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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
751
Great Valley Advisor Group
Delaware
$966K +$115K +2,386 +13%
SAM
752
Smithbridge Asset Management
Pennsylvania
$965K +$30.3K +628 +3%
CCM
753
Copeland Capital Management
Pennsylvania
$958K +$94.6K +1,959 +11%
HW
754
Hancock Whitney
Mississippi
$954K -$338 -7 -0%
SCA
755
Snowden Capital Advisors
New York
$952K -$63.3K -1,311 -6%
TG
756
TCW Group
California
$943K +$26.5K +549 +3%
CC
757
Centiva Capital
New York
$939K -$1.68M -34,807 -64%
TSWM
758
Triangle Securities Wealth Management
North Carolina
$929K +$27.3K +565 +3%
SF
759
Summit Financial
New Jersey
$926K +$499K +10,339 +113%
SL
760
Sentry LLC
Tennessee
$924K
WC
761
Woodstock Corp
Massachusetts
$923K -$129K -2,666 -12%
MNBTD
762
Moody National Bank Trust Division
Texas
$916K +$28.3K +587 +3%
BA
763
BCM Advisors
Louisiana
$910K +$28.8K +597 +3%
FFM
764
Forum Financial Management
Illinois
$901K +$7.58K +157 +0.8%
FFA
765
Farther Finance Advisors
California
$894K +$163K +3,387 +21%
ADL
766
Asset Dedication LLC
California
$873K +$10.8K +224 +1%
SFS
767
Sowell Financial Services
Arkansas
$867K +$121K +2,508 +16%
SC
768
Savant Capital
Illinois
$866K -$1.4K -29 -0.2%
V
769
ViaWealth
Kansas
$861K +$965 +20 +0.1%
NBT
770
Northwest Bank & Trust
Iowa
$854K -$20.3K -421 -2%
PCM
771
Parsons Capital Management
Rhode Island
$853K -$195K -4,050 -18%
NAS
772
Nicolet Advisory Services
Wisconsin
$850K +$66.9K +1,385 +8%
PWM
773
Perigon Wealth Management
California
$849K -$389K -8,063 -31%
BBHC
774
Brown Brothers Harriman & Co
New York
$849K +$250K +5,179 +40%
MC
775
Machina Capital
France
$842K -$1.08M -22,473 -56%