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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
676
John W. Bristol & Co
New York
$1.02M
AI
677
AXS Investments
New York
$1.02M +$1.01M +12,092 New
GT
678
Greenleaf Trust
Michigan
$1.02M +$294K +3,515 +41%
SMC
679
Smith, Moore & Co
Missouri
$1.02M +$22.6K +270 +2%
BP
680
Ballentine Partners
Massachusetts
$1.01M -$60.6K -723 -6%
NB
681
NBT Bank
New York
$1M +$38.9K +465 +4%
DMBA
682
Deseret Mutual Benefit Administrators
Utah
$1M -$49.6K -592 -5%
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$986K -$79.2K -945 -8%
NAMP
684
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$985K +$64.9K +775 +7%
GL
685
GHE LLC
Tennessee
$983K -$176K -2,103 -15%
VCA
686
Verdence Capital Advisors
Maryland
$983K -$2.09K -25 -0.2%
IIM
687
Ipswich Investment Management
Massachusetts
$983K
BCM
688
Becker Capital Management
Oregon
$981K +$81K +967 +9%
SCM
689
Spreng Capital Management
Ohio
$974K -$6.28K -75 -0.7%
WMP
690
Wealth Management Partners
Arizona
$967K -$83.8K -1,000 -8%
BCV
691
Banque Cantonale Vaudoise
Switzerland
$962K +$243K +2,900 +34%
ABP
692
Arthur B. Page
$961K -$31.4K -375 -3%
RIM
693
Redpoint Investment Management
Australia
$960K +$177K +2,119 +23%
SAM
694
Seelaus Asset Management
New Jersey
$959K +$398K +4,753 +72%
TFS
695
TrustCore Financial Services
Tennessee
$957K
WBCM
696
Wilson & Boucher Capital Management
California
$955K -$64K -764 -6%
PPW
697
Pinnacle Private Wealth
Massachusetts
$951K -$2.43K -29 -0.3%
TCM
698
Teza Capital Management
Illinois
$947K +$936K +11,180 New
WMS
699
Wealth Management Solutions
Pennsylvania
$944K -$126K -1,503 -12%
CA
700
Cullinan Associates
Kentucky
$932K