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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1051
Freemont Management
Switzerland
$567K -$61.6K -300 -10%
CMF
1052
Counterpoint Mutual Funds
California
$566K +$553K +2,693 New
HL
1053
HeadInvest LLC
Maine
$565K -$36.8K -179 -6%
LPT
1054
Legacy Private Trust
Wisconsin
$565K -$223K -1,085 -29%
LWCFA
1055
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$563K +$69.4K +338 +13%
TWM
1056
Trueblood Wealth Management
Ohio
$562K -$2.67K -13 -0.5%
RCA
1057
Resonant Capital Advisors
Wisconsin
$560K +$124K +606 +29%
HP
1058
Haven Private
Florida
$558K -$17.9K -87 -3%
MA
1059
MONECO Advisors
Connecticut
$549K +$82.6K +402 +18%
LIA
1060
Limestone Investment Advisors
New York
$549K +$537K +2,613 New
ICP
1061
Interchange Capital Partners
Pennsylvania
$546K -$82.4K -401 -16%
EB
1062
Eastern Bank
Massachusetts
$546K -$394K -1,918 -42%
OWA
1063
One Wealth Advisors
California
$546K +$27.9K +136 +6%
KCIC
1064
Kuhn & Co Investment Counsel
Illinois
$544K +$616 +3 +0.1%
SEA
1065
Stegent Equity Advisors
Texas
$533K +$2.88K +14 +0.6%
SS
1066
SBI Securities
Japan
$532K -$125K -611 -19%
MWM
1067
Meadowbrook Wealth Management
New York
$532K -$10.3K -50 -2%
APW
1068
Aventura Private Wealth
Florida
$529K -$33.5K -163 -6%
CPBTD
1069
Central Pacific Bank - Trust Division
Hawaii
$527K -$697K -3,391 -57%
OFO
1070
OneAscent Family Office
Alabama
$525K +$88.5K +431 +21%
PFA
1071
Pure Financial Advisors
California
$524K +$165K +801 +47%
BOH
1072
Bank of Hawaii
Hawaii
$523K -$5.75K -28 -1%
IAS
1073
Insigneo Advisory Services
Florida
$522K +$124K +603 +32%
VSQM
1074
V-Square Quantitative Management
Illinois
$521K +$92.8K +452 +22%
CFS
1075
Coordinated Financial Services
Colorado
$519K -$2.46K -12 -0.5%