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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
BNC Wealth Management
Oregon
$1.3M +$1.24M +6,606 New
BOM
1302
Bank of Marin
California
$1.3M +$396K +2,105 +47%
OL
1303
Optas LLC
Texas
$1.3M +$78.7K +418 +7%
FNBT
1304
FineMark National Bank & Trust
Florida
$1.29M -$257K -1,367 -17%
QI
1305
Qtron Investments
Massachusetts
$1.29M +$188K +996 +18%
WSFS
1306
Wilmington Savings Fund Society
Delaware
$1.29M -$41.1K -218 -3%
WEC
1307
Winslow Evans & Crocker
Massachusetts
$1.29M +$786K +4,171 +176%
JWCA
1308
J.W. Coons Advisors
Ohio
$1.28M +$94.2K +500 +8%
MFW
1309
Meristem Family Wealth
Minnesota
$1.27M -$61.8K -328 -5%
TWI
1310
Thomas White International
Illinois
$1.27M -$942 -5 -0.1%
IC
1311
Intersect Capital
California
$1.26M +$35K +186 +3%
AOWM
1312
Alpha Omega Wealth Management
Virginia
$1.26M -$17.1K -91 -1%
FMWA
1313
Forvis Mazars Wealth Advisors
Missouri
$1.26M +$22.8K +121 +2%
GVAG
1314
Great Valley Advisor Group
Delaware
$1.26M +$52.2K +277 +5%
OAMG
1315
Odey Asset Management Group
United Kingdom
$1.26M +$264K +1,400 +28%
TSW
1316
Thompson Siegel & Walmsley
Virginia
$1.26M +$469K +2,489 +64%
GEA
1317
Glen Eagle Advisors
New Jersey
$1.26M +$36.2K +192 +3%
SIP
1318
Stoneridge Investment Partners
Pennsylvania
$1.25M +$1.2M +6,360 New
FIM
1319
Fernwood Investment Management
Massachusetts
$1.25M -$33K -175 -3%
RBFC
1320
Roman Butler Fullerton & Co
Missouri
$1.24M -$23.2K -123 -2%
PCIA
1321
Prime Capital Investment Advisors
Kansas
$1.23M +$1.02M +5,412 +647%
GTAM
1322
Global Trust Asset Management
Florida
$1.23M +$80K +425 +7%
CF
1323
Centaurus Financial
California
$1.23M +$270K +1,432 +30%
PHIMC
1324
Private Harbour Investment Management & Counsel
Ohio
$1.23M -$594K -3,155 -34%
CIM
1325
CIM Investment Management
Pennsylvania
$1.22M +$39.2K +208 +3%