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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
851
HBW Advisory Services
California
$1.68M +$220K +11,524 +15%
CC
852
Cannell & Co
New York
$1.67M +$140K +7,300 +9%
ISWM
853
Independent Solutions Wealth Management
New York
$1.67M +$100K +5,255 +6%
HI
854
Horizon Investments
North Carolina
$1.67M -$1.26M -66,094 -43%
CI
855
Cigna Investments
Connecticut
$1.67M -$35K -1,833 -2%
CIA
856
Cohen Investment Advisors
New Hampshire
$1.66M +$93.1K +4,870 +6%
FMAEN1
857
Fund Management at Engine No 1
California
$1.66M +$153K +7,997 +10%
BE
858
Bonness Enterprises
District of Columbia
$1.66M
SAG
859
SageView Advisory Group
California
$1.66M +$1.11M +58,033 +206%
HCM
860
Hengehold Capital Management
Ohio
$1.65M +$126K +6,610 +8%
BHWM
861
Bar Harbor Wealth Management
New Hampshire
$1.65M -$21.6K -1,128 -1%
AWA
862
Arete Wealth Advisors
Illinois
$1.64M -$10.4K -543 -0.6%
JGCM
863
Joseph Group Capital Management
Ohio
$1.64M +$1.63M +85,118 New
CCG
864
Coastwise Capital Group
California
$1.64M +$104K +5,465 +7%
DT
865
Diversified Trust
Tennessee
$1.63M -$144K -7,560 -8%
PG
866
Patten Group
Tennessee
$1.62M +$44K +2,301 +3%
BWP
867
Balboa Wealth Partners
Arizona
$1.62M +$132K +6,904 +9%
GVAG
868
Great Valley Advisor Group
Delaware
$1.61M +$206K +10,757 +15%
SBH
869
Segall Bryant & Hamill
Illinois
$1.61M +$83.8K +4,387 +6%
TH
870
TCTC Holdings
Texas
$1.6M +$5.64K +295 +0.4%
ECM
871
Evergreen Capital Management
Washington
$1.6M +$123K +6,413 +8%
IPW
872
Inlet Private Wealth
Florida
$1.6M -$426K -22,300 -21%
PPC
873
Park Place Capital
Alabama
$1.59M -$210K -10,974 -12%
SWM
874
Sculati Wealth Management
Michigan
$1.59M +$75.5K +3,948 +5%
BSB
875
Bangor Savings Bank
Maine
$1.58M -$90.5K -4,735 -5%