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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Choate Investment Advisors
Massachusetts
$2.91M
CCM
627
Cadence Capital Management
Massachusetts
$2.9M -$156K -1,185 -4%
RT
628
Rockland Trust
Massachusetts
$2.89M +$93.3K +709 +3%
KTM
629
Keeler Thomas Management
Utah
$2.89M -$244K -1,854 -7%
GP
630
Greenline Partners
New York
$2.86M +$127K +964 +4%
GAM
631
Gould Asset Management
California
$2.85M
SG Americas Securities
632
SG Americas Securities
New York
$2.82M +$453K +3,446 +16%
SLI
633
Sumitomo Life Insurance
Japan
$2.82M -$423K -3,212 -12%
BRM
634
Boston Research & Management
Massachusetts
$2.82M -$273K -2,079 -8%
HI
635
Hendershot Investments
Virginia
$2.81M -$4.74K -36 -0.1%
VFA
636
Voya Financial Advisors
Connecticut
$2.81M +$116K +878 +4%
LA
637
Lynch & Associates
Indiana
$2.8M +$143K +1,084 +5%
SFS
638
Sowell Financial Services
Arkansas
$2.79M +$900K +6,839 +39%
MFG
639
Monte Financial Group
Connecticut
$2.77M +$3.19M +24,257 New
NGA
640
Naples Global Advisors
Florida
$2.77M +$43K +327 +1%
CCM
641
Coldstream Capital Management
Washington
$2.76M +$209K +1,591 +7%
BFO
642
Biltmore Family Office
North Carolina
$2.75M -$2.66M -20,210 -46%
DWA
643
Douglass Winthrop Advisors
New York
$2.75M -$849K -6,451 -21%
WANY
644
Wealthspire Advisors (New York)
New York
$2.75M +$2.92M +22,186 +1,184%
PH
645
Pinnacle Holdings
Oklahoma
$2.75M +$203K +1,542 +7%
AI
646
Accredited Investors
Minnesota
$2.74M -$102K -779 -3%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$2.72M -$150K -1,143 -5%
SWMG
648
Signature Wealth Management Group
Georgia
$2.71M +$18.7K +142 +0.6%
CWM
649
Circle Wealth Management
New Jersey
$2.7M -$2.68M -20,346 -46%
AWA
650
Arete Wealth Advisors
Illinois
$2.7M -$2.84M -21,598 -48%