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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
826
Whitegate Investment Counselors
New Hampshire
$6.88M -$308K -847 -4%
WP
827
WealthPLAN Partners
Nebraska
$6.84M -$1.27M -3,495 -15%
YWP
828
YorkBridge Wealth Partners
New York
$6.81M +$333K +915 +5%
ACM
829
Arrow Capital Management
New York
$6.8M
MYAM
830
Meiji Yasuda Asset Management
Japan
$6.78M -$14.2K -39 -0.2%
WAS
831
Wesleyan Assurance Society
United Kingdom
$6.78M
P
832
Pitcairn
Pennsylvania
$6.76M -$1.48M -4,079 -17%
NIM
833
Northeast Investment Management
Massachusetts
$6.74M -$67.3K -185 -0.9%
SXL
834
Summit X LLC
Missouri
$6.69M +$77.8K +214 +1%
Acadian Asset Management
835
Acadian Asset Management
Massachusetts
$6.69M -$4.54M -12,497 -39%
RWA
836
River Wealth Advisors
Pennsylvania
$6.64M -$66.5K -183 -0.9%
IHL
837
Investment House LLC
California
$6.62M +$61.8K +170 +0.9%
ERWM
838
Elk River Wealth Management
Colorado
$6.61M +$241K +663 +4%
FCBT
839
First Citizens Bank & Trust
North Carolina
$6.59M +$127K +350 +2%
BHWM
840
Bar Harbor Wealth Management
New Hampshire
$6.58M -$136K -373 -2%
DT
841
Diversified Trust
Tennessee
$6.56M -$2.33M -6,408 -25%
GCA
842
Greenwood Capital Associates
South Carolina
$6.54M -$1.6M -4,399 -19%
CFG
843
Cambridge Financial Group
Ohio
$6.54M +$41.8K +115 +0.6%
KPWS
844
Kestra Private Wealth Services
Texas
$6.53M +$426K +1,172 +7%
JFA
845
Johanson Financial Advisors
California
$6.53M -$52.7K -145 -0.8%
DBG
846
De Burlo Group
Massachusetts
$6.52M -$6.64M -18,266 -49%
AAS
847
Avantax Advisory Services
Texas
$6.52M +$508K +1,397 +8%
MA
848
Montag & Associates
Georgia
$6.52M +$72.7K +200 +1%
RBFC
849
Roman Butler Fullerton & Co
Missouri
$6.47M +$1.68M +4,627 +34%
TF
850
Tompkins Financial
New York
$6.47M +$6.77M +18,617 New