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Name Holding Trade Value Shares
Change
Change in
Stake
NB
701
NBT Bank
New York
$831K -$8.33K -100 -0.8%
IIM
702
Ipswich Investment Management
Massachusetts
$820K
BCM
703
Becker Capital Management
Oregon
$819K
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$814K -$11.7K -140 -1%
BWM
705
Buckley Wealth Management
Nevada
$812K -$147K -1,765 -13%
ADBIC
706
A.D. Beadell Investment Counsel
Wisconsin
$807K +$66.5K +799 +8%
NAMP
707
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$806K -$18.7K -225 -2%
WMP
708
Wealth Management Partners
Arizona
$803K
TFS
709
TrustCore Financial Services
Tennessee
$799K
SCA
710
Spearhead Capital Advisors
Florida
$798K -$8.43M -101,199 -90%
WT
711
Whittier Trust
California
$795K -$311K -3,730 -25%
BAM
712
Blueshift Asset Management
New Jersey
$793K -$145K -1,747 -13%
VCA
713
Verdence Capital Advisors
Maryland
$792K -$34.2K -411 -4%
WHCI
714
W.H. Cornerstone Investments
Massachusetts
$790K +$896K +10,755 New
ABP
715
Arthur B. Page
$788K -$16.7K -200 -2%
TC
716
TownSquare Capital
Utah
$788K +$928K +11,143 New
WBCM
717
Wilson & Boucher Capital Management
California
$787K -$11.7K -140 -1%
RBC
718
Romano Brothers & Co
Illinois
$786K +$926K +11,121 New
HI
719
Horizon Investments
North Carolina
$784K +$533K +6,402 +135%
FWM
720
Foresight Wealth Management
Utah
$782K +$40.6K +488 +5%
CA
721
Cullinan Associates
Kentucky
$778K
CTFG
722
Capstone Triton Financial Group
Oklahoma
$772K +$25.1K +301 +3%
Vontobel Holding
723
Vontobel Holding
Switzerland
$763K +$148K +1,780 +20%
BEI
724
Benjamin Edwards Inc
Missouri
$761K +$33.8K +406 +4%
RIM
725
Redpoint Investment Management
Australia
$760K -$48.6K -584 -5%