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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1226
CenterStar Asset Management
Illinois
$1.54M
FPS
1227
Fieldpoint Private Securities
Connecticut
$1.53M +$369K +17,089 +32%
OC
1228
Oakworth Capital
Alabama
$1.53M +$85.8K +3,980 +6%
MG
1229
Mather Group
Illinois
$1.53M +$551K +25,554 +57%
MYLI
1230
Meiji Yasuda Life Insurance
Japan
$1.53M -$492K -22,823 -25%
CRI
1231
Colonial River Investments
Virginia
$1.52M +$1.52M +70,432 New
SFG
1232
Summit Financial Group
West Virginia
$1.52M +$24.9K +1,157 +2%
DWA
1233
Douglass Winthrop Advisors
New York
$1.51M -$93.6K -4,342 -6%
CA
1234
Commerzbank Aktiengesellschaft
Germany
$1.51M -$91.7K -4,250 -6%
P
1235
Pitcairn
Pennsylvania
$1.51M -$327K -15,165 -18%
PMG
1236
ProVise Management Group
Florida
$1.51M +$94.8K +4,396 +7%
SFG
1237
SevenBridge Financial Group
Pennsylvania
$1.51M -$198K -9,203 -12%
HZ
1238
Hixon Zuercher
Ohio
$1.51M -$15.9K -736 -1%
MWM
1239
Midwest Wealth Management
Indiana
$1.51M +$1.5M +69,374 New
WP
1240
WealthSource Partners
California
$1.51M +$215K +9,951 +17%
MHIC
1241
Marble Harbor Investment Counsel
Massachusetts
$1.5M -$87.2K -4,045 -6%
OFG
1242
OmniStar Financial Group
North Carolina
$1.5M +$746K +34,593 +100%
RSWM
1243
Robertson Stephens Wealth Management
California
$1.5M +$689K +31,970 +86%
CIM
1244
Corda Investment Management
Texas
$1.5M +$1.49M +69,093 New
CCT
1245
Capital City Trust
Florida
$1.5M -$234K -10,846 -14%
ECG
1246
Edge Capital Group
Georgia
$1.5M +$747K +34,642 +102%
CWM
1247
Cedar Wealth Management
California
$1.5M +$537K +24,879 +56%
PPP
1248
Private Portfolio Partners
New Jersey
$1.49M -$207K -9,583 -12%
OWM
1249
OneAscent Wealth Management
Alabama
$1.48M +$1.47M +68,063 New
RWA
1250
River Wealth Advisors
Pennsylvania
$1.47M -$200K -9,276 -12%