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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
701
Boyd Watterson Asset Management
Ohio
$631K – – –
CWA
702
Cura Wealth Advisors
Illinois
$629K +$43.8K +650 +8%
CAM
703
Cozad Asset Management
Illinois
$628K -$35.7K -530 -6%
MA
704
Mutual Advisors
Nebraska
$628K -$9.9K -147 -2%
RHDIC
705
R.H. Dinel Investment Counsel
California
$626K – – –
BFO
706
Boston Family Office
Massachusetts
$623K – – –
CPA
707
Cardiff Park Advisors
California
$622K +$4.38K +65 +0.8%
PIM
708
Pullen Investment Management
Florida
$621K +$35.6K +529 +7%
BA
709
Bridgewater Advisors
New York
$617K +$634K +9,418 New
TCA
710
Transcend Capital Advisors
New Jersey
$616K +$40K +594 +8%
PBT
711
Pictet Bank & Trust
Bahamas
$616K -$17.2K -255 -3%
CWM
712
Chemistry Wealth Management
New York
$615K +$1.35K +20 +0.2%
KCM
713
Kathmere Capital Management
Pennsylvania
$615K +$242K +3,590 +75%
MCA
714
MSH Capital Advisors
Arizona
$615K -$60.6K -899 -10%
PTC
715
Philadelphia Trust Company
Pennsylvania
$612K – – –
UMB Bank
716
UMB Bank
Missouri
$606K -$18.7K -278 -3%
LWAM
717
Legacy Wealth Asset Management
Minnesota
$605K -$2.49K -37 -0.4%
Williams Jones Wealth Management
718
Williams Jones Wealth Management
New York
$605K +$10.9K +162 +2%
BC
719
Broadwater Capital
Massachusetts
$604K – – –
Ameritas Advisory Services
720
Ameritas Advisory Services
Nebraska
$601K -$1.28K -19 -0.2%
AWAU
721
Alliance Wealth Advisors (Utah)
Utah
$600K +$179K +2,657 +48%
CC
722
Callan Capital
California
$598K +$164K +2,429 +42%
BHPW
723
Beverly Hills Private Wealth
California
$597K +$3.37K +50 +0.6%
Choate Investment Advisors
724
Choate Investment Advisors
Massachusetts
$596K +$42.2K +627 +8%
LSIA
725
LaSalle St. Investment Advisors
Illinois
$592K +$7.75K +115 +1%