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Name Holding Trade Value Shares
Change
Change in
Stake
HL
551
HeadInvest LLC
Maine
$4.15M -$227K -1,704 -5%
SIMM
552
Stillwater Investment Management (Minnesota)
Minnesota
$4.14M -$9.44K -71 -0.2%
IAN
553
Integrated Advisors Network
Texas
$4.1M +$3.43M +25,772 +359%
RA
554
Royce & Associates
New York
$4.09M +$795K +5,980 +22%
SFP
555
Sweet Financial Partners
Minnesota
$4.08M +$1.97M +14,850 +83%
LA
556
Lynch & Associates
Indiana
$4.02M -$106K -800 -2%
KPWS
557
Kestra Private Wealth Services
Texas
$4M +$2.05M +15,396 +92%
LA
558
Lakeside Advisors
Washington
$4M -$11.4K -86 -0.3%
BKA
559
Brick & Kyle Associates
Pennsylvania
$4M -$4.16M -31,280 -49%
SFI
560
Siemens Fonds Invest
Germany
$4M +$20.2K +152 +0.5%
SRC
561
Shufro Rose & Co
New York
$3.96M -$130K -980 -3%
AIM
562
Achmea Investment Management
Netherlands
$3.94M +$149K +1,118 +4%
IHL
563
Investment House LLC
California
$3.93M -$492K -3,701 -10%
CA
564
Clearstead Advisors
Ohio
$3.93M -$467K -3,510 -10%
AP
565
Advisor Partners
California
$3.91M -$549K -4,130 -12%
GIM
566
Goelzer Investment Management
Indiana
$3.85M -$11.8K -89 -0.3%
ECM
567
Estabrook Capital Management
New York
$3.85M -$117K -877 -3%
FTA
568
Financial & Tax Architects
Missouri
$3.83M +$954K +7,171 +30%
CAM
569
Cubic Asset Management
Massachusetts
$3.83M
HPIA
570
Hamilton Point Investment Advisors
North Carolina
$3.81M +$172K +1,293 +4%
1832 Asset Management
571
1832 Asset Management
Ontario, Canada
$3.8M +$4.03M +30,271 +5,012%
MFW
572
Meristem Family Wealth
Minnesota
$3.79M -$771K -5,800 -16%
NIM
573
Northeast Investment Management
Massachusetts
$3.79M -$666K -5,012 -14%
1IA
574
1834 Investment Advisors
Wisconsin
$3.78M -$41.1K -309 -1%
IFAM
575
Institutional & Family Asset Management
Colorado
$3.77M +$60K +451 +2%