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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HB Wealth Management
Georgia
$2.35M +$563K +4,660 +27%
DIA
702
Dana Investment Advisors
Wisconsin
$2.33M +$2.61M +21,578 New
SIM
703
Stratos Investment Management
Ohio
$2.33M +$97.1K +803 +4%
Credit Agricole
704
Credit Agricole
France
$2.33M -$589K -4,873 -18%
BFO
705
Boston Family Office
Massachusetts
$2.32M -$696K -5,758 -21%
FCH
706
Freestone Capital Holdings
Washington
$2.32M +$276K +2,286 +12%
BOH
707
Bank of Hawaii
Hawaii
$2.32M -$134K -1,110 -5%
AIM
708
ARGA Investment Management
Connecticut
$2.32M +$2.59M +21,441 New
JCM
709
Jacobi Capital Management
Pennsylvania
$2.32M +$218K +1,802 +9%
BONH
710
Bank of New Hampshire
New Hampshire
$2.31M -$175K -1,448 -6%
WPC
711
Waters Parkerson & Co
Louisiana
$2.3M -$147K -1,216 -5%
CNFG
712
Creegan & Nassoura Financial Group
New Hampshire
$2.27M +$1.09M +8,982 +75%
KC
713
Kinloch Capital
Virginia
$2.27M +$203K +1,680 +9%
NEI
714
Northwest & Ethical Investments
Ontario, Canada
$2.27M -$2.11M -17,491 -45%
OIM
715
Orca Investment Management
Oregon
$2.27M +$19.6K +162 +0.8%
HCM
716
Howland Capital Management
Massachusetts
$2.26M -$3.97M -32,860 -61%
CSPIA
717
Cary Street Partners Investment Advisory
Virginia
$2.26M +$813K +6,728 +48%
ARG
718
Advisory Resource Group
Oklahoma
$2.26M +$155K +1,280 +7%
KWM
719
Kingsview Wealth Management
Oregon
$2.25M +$1.06M +8,794 +73%
BA
720
Ballast Advisors
Minnesota
$2.25M +$1.21K +10 +0%
PIM
721
Penobscot Investment Management
Massachusetts
$2.25M -$93.3K -772 -4%
MIA
722
MMBG Investment Advisors
Florida
$2.25M -$3.27M -27,023 -57%
PAM
723
Panagora Asset Management
Massachusetts
$2.24M -$50.5M -417,556 -95%
BL
724
Balentine LLC
Georgia
$2.23M +$1.44M +11,952 +139%
RHP
725
Royal Harbor Partners
Texas
$2.22M +$2.48M +20,551 New