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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1401
Bison Wealth
Georgia
$1.61M -$14.3K -174 -0.9%
EWM
1402
Evermay Wealth Management
Virginia
$1.6M -$68.9K -839 -4%
CBU
1403
CIBC Bank USA
Illinois
$1.6M +$219K +2,672 +17%
RPWA
1404
Regent Peak Wealth Advisors
Georgia
$1.6M +$1.52M +18,491 New
PCIA
1405
Prime Capital Investment Advisors
Kansas
$1.6M +$27.3K +332 +2%
RA
1406
Rational Advisors
New York
$1.6M +$1.48M +17,984 +4,173%
EI
1407
Ethic Inc
New York
$1.6M +$1.51M +18,418 New
WWM
1408
Western Wealth Management
Colorado
$1.6M -$193K -2,348 -11%
DI
1409
Diligent Investors
California
$1.59M +$13.1K +159 +0.9%
LOAMU
1410
Lombard Odier Asset Management (USA)
New York
$1.59M +$1.51M +18,340 New
WI
1411
Wintrust Investments
Illinois
$1.59M -$21.7K -264 -1%
SBA
1412
Secrest Blakey & Associates
North Carolina
$1.58M +$1.5M +18,263 New
MC
1413
Martin & Co
Tennessee
$1.58M +$34.4K +419 +2%
SFFS
1414
Stonehage Fleming Financial Services
Jersey
$1.58M
HI
1415
Human Investing
Oregon
$1.58M +$99.7K +1,214 +7%
RSC
1416
Red Spruce Capital
Pennsylvania
$1.58M +$1.49M +18,164 New
VNIM
1417
Vaughan Nelson Investment Management
Texas
$1.57M -$516K -6,288 -26%
JIC
1418
Joel Isaacson & Co
New York
$1.57M -$28.4K -346 -2%
AIC
1419
Ameritas Investment Company
Nebraska
$1.57M +$665K +8,101 +81%
YIA
1420
YHB Investment Advisors
Connecticut
$1.56M -$95.9K -1,168 -6%
RCM
1421
RNC Capital Management
California
$1.56M +$193K +2,350 +15%
AWM
1422
Atticus Wealth Management
Florida
$1.56M +$1.48M +17,961 New
QI
1423
Qtron Investments
Massachusetts
$1.55M
CT
1424
Columbia Trust
Oregon
$1.54M +$1.46M +17,755 New
GC
1425
Grimes & Company
Massachusetts
$1.54M +$449K +5,471 +45%