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Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1276
Harbour Capital Advisors
Virginia
$566K -$6.17K -232 -1%
KA
1277
KLCM Advisors
Wisconsin
$565K +$233K +8,771 +70%
SCM
1278
Sandler Capital Management
New York
$564K +$317K +11,916 +129%
SC
1279
Saturna Capital
Washington
$556K
BWP
1280
Baldwin Wealth Partners
Massachusetts
$556K +$121K +4,566 +28%
FWM
1281
Focused Wealth Management
New York
$553K -$31K -1,166 -5%
GAM
1282
Gemmer Asset Management
California
$549K +$154K +5,803 +39%
FFA
1283
Fragasso Financial Advisors
Pennsylvania
$548K +$68.6K +2,578 +14%
NFG
1284
Nadler Financial Group
Illinois
$547K -$4.76K -179 -0.9%
PMFA
1285
Plante Moran Financial Advisors
Michigan
$547K +$41K +1,540 +8%
SFA
1286
Sequoia Financial Advisors
Ohio
$538K +$33.1K +1,244 +7%
IF
1287
IRON Financial
Illinois
$537K -$7.29K -274 -1%
CPO
1288
Cerity Partners OCIO
New York
$535K +$10.9K +409 +2%
CFN
1289
Cordasco Financial Network
Florida
$534K -$3.51K -132 -0.7%
SWM
1290
Segment Wealth Management
Texas
$534K +$46.1K +1,732 +9%
MBT
1291
Montecito Bank & Trust
California
$534K +$61.6K +2,317 +13%
BBNB
1292
Baker Boyer National Bank
Washington
$530K +$27.1K +1,019 +5%
RHJA
1293
Rice Hall James & Associates
California
$523K -$7.02K -264 -1%
AWS
1294
Aris Wealth Services
Pennsylvania
$523K +$14.4K +543 +3%
Carson Wealth (CWM LLC)
1295
Carson Wealth (CWM LLC)
Nebraska
$522K +$16.4K +617 +3%
WC
1296
Whitney & Co
New York
$519K +$162K +6,108 +46%
Dodge & Cox
1297
Dodge & Cox
California
$511K -$17.6K -662 -3%
BMC
1298
Benin Management Corp
Connecticut
$511K +$45.8K +1,721 +10%
ECAM
1299
East Coast Asset Management
Massachusetts
$510K
ICM
1300
IMS Capital Management
Oregon
$509K