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Name Holding Trade Value Shares
Change
Change in
Stake
JFL
1776
Jarislowsky, Fraser Ltd
Quebec, Canada
$733K +$21.5K +113 +3%
GAM
1777
Gemmer Asset Management
California
$731K +$9.31K +49 +1%
MFW
1778
Meristem Family Wealth
Minnesota
$730K +$97.7K +514 +14%
AB
1779
Atlas Brown
Kentucky
$728K -$59.7K -314 -7%
CAGAS
1780
Capital Advisory Group Advisory Services
Minnesota
$723K -$16K -84 -2%
BCA
1781
Biltmore Capital Advisors
New Jersey
$721K +$462K +2,433 +150%
AIA
1782
Arbor Investment Advisors
North Carolina
$717K
SBH
1783
Segall Bryant & Hamill
Illinois
$716K -$38K -200 -5%
WWM
1784
WT Wealth Management
Arizona
$716K +$764K +4,022 New
MFG
1785
MidWestOne Financial Group
Iowa
$714K
MIM
1786
Moseley Investment Management
Florida
$712K -$94.7K -498 -11%
SG
1787
Somerset Group
Minnesota
$712K -$51.9K -273 -6%
WAS
1788
Wesleyan Assurance Society
United Kingdom
$712K
IWP
1789
Icon Wealth Partners
Texas
$711K +$137K +723 +22%
MCC
1790
Malaga Cove Capital
California
$710K -$5.7K -30 -0.7%
BWM
1791
Baystate Wealth Management
Massachusetts
$709K -$85.5K -450 -10%
AI
1792
Accredited Investors
Minnesota
$704K -$7.41K -39 -1%
TL
1793
TrueWealth LLC
Georgia
$704K -$5.13K -27 -0.7%
BW
1794
Bison Wealth
Georgia
$701K -$138K -725 -16%
SI
1795
Shaker Investments
Ohio
$691K
TP
1796
Tranquility Partners
Tennessee
$691K +$33.3K +175 +5%
AIP
1797
ARS Investment Partners
New York
$687K -$103K -540 -12%
PCM
1798
Parsons Capital Management
Rhode Island
$684K -$61.6K -324 -8%
AA
1799
Apriem Advisors
California
$684K -$18.1K -95 -2%
CCG
1800
Cypress Capital Group
Florida
$684K +$289K +1,519 +65%