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Name Holding Trade Value Shares
Change
Change in
Stake
APG
776
Abacus Planning Group
South Carolina
$570K +$1.18K +16 +0.2%
CPA
777
Court Place Advisors
Maryland
$569K -$29.4K -400 -5%
WF
778
Welch & Forbes
Massachusetts
$569K
MA
779
Montag & Associates
Georgia
$568K
AI
780
ArchPoint Investors
Florida
$567K -$10.3K -140 -2%
BOTW
781
Bank of the West
California
$564K -$1.47K -20 -0.3%
S
782
SimplyRich
California
$564K
BS
783
Boenning & Scattergood
Pennsylvania
$564K +$546K +7,413 New
PL
784
Parkwood LLC
Ohio
$560K -$50.6K -687 -9%
GAM
785
Gould Asset Management
California
$558K
Lido Advisors
786
Lido Advisors
California
$557K +$192K +2,608 +55%
CHJWM
787
Carlton Hofferkamp & Jenks Wealth Management
Texas
$556K -$22.4K -304 -4%
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$555K +$386K +5,243 +256%
GT
789
Greenleaf Trust
Michigan
$554K +$97.9K +1,330 +22%
SWM
790
Stockman Wealth Management
Montana
$544K -$70.6K -959 -12%
MLIC
791
Mandatum Life Insurance Company
Finland
$540K +$13.2K +180 +3%
Fiera Capital (Canada)
792
Fiera Capital (Canada)
Quebec, Canada
$540K +$60.3K +819 +13%
RA
793
Rational Advisors
New York
$536K -$151K -2,056 -23%
CCB
794
Cutter & Co Brokerage
Missouri
$534K -$60.6K -824 -11%
Fuller & Thaler Asset Management
795
Fuller & Thaler Asset Management
California
$533K
MHS
796
M Holdings Securities
Oregon
$533K +$39K +530 +8%
Cetera Investment Advisers
797
Cetera Investment Advisers
Illinois
$528K +$180K +2,442 +54%
BTW
798
Boston Trust Walden
Massachusetts
$527K -$53.7K -730 -10%
DC
799
Davenport & Co
Virginia
$525K +$25.9K +352 +5%
FI
800
FormulaFolio Investments
Michigan
$522K +$505K +6,859 New