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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
651
Parsec Financial Management
North Carolina
$3.36M +$310K +2,216 +11%
TWA
652
TCI Wealth Advisors
Arizona
$3.34M -$70.6K -504 -2%
PFS
653
Physicians Financial Services
North Carolina
$3.34M +$21.3K +152 +0.7%
CCM
654
Coldstream Capital Management
Washington
$3.33M +$268K +1,913 +9%
PH
655
Pinnacle Holdings
Oklahoma
$3.32M -$980 -7 -0%
FNFDCM
656
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.3M
CWM
657
Concentric Wealth Management
California
$3.28M +$601K +4,294 +24%
APP
658
Avantax Planning Partners
Iowa
$3.28M -$129K -919 -4%
Federated Hermes
659
Federated Hermes
Pennsylvania
$3.27M +$332K +2,368 +12%
AC
660
Allstate Corporation
Illinois
$3.27M +$225K +1,609 +8%
GAM
661
Garrison Asset Management
Arkansas
$3.26M -$7.14K -51 -0.2%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$3.24M -$367K -2,623 -11%
HT
663
HighTower Trust
Texas
$3.23M -$51K -364 -2%
ST
664
Smithfield Trust
Pennsylvania
$3.2M -$92.7K -662 -3%
TAM
665
Tealwood Asset Management
Minnesota
$3.2M +$3.04M +21,685 New
B
666
Brightworth
Georgia
$3.2M -$924K -6,598 -23%
ONB
667
Old National Bancorp
Indiana
$3.2M -$34.6K -247 -1%
SAM
668
SP Asset Management
California
$3.2M +$24.1K +172 +0.8%
IIM
669
Intact Investment Management
Quebec, Canada
$3.19M -$988K -7,056 -25%
HHAA
670
Henry H. Armstrong Associates
Pennsylvania
$3.19M
HR
671
Howe & Rusling
New York
$3.18M -$8.49M -60,592 -74%
CG
672
Cutler Group
California
$3.18M +$2.81M +20,033 +1,288%
FMW
673
Farr Miller & Washington
District of Columbia
$3.17M +$91.2K +651 +3%
CIC
674
Carnegie Investment Counsel
Ohio
$3.16M -$87K -621 -3%
SDIC
675
South Dakota Investment Council
South Dakota
$3.16M -$281K -2,006 -9%