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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
626
Carnegie Investment Counsel
Ohio
$11.7M +$216K +4,364 +2%
BWM
627
Buckley Wealth Management
Nevada
$11.7M -$492K -9,935 -5%
JIC
628
Johnson Investment Counsel
Ohio
$11.6M -$414K -8,348 -4%
GIM
629
Goelzer Investment Management
Indiana
$11.6M -$18K -364 -0.2%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$11.6M -$86.5K -1,745 -0.9%
SAM
631
Strategy Asset Managers
California
$11.6M -$54.6K -1,103 -0.6%
BRWM
632
B. Riley Wealth Management
Tennessee
$11.6M +$100K +2,025 +1%
GI
633
GAMCO Investors
Connecticut
$11.6M -$475K -9,591 -5%
SWM
634
SeaCrest Wealth Management
New York
$11.5M +$1.1M +22,174 +13%
ONB
635
Old National Bancorp
Indiana
$11.5M -$1.89M -38,116 -16%
VFA
636
Valeo Financial Advisors
Indiana
$11.5M +$83K +1,676 +0.9%
IC
637
IEQ Capital
California
$11.5M +$877K +17,701 +10%
RWA
638
Ropes Wealth Advisors
Massachusetts
$11.4M -$388K -7,829 -4%
LDB
639
Lee, Danner & Bass
Tennessee
$11.4M -$102K -2,057 -1%
SIS
640
Sound Income Strategies
Florida
$11.3M -$826K -16,667 -8%
CCM
641
Crossvault Capital Management
Texas
$11.3M -$104K -2,100 -1%
NCM
642
Narwhal Capital Management
Georgia
$11.2M +$856K +17,269 +10%
TBA
643
Tower Bridge Advisors
Pennsylvania
$11.2M -$39.6K -800 -0.4%
RGI
644
River Global Investors
United Kingdom
$11.2M -$2.87M -58,000 -23%
KA
645
KLCM Advisors
Wisconsin
$11.1M -$435K -8,782 -4%
B
646
Bailard
California
$11.1M -$61.5K -1,241 -0.7%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$11.1M -$324K -6,547 -3%
BC
648
Bartlett & Co
Ohio
$11.1M -$324K -6,547 -3%
FCBT
649
First Citizens Bank & Trust
North Carolina
$11M -$84.3K -1,701 -0.9%
SC
650
SouthState Corp
Florida
$11M -$442K -8,920 -5%