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Name Holding Trade Value Shares
Change
Change in
Stake
AB
1751
Atlas Brown
Kentucky
$860K +$6.54K +21 +0.9%
Capital Impact Advisors
1752
Capital Impact Advisors
Massachusetts
$859K +$745K +2,391 New
CG
1753
Clarus Group
Texas
$858K – – –
AC
1754
ASB Consultores
Florida
$856K +$165K +531 +29%
TF
1755
TimeScale Financial
Massachusetts
$855K +$9.34K +30 +1%
RBC
1756
Rye Brook Capital
Connecticut
$851K – – –
Ritter Daniher Financial Advisory
1757
Ritter Daniher Financial Advisory
Ohio
$851K +$107K +345 +17%
PFS
1758
Physicians Financial Services
North Carolina
$848K +$43.9K +141 +6%
S
1759
Schroders
United Kingdom
$848K +$735K +2,361 New
Schnieders Capital Management
1760
Schnieders Capital Management
California
$847K -$52.3K -168 -7%
Carlson Capital Management
1761
Carlson Capital Management
Minnesota
$847K +$18.7K +60 +3%
TIAM2
1762
Tru Independence Asset Management 2
Oregon
$845K -$542K -1,740 -43%
OIA
1763
Optimum Investment Advisors
Illinois
$845K +$17.8K +57 +2%
LWP
1764
Lumature Wealth Partners
Georgia
$843K -$229K -735 -24%
Moody National Bank Trust Division
1765
Moody National Bank Trust Division
Texas
$842K +$13.1K +42 +2%
Dubuque Bank & Trust
1766
Dubuque Bank & Trust
Iowa
$840K – – –
BMC
1767
Beaton Management Company
Massachusetts
$838K +$28K +90 +4%
Phillips Financial Management
1768
Phillips Financial Management
Indiana
$838K +$726K +2,331 New
Forvis Mazars Wealth Advisors
1769
Forvis Mazars Wealth Advisors
Missouri
$837K -$934 -3 -0.1%
HighTower Trust
1770
HighTower Trust
Texas
$836K -$3.74K -12 -0.5%
F.L. Putnam Investment Management
1771
F.L. Putnam Investment Management
Massachusetts
$835K -$76.6K -246 -10%
AF
1772
Aldebaran Financial
$835K -$69.1K -222 -9%
Virtue Capital Management
1773
Virtue Capital Management
Tennessee
$832K -$75.7K -243 -9%
IAG
1774
Investmark Advisory Group
Connecticut
$831K +$18.7K +60 +3%
Relyea Zuckerberg Hanson
1775
Relyea Zuckerberg Hanson
Connecticut
$829K +$86K +276 +13%