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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
AE Wealth Management
Kansas
$1.3M +$65.8K +733 +6%
FA
752
FDx Advisors
Illinois
$1.29M – – –
HC
753
Hamilton Capital
Ohio
$1.29M +$157K +1,746 +14%
BBHC
754
Brown Brothers Harriman & Co
New York
$1.28M +$51.8K +577 +4%
NAM
755
Nissay Asset Management
Japan
$1.28M +$189K +2,111 +18%
MWM
756
Meridian Wealth Management
Kentucky
$1.28M -$13.6K -152 -1%
BP
757
Ballentine Partners
Massachusetts
$1.28M +$74.7K +832 +6%
ACMA
758
Arbor Capital Management (Alaska)
Alaska
$1.28M +$28.3K +315 +2%
IB
759
Intrust Bank
Kansas
$1.28M +$57.9K +645 +5%
GSWM
760
Greenup Street Wealth Management
Michigan
$1.27M +$41.1K +458 +3%
YC
761
Yarbrough Capital
Tennessee
$1.27M – – –
9WM
762
9258 Wealth Management
Ohio
$1.27M +$2.33K +26 +0.2%
CC
763
Copperleaf Capital
North Carolina
$1.25M -$45.9K -511 -4%
WWM
764
Western Wealth Management
Colorado
$1.25M +$459K +5,113 +62%
FHB
765
First Hawaiian Bank
Hawaii
$1.23M +$1.19M +13,224 New
NP
766
Nilsine Partners
Colorado
$1.23M +$1.19M +13,216 New
WA
767
Wambolt & Associates
Colorado
$1.22M +$29.9K +333 +3%
FCI
768
Financial Counselors Inc
Kansas
$1.21M -$7.63K -85 -0.7%
SWM
769
Spire Wealth Management
Virginia
$1.2M +$427K +4,756 +58%
MIM
770
Meridiem Investment Management
United Kingdom
$1.2M -$469K -5,220 -29%
CIM
771
Confluence Investment Management
Missouri
$1.2M – – –
RI
772
Ridgewood Investments
New Jersey
$1.18M +$12.2K +136 +1%
CFMC
773
Curbstone Financial Management Corp
New Hampshire
$1.18M -$53.9K -600 -5%
IAA
774
Independent Advisor Alliance
North Carolina
$1.18M -$76.2K -849 -6%
CCM
775
Community Capital Management
Florida
$1.17M +$1.13M +12,600 New