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Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
1276
Mountain Pacific Investment Advisers
Idaho
$765K
PIM
1277
Progressive Investment Management
Oregon
$760K
AUB
1278
Atlantic Union Bankshares
Virginia
$756K +$92.3K +694 +13%
FHA
1279
Flagship Harbor Advisors
Massachusetts
$755K -$55.7K -419 -6%
MFG
1280
Merit Financial Group
Georgia
$755K +$806K +6,061 New
BPWM
1281
Badgley Phelps Wealth Managers
Washington
$753K +$5.72K +43 +0.7%
PBC
1282
Pavion Blue Capital
California
$752K
BRM
1283
Boston Research & Management
Massachusetts
$751K -$27.8K -209 -3%
AWA
1284
Arete Wealth Advisors
Illinois
$750K +$48.4K +364 +6%
NWA
1285
Navis Wealth Advisors
New York
$750K +$801K +6,022 New
TT
1286
TI-Trust
Illinois
$745K -$23.8K -179 -3%
MFT
1287
Moisand Fitzgerald Tamayo
Florida
$744K -$402K -3,020 -34%
BOTW
1288
Bank of the West
California
$744K -$173K -1,302 -18%
XT
1289
XTX Topco
Cayman Islands
$744K +$795K +5,979 New
AWM
1290
Accurate Wealth Management
Florida
$743K +$558K +4,199 +237%
Fiera Capital (Canada)
1291
Fiera Capital (Canada)
Quebec, Canada
$742K +$792K +5,955 New
MKC
1292
M. Kraus & Co
Vermont
$741K
CI
1293
Ceera Investments
Texas
$738K +$789K +5,931 New
CFA
1294
CWS Financial Advisors
Michigan
$737K -$57.3K -431 -7%
IWA
1295
IVC Wealth Advisors
Pennsylvania
$727K -$7.18K -54 -0.9%
TIA
1296
Tiemann Investment Advisors
California
$726K -$370K -2,784 -32%
S
1297
SimplyRich
California
$726K -$61.6K -463 -7%
M
1298
Mirova
France
$726K -$13.4K -101 -2%
BFA
1299
Beaumont Financial Advisors
Massachusetts
$726K -$1.86K -14 -0.2%
AFG
1300
Allegheny Financial Group
Pennsylvania
$724K +$1.2K +9 +0.2%