$2.98M +7,819 New
ISL
665
Ingalls & Snyder LLC
New York
$2.9M +$18.3K +48 +0.6%
WI
666
Wahed Invest
New York
$2.88M +$257K +674 +10%
BWAM
667
Boyd Watterson Asset Management
Ohio
$2.87M -$7.99K -21 -0.3%
PG
668
Patten Group
Tennessee
$2.83M +$35K +92 +1%
PT
669
Plimoth Trust
Massachusetts
$2.83M +$61.7K +162 +2%
AG
670
Ascent Group
Virginia
$2.83M +$1.52M +3,991 +123%
SC
671
Scotia Capital
Ontario, Canada
$2.82M -$524K -1,377 -15%
Bank Julius Baer & Co
672
Bank Julius Baer & Co
Switzerland
$2.81M -$14.7M -38,727 -84%
PIM
673
Penobscot Investment Management
Massachusetts
$2.8M +$215K +566 +8%
OAM
674
Ostrum Asset Management
France
$2.79M -$1.72M -4,525 -38%
BOSSRA
675
B.O.S.S. Retirement Advisors
Utah
$2.78M +$304K +800 +12%