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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1426
BNC Wealth Management
Oregon
$850K -$7.84K -73 -0.9%
EAM
1427
Eagle Asset Management
Florida
$849K +$135K +1,257 +19%
RBC
1428
Romano Brothers & Co
Illinois
$847K -$109K -1,018 -12%
JMFC
1429
J.M. Forbes & Co
Massachusetts
$844K -$6.23K -58 -0.7%
ASI
1430
Advisory Services & Investments
Oregon
$844K +$835K +7,770 New
KFGK
1431
Keystone Financial Group (Kentucky)
Kentucky
$841K -$265K -2,469 -24%
DAM
1432
Diamant Asset Management
Connecticut
$841K
HWP
1433
Highline Wealth Partners
California
$840K
SI
1434
Scharf Investments
California
$840K -$90.7K -844 -10%
IFS
1435
Intelligent Financial Strategies
Minnesota
$837K
HVIA
1436
Hudson Valley Investment Advisors
New York
$834K -$146K -1,360 -14%
TPI
1437
Trust Point Inc
Wisconsin
$833K +$824K +7,669 New
PPW
1438
Parcion Private Wealth
Washington
$832K
AF
1439
Allworth Financial
California
$828K +$161K +1,499 +24%
AOWM
1440
Alpha Omega Wealth Management
Virginia
$826K -$1.29K -12 -0.2%
DGAM
1441
Desjardins Global Asset Management
Quebec, Canada
$826K -$16.2K -151 -2%
AP
1442
Adero Partners
California
$825K -$63.7K -593 -7%
DBIA
1443
Dumont & Blake Investment Advisors
New Jersey
$825K -$23K -214 -3%
BDFN
1444
Bond & Devick Financial Network
Minnesota
$819K +$752 +7 +0.1%
ACM
1445
Accent Capital Management
Ohio
$818K +$810K +7,536 New
SF
1446
Summit Financial
New Jersey
$816K +$38.1K +355 +5%
RCAG
1447
Rehmann Capital Advisory Group
Michigan
$815K +$32.7K +304 +4%
MFS
1448
Mirabella Financial Services
United Kingdom
$814K +$92.8K +864 +13%
EP
1449
Eudaimonia Partners
Tennessee
$813K -$307K -2,854 -28%
AWA
1450
Alta Wealth Advisors
Massachusetts
$812K -$12.6K -117 -2%