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Name Holding Trade Value Shares
Change
Change in
Stake
RG
626
Rathbones Group
United Kingdom
$2.72M -$330K -19,308 -11%
CIP
627
Convergence Investment Partners
Florida
$2.72M +$277K +16,249 +12%
BCCM
628
Bridge Creek Capital Management
Massachusetts
$2.72M +$102K +6,000 +4%
WFA
629
WMG Financial Advisors
Tennessee
$2.71M -$4.76K -279 -0.2%
SW
630
SVB Wealth
Massachusetts
$2.7M -$10.8K -633 -0.4%
UM
631
UniSuper Management
Australia
$2.68M -$558K -32,684 -18%
MFG
632
Mosaic Financial Group
Illinois
$2.68M +$2.6M +152,113 New
NHC
633
Nicholas Hoffman & Company
Georgia
$2.68M +$102K +5,967 +4%
SA
634
Strategic Advisors
New York
$2.67M -$21.8K -1,277 -0.8%
UB
635
UMB Bank
Missouri
$2.67M -$348K -20,359 -12%
CWM
636
Cornerstone Wealth Management
Missouri
$2.64M -$19.3K -1,128 -0.7%
KC
637
Kepos Capital
New York
$2.64M
LFAS
638
Level Four Advisory Services
Texas
$2.64M -$3.55K -208 -0.1%
EWM
639
Empirical Wealth Management
Washington
$2.62M +$275K +16,083 +12%
TCM
640
Twin Capital Management
Pennsylvania
$2.62M -$168K -9,836 -6%
AA
641
Aire Advisors
California
$2.61M +$602K +35,243 +31%
WIS
642
Wright Investors Service
Connecticut
$2.61M +$527K +30,841 +26%
CAM
643
Cidel Asset Management
Ontario, Canada
$2.61M +$52.7K +3,088 +2%
AG
644
Ascent Group
Virginia
$2.6M -$21.2K -1,239 -0.8%
CWM
645
Concentric Wealth Management
California
$2.6M +$28.9K +1,691 +1%
RWP
646
RWA Wealth Partners
Massachusetts
$2.59M -$12.4K -727 -0.5%
DT
647
Diversified Trust
Tennessee
$2.59M +$279K +16,355 +12%
HH
648
Hilltop Holdings
Texas
$2.57M +$220K +12,877 +10%
PT
649
Plimoth Trust
Massachusetts
$2.57M +$177K +10,387 +8%
CW
650
CreativeOne Wealth
Kansas
$2.55M +$1.27M +74,650 +106%