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Name Holding Trade Value Shares
Change
Change in
Stake
AIMCA
676
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$586K -$8.41M -21,800 -94%
AP
677
Atwood & Palmer
Missouri
$586K
CRWM
678
Castle Rock Wealth Management
California
$584K
KCM
679
Kendall Capital Management
Maryland
$580K -$13.5K -35 -2%
SVWAG
680
Sound View Wealth Advisors Group
Georgia
$576K
UCFA
681
United Capital Financial Advisors
Texas
$571K -$189K -491 -25%
CIA
682
Choate Investment Advisors
Massachusetts
$571K +$9.26K +24 +2%
ALAM
683
Asahi Life Asset Management
Japan
$570K +$270K +700 +92%
BAM
684
Brave Asset Management
New Jersey
$569K
ATC
685
Argent Trust Co
Tennessee
$565K -$8.48K -22 -1%
SWA
686
Stratos Wealth Advisors
Ohio
$562K
OC
687
Oppenheimer & Co
New York
$562K +$20.1K +52 +4%
DP
688
DDD Partners
Washington
$553K +$547K +1,417 New
MGP
689
Metis Global Partners
California
$552K +$545K +1,413 New
RT
690
Rockland Trust
Massachusetts
$550K -$196K -508 -27%
SIM
691
Sentry Investment Management
Wisconsin
$550K
EWM
692
Evercore Wealth Management
New York
$549K
JWCA
693
J.W. Coons Advisors
Ohio
$549K
ACM
694
Argyle Capital Management
Pennsylvania
$547K
CT
695
Chicago Trust
Illinois
$547K
SC
696
Savant Capital
Illinois
$541K +$23.5K +61 +5%
CW
697
Connectus Wealth
Ohio
$539K +$531K +1,378 New
GM
698
GeoWealth Management
Illinois
$539K +$532K +1,379 New
O
699
Ossiam
France
$535K -$1.92M -4,986 -78%
Federated Hermes
700
Federated Hermes
Pennsylvania
$535K -$13.9K -36 -3%