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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
551
Evergreen Capital Management
Washington
$582K +$119K +350 +25%
ATC
552
Argent Trust Co
Tennessee
$582K +$587K +1,727 New
BMWM
553
Brown Miller Wealth Management
Virginia
$580K +$585K +1,721 New
ZIC
554
ZWJ Investment Counsel
Georgia
$579K -$24.8K -73 -4%
CCM
555
Coldstream Capital Management
Washington
$575K -$16.7K -49 -3%
NW
556
NewEdge Wealth
Pennsylvania
$575K +$77.5K +228 +15%
MYAM
557
Meiji Yasuda Asset Management
Japan
$568K – – –
GFP
558
Gryphon Financial Partners
Ohio
$565K +$1.7K +5 +0.3%
DIM
559
Delta Investment Management
California
$562K -$60.1K -177 -10%
NMIMC
560
Northwestern Mutual Investment Management Company
Wisconsin
$561K -$340 -1 -0.1%
P
561
Pitcairn
Pennsylvania
$560K -$17K -50 -3%
EB
562
Eastern Bank
Massachusetts
$556K – – –
FPCG
563
Forum Private Client Group
Indiana
$550K +$3.4K +10 +0.6%
LCWP
564
Legacy Capital Wealth Partners
Arkansas
$548K +$34.3K +101 +7%
DA
565
Denali Advisors
California
$542K -$307K -902 -36%
MLL
566
Moody Lynn & Lieberson
Massachusetts
$541K -$17K -50 -3%
GIM
567
Goelzer Investment Management
Indiana
$540K -$9.18K -27 -2%
MAM
568
Mullooly Asset Management
New Jersey
$538K +$542K +1,596 New
HP
569
Haven Private
Florida
$532K +$1.36K +4 +0.3%
MOS
570
MGO One Seven
Ohio
$523K +$45.5K +134 +9%
FFM
571
Forum Financial Management
Illinois
$518K -$1.7K -5 -0.3%
KCIC
572
Kuhn & Co Investment Counsel
Illinois
$516K – – –
SCA
573
Sage Capital Advisors
South Dakota
$506K – – –
CI
574
Corient IA
Florida
$506K +$510K +1,500 New
MFG
575
Merit Financial Group
Georgia
$504K +$97.5K +287 +24%