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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
926
Cyndeo Wealth Partners
Florida
$926K +$13.2K +83 +1%
BA
927
Ballast Advisors
Minnesota
$923K -$54.8K -344 -5%
HIC
928
Holderness Investments Company
North Carolina
$921K -$7.96K -50 -0.8%
Aristotle Capital Management
929
Aristotle Capital Management
California
$917K
WTB
930
Washington Trust Bank
Washington
$917K -$9.87K -62 -1%
TPI
931
Trust Point Inc
Wisconsin
$916K -$393K -2,471 -28%
NSIM
932
North Star Investment Management
Illinois
$914K -$98.6K -619 -9%
HCM
933
Howland Capital Management
Massachusetts
$909K
IHL
934
Investment House LLC
California
$908K -$74.8K -470 -7%
SAM
935
Smartleaf Asset Management
Massachusetts
$907K -$29.9K -188 -3%
HT
936
Headlands Technologies
Illinois
$903K +$990K +6,217 New
CSP
937
Cary Street Partners
Virginia
$893K -$57.8K -363 -6%
HS
938
HighVista Strategies
Massachusetts
$893K +$350K +2,200 +56%
AWP
939
Ascent Wealth Partners
New York
$890K +$976K +6,127 New
NFSG
940
Newbridge Financial Services Group
Florida
$889K -$52.7K -331 -5%
SI
941
Saxon Interests
Texas
$888K +$974K +6,115 New
SCM
942
Shelton Capital Management
Colorado
$888K -$22.5K -141 -2%
BFA
943
Buttonwood Financial Advisors
Maryland
$888K -$8.12K -51 -0.8%
AC
944
Apella Capital
Connecticut
$887K +$468K +2,941 +105%
PFBT
945
Parkside Financial Bank & Trust
Missouri
$885K -$31.7K -199 -3%
IAIM
946
International Assets Investment Management
Florida
$884K -$53K -333 -5%
SAG
947
SageView Advisory Group
California
$876K -$54.5K -342 -5%
FFBTD
948
First Financial Bank - Trust Division
Ohio
$875K -$33.8K -212 -3%
NCM
949
Neumann Capital Management
California
$873K
QPBE
950
Quintet Private Bank (Europe)
Luxembourg
$871K -$15.9K -100 -2%