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Name Holding Trade Value Shares
Change
Change in
Stake
RG
676
Retirement Group
California
$3.11M +$684K +36,945 +27%
UBV
677
United Bank (Virginia)
Virginia
$3.1M -$31K -1,674 -1%
CWM
678
Concentric Wealth Management
California
$3.1M +$35.7K +1,927 +1%
Assenagon Asset Management
679
Assenagon Asset Management
Luxembourg
$3.09M +$1.57M +85,054 +97%
EWA
680
EP Wealth Advisors
California
$3.08M -$321K -17,372 -9%
VC
681
Vicus Capital
Pennsylvania
$3.06M -$5.68K -307 -0.2%
Lido Advisors
682
Lido Advisors
California
$3.06M -$2.18M -117,805 -41%
MOS
683
MGO One Seven
Ohio
$3.06M +$416K +22,504 +15%
FB
684
Fulton Bank
Pennsylvania
$3.06M +$958K +51,782 +43%
BCCM
685
Bridge Creek Capital Management
Massachusetts
$3.05M +$13.4K +722 +0.4%
GCAC
686
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.04M -$131K -7,077 -3%
LW
687
Linscomb Wealth
Texas
$3.02M -$4.35M -235,204 -58%
SW
688
SVB Wealth
Massachusetts
$3.01M -$1.31M -70,574 -29%
ACM
689
Advance Capital Management
Michigan
$3.01M -$54.7K -2,955 -2%
SL
690
Summitry LLC
California
$3M +$384K +20,752 +14%
BBHC
691
Brown Brothers Harriman & Co
New York
$3M +$102K +5,535 +3%
DAS
692
Dynamic Advisor Solutions
Arizona
$2.99M +$923K +49,885 +42%
CI
693
Cigna Investments
Connecticut
$2.98M -$881K -47,628 -22%
AIA
694
Affinity Investment Advisors
California
$2.98M -$5.24K -283 -0.2%
SCM
695
Schnieders Capital Management
California
$2.96M -$615K -33,220 -17%
DIA
696
Dean Investment Associates
Ohio
$2.95M +$1.1M +59,633 +56%
WTC
697
WhitTier Trust Company
Nevada
$2.95M -$392K -21,188 -11%
ACM
698
Alta Capital Management
Utah
$2.95M +$754K +40,762 +33%
SM
699
Sciencast Management
New Jersey
$2.95M +$3.04M +164,278 New
RCA
700
Riverview Capital Advisers
Massachusetts
$2.95M -$2.09K -113 -0.1%