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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
751
Ropes Wealth Advisors
Massachusetts
$1.12M -$11.7K -38 -1%
PIM
752
Penobscot Investment Management
Massachusetts
$1.11M +$189K +610 +21%
PT
753
Plimoth Trust
Massachusetts
$1.11M -$5.57K -18 -0.5%
MRCM
754
M&R Capital Management
New Jersey
$1.11M +$341K +1,104 +46%
Forum Financial Management
755
Forum Financial Management
Illinois
$1.11M -$1.24K -4 -0.1%
IFS
756
Ifrah Financial Services
Arkansas
$1.09M +$1.55K +5 +0.1%
AE Wealth Management
757
AE Wealth Management
Kansas
$1.08M -$32.2K -104 -3%
MFW
758
Meristem Family Wealth
Minnesota
$1.08M -$26.6K -86 -2%
SP
759
Symmetry Partners
Connecticut
$1.08M – – –
Hancock Whitney
760
Hancock Whitney
Mississippi
$1.08M +$84.1K +272 +9%
UAML
761
US Asset Management LLC
Pennsylvania
$1.07M – – –
Apollon Wealth Management
762
Apollon Wealth Management
South Carolina
$1.05M -$360K -1,163 -26%
CS
763
Comerica Securities
Michigan
$1.05M +$58.1K +188 +6%
Simplicity Solutions
764
Simplicity Solutions
Minnesota
$1.05M -$1.15M -3,706 -53%
Curi RMB Capital
765
Curi RMB Capital
Illinois
$1.03M +$2.16K +7 +0.2%
PAM
766
Palisade Asset Management
Minnesota
$1.03M +$448K +1,450 +82%
Ballentine Partners
767
Ballentine Partners
Massachusetts
$1.03M +$244K +788 +33%
LRPA
768
L. Roy Papp & Associates
Arizona
$1.02M -$17.9K -58 -2%
9WM
769
9258 Wealth Management
Ohio
$1.02M -$77K -249 -7%
MGO One Seven
770
MGO One Seven
Ohio
$1.02M -$18.6K -60 -0.9%
S
771
swisspartners
Liechtenstein
$1.01M – – –
Cetera Advisors
772
Cetera Advisors
Colorado
$1.01M +$115K +372 +13%
GIA
773
Gladstone Institutional Advisory
Florida
$1M -$386K -1,248 -28%
Laird Norton Wetherby Trust Company
774
Laird Norton Wetherby Trust Company
Washington
$1M +$24.4K +79 +3%
Benjamin F. Edwards & Company
775
Benjamin F. Edwards & Company
Missouri
$996K +$356K +1,151 +58%