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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
626
HBW Advisory Services
California
$4.57M -$587K -21,310 -12%
CFO
627
Callan Family Office
Pennsylvania
$4.56M +$3.13M +113,552 +258%
FM
628
Foster & Motley
Ohio
$4.55M -$67.8K -2,462 -2%
GRP
629
Global Retirement Partners
California
$4.54M +$4.32M +156,932 New
VF
630
Vest Financial
Virginia
$4.53M +$1.03M +37,349 +31%
BCCM
631
Bridge Creek Capital Management
Massachusetts
$4.52M -$4.99K -181 -0.1%
CE
632
Cornerstone Enterprises
Wisconsin
$4.52M +$4.3M +156,183 New
SAM
633
Shell Asset Management
Netherlands
$4.51M +$933K +33,866 +28%
IAIM
634
International Assets Investment Management
Florida
$4.51M -$689 -25 -0%
CK
635
Cohen Klingenstein
New York
$4.48M
ANTB
636
AMG National Trust Bank
Colorado
$4.47M +$12.8K +466 +0.3%
DWM
637
Dakota Wealth Management
Florida
$4.47M +$2.43M +88,042 +132%
EH
638
Equitable Holdings
New York
$4.47M +$224K +8,121 +6%
EPW
639
Evergreen Private Wealth
Colorado
$4.47M -$390K -14,145 -8%
FCH
640
Freestone Capital Holdings
Washington
$4.47M -$19.2K -696 -0.4%
MAS
641
Meeder Advisory Services
Ohio
$4.45M +$363K +13,173 +9%
OAM
642
Ostrum Asset Management
France
$4.43M -$600K -21,784 -12%
FRA
643
Frank Rimerman Advisors
California
$4.43M -$40K -1,451 -0.9%
DAS
644
Dynamic Advisor Solutions
Arizona
$4.42M -$418K -15,153 -9%
NEI
645
Northwest & Ethical Investments
Ontario, Canada
$4.42M -$6.98M -253,316 -62%
ACM
646
Argyle Capital Management
Pennsylvania
$4.4M -$52.9K -1,920 -1%
MFG
647
MidWestOne Financial Group
Iowa
$4.38M -$4.41K -160 -0.1%
CAG
648
Csenge Advisory Group
Florida
$4.37M -$41.3K -1,499 -0.9%
WHG
649
Westwood Holdings Group
Texas
$4.33M -$173K -6,263 -4%
AA
650
Aire Advisors
California
$4.31M +$16.5K +600 +0.4%