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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1826
Keudell/Morrison Wealth Management
Oregon
$790K -$83.2K -315 -10%
WPW
1827
Warther Private Wealth
Ohio
$789K +$721K +2,729 New
EI
1828
Ellevest Inc
New York
$787K +$98.5K +373 +16%
CWS
1829
Cypress Wealth Services
California
$785K -$39.6K -150 -5%
9WM
1830
9258 Wealth Management
Ohio
$782K
CFMC
1831
Curbstone Financial Management Corp
New Hampshire
$782K +$709K +2,684 New
FNBOH
1832
First National Bank of Hutchinson
Kansas
$781K -$29.6K -112 -4%
SMC
1833
Smith, Moore & Co
Missouri
$779K +$31.7K +120 +5%
AAM
1834
Ardevora Asset Management
United Kingdom
$778K -$46M -174,288 -98%
TCM
1835
Triumph Capital Management
Colorado
$774K +$680K +2,573 New
RB
1836
Rodgers Brothers
Pennsylvania
$771K +$231K +875 +49%
SHA
1837
Seneca House Advisors
Virginia
$770K +$178K +674 +34%
AIM
1838
Alhambra Investment Management
Florida
$768K +$13.2K +50 +2%
PB
1839
Pinnacle Bancorp
Nebraska
$768K +$119K +450 +21%
SIMM
1840
Stillwater Investment Management (Minnesota)
Minnesota
$767K
LCP
1841
Legacy Capital Partners
Wisconsin
$765K -$236K -893 -25%
JCM
1842
Jacobi Capital Management
Pennsylvania
$765K +$54.1K +205 +8%
KJHP
1843
K.J. Harrison & Partners
Ontario, Canada
$763K -$155K -586 -18%
SDWIA
1844
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$763K -$2.64K -10 -0.4%
LC
1845
LCNB Corp
Ohio
$762K -$19.8K -75 -3%
WPP
1846
Whalerock Point Partners
Rhode Island
$762K +$52.8K +200 +8%
AAM
1847
Ascension Asset Management
New York
$758K
SIG
1848
Sargent Investment Group
Maryland
$758K
Loomis, Sayles & Company
1849
Loomis, Sayles & Company
Massachusetts
$757K +$354K +1,339 +106%
HPC
1850
Hobart Private Capital
North Carolina
$757K -$9.24K -35 -1%