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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
901
Keynote Financial Services
Connecticut
$2.68M -$77.6K -2,915 -3%
SIC
902
Shoker Investment Counsel
Ohio
$2.68M -$147K -5,518 -5%
ST
903
Spinnaker Trust
Maine
$2.67M -$139K -5,223 -5%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$2.66M +$61.9K +2,325 +2%
IAMOG
905
Investors Asset Management of Georgia
Georgia
$2.65M +$80.5K +3,023 +3%
MHS
906
M Holdings Securities
Oregon
$2.65M -$944K -35,456 -26%
SW
907
SVB Wealth
Massachusetts
$2.65M -$632K -23,728 -20%
CAM
908
Cidel Asset Management
Ontario, Canada
$2.65M +$434K +16,288 +21%
BAM
909
Berkshire Asset Management
Pennsylvania
$2.64M -$141K -5,293 -5%
HAG
910
HF Advisory Group
Maryland
$2.64M +$130K +4,868 +5%
KJHP
911
K.J. Harrison & Partners
Ontario, Canada
$2.64M -$679K -25,500 -21%
GIA
912
Gladstone Institutional Advisory
Florida
$2.64M +$377K +14,164 +18%
BFIM
913
Beese Fulmer Investment Management
Ohio
$2.63M +$11.5K +431 +0.5%
JPWM
914
Jamison Private Wealth Management
Georgia
$2.63M -$115K -4,320 -4%
HP
915
Havemeyer Place
Connecticut
$2.63M +$2.49M +93,699 New
TE
916
Tema ETFs
New York
$2.62M +$12.9K +483 +0.5%
ORG
917
Optimist Retirement Group
Washington
$2.62M +$1.5M +56,204 +152%
BF
918
BOK Financial
Oklahoma
$2.62M -$715K -26,853 -22%
WC
919
Woodstock Corp
Massachusetts
$2.6M -$160K -6,005 -6%
GWM
920
Glass Wealth Management
Texas
$2.59M +$75.5K +2,835 +3%
WAM
921
Werlinich Asset Management
Connecticut
$2.59M +$29.3K +1,100 +1%
BFA
922
Bill Few Associates
Pennsylvania
$2.58M +$173K +6,511 +8%
ERIC
923
Eagle Rock Investment Company
Georgia
$2.58M +$38.3K +1,437 +2%
CGIM
924
Capital Group Investment Management
Singapore
$2.57M
SIC
925
SFE Investment Counsel
California
$2.57M +$133K +5,010 +6%