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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
876
Prospera Financial Services
Texas
$4.42M +$2.89K +38 +0.1%
SAM
877
Sompo Asset Management
Japan
$4.39M +$738K +9,710 +20%
WLPWM
878
Walled Lake Planning & Wealth Management
Illinois
$4.37M +$124K +1,630 +3%
SC
879
Sepio Capital
Utah
$4.37M +$169K +2,226 +4%
APP
880
Avantax Planning Partners
Iowa
$4.36M -$933K -12,273 -17%
CIA
881
Choate Investment Advisors
Massachusetts
$4.36M -$307K -4,043 -7%
BFM
882
Boston Financial Management
Massachusetts
$4.36M +$170K +2,240 +4%
CCM
883
Coldstream Capital Management
Washington
$4.34M -$628K -8,257 -14%
MIA
884
MainStreet Investment Advisors
Illinois
$4.34M -$380K -4,996 -8%
HT
885
Heritage Trust
Oklahoma
$4.34M -$27.2K -357 -0.6%
MCM
886
Murphy Capital Management
New Jersey
$4.32M -$540K -7,102 -11%
CTA
887
Chesley Taft & Associates
Illinois
$4.32M +$19K +250 +0.4%
CG
888
Cutler Group
California
$4.3M +$4.36M +57,284 New
FLPIM
889
F.L. Putnam Investment Management
Massachusetts
$4.29M +$279K +3,666 +7%
JAFL
890
Jay A. Fishman Ltd
Michigan
$4.28M -$356K -4,675 -8%
ONB
891
Old National Bancorp
Indiana
$4.27M -$130K -1,715 -3%
RBA
892
Richard Bernstein Advisors
New York
$4.27M +$328K +4,313 +8%
GT
893
Greenleaf Trust
Michigan
$4.26M -$384K -5,043 -8%
O
894
Ossiam
France
$4.24M +$2.62M +34,503 +157%
MIM
895
Montgomery Investment Management
Maryland
$4.22M +$22.8K +300 +0.5%
SCP
896
Shorepoint Capital Partners
Massachusetts
$4.22M +$4.27M +56,125 New
FFWA
897
FRG Family Wealth Advisors
Washington
$4.2M +$21.3K +280 +0.5%
BHWA
898
Beacon Harbor Wealth Advisors
Virginia
$4.2M +$319K +4,200 +8%
MOS
899
MGO One Seven
Ohio
$4.14M +$971K +12,765 +37%
BFO
900
Boston Family Office
Massachusetts
$4.12M -$342K -4,496 -8%