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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1076
Court Place Advisors
Maryland
$818K -$62.6K -3,441 -6%
DI
1077
Diligent Investors
California
$818K +$20.7K +1,137 +2%
F
1078
F3Logic
Minnesota
$818K +$24.6K +1,354 +3%
LS
1079
Livforsakringsbolaget Skandia
Sweden
$816K -$3.87M -212,600 -80%
CCT
1080
Capital City Trust
Florida
$813K -$96.4K -5,298 -9%
SWMP
1081
Signature Wealth Management Partners
New Jersey
$813K -$24.4K -1,339 -2%
Loomis, Sayles & Company
1082
Loomis, Sayles & Company
Massachusetts
$813K +$810K +44,521 +526%
TCM
1083
Triumph Capital Management
Colorado
$812K +$485K +26,680 +102%
IA
1084
IFG Advisory
Georgia
$811K +$172K +9,450 +22%
MSFP
1085
Mark Sheptoff Financial Planning
Connecticut
$810K -$332K -18,241 -26%
SFG
1086
Summit Financial Group
West Virginia
$810K -$1.09K -60 -0.1%
FM
1087
Foster & Motley
Ohio
$804K +$22.8K +1,251 +2%
BST
1088
Bath Savings Trust
Maine
$803K +$40.2K +2,207 +4%
BTI
1089
Blue Trust Inc
Georgia
$803K +$117K +6,435 +20%
SFS
1090
Solitude Financial Services
Virginia
$803K +$176K +9,675 +23%
DIP
1091
DT Investment Partners
Pennsylvania
$801K +$81.5K +4,477 +9%
PWLP
1092
Prio Wealth Limited Partnership
Massachusetts
$798K -$22.8K -1,254 -2%
HI
1093
Humankind Investments
New York
$797K +$239K +13,127 +34%
BAM
1094
Byrne Asset Management
New Jersey
$794K +$155K +8,500 +20%
MCA
1095
MSH Capital Advisors
Arizona
$793K -$15.5K -850 -2%
SB
1096
Strategic Blueprint
Georgia
$790K -$93.4K -5,133 -9%
BAM
1097
Beaumont Asset Management
Texas
$789K +$27.1K +1,492 +3%
RCAG
1098
Rehmann Capital Advisory Group
Michigan
$786K -$63.4K -3,484 -6%
TCBWMS
1099
Texas Capital Bank Wealth Management Services
Texas
$786K -$437 -24 -0%
PCG
1100
Prosperity Consulting Group
Maryland
$786K +$63.2K +3,475 +7%