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Name Holding Trade Value Shares
Change
Change in
Stake
FA
751
FDx Advisors
Illinois
$1.29M
HC
752
Hamilton Capital
Ohio
$1.29M +$157K +1,746 +14%
BBHC
753
Brown Brothers Harriman & Co
New York
$1.28M +$51.8K +577 +4%
NAM
754
Nissay Asset Management
Japan
$1.28M +$189K +2,111 +18%
MWM
755
Meridian Wealth Management
Kentucky
$1.28M -$13.6K -152 -1%
BP
756
Ballentine Partners
Massachusetts
$1.28M +$74.7K +832 +6%
ACMA
757
Arbor Capital Management (Alaska)
Alaska
$1.28M +$28.3K +315 +2%
IB
758
Intrust Bank
Kansas
$1.28M +$57.9K +645 +5%
GSWM
759
Greenup Street Wealth Management
Michigan
$1.27M +$41.1K +458 +3%
YC
760
Yarbrough Capital
Tennessee
$1.27M
9WM
761
9258 Wealth Management
Ohio
$1.27M +$2.33K +26 +0.2%
CC
762
Copperleaf Capital
North Carolina
$1.25M -$45.9K -511 -4%
WWM
763
Western Wealth Management
Colorado
$1.25M +$459K +5,113 +62%
FHB
764
First Hawaiian Bank
Hawaii
$1.23M +$1.19M +13,224 New
NP
765
Nilsine Partners
Colorado
$1.23M +$1.19M +13,216 New
WA
766
Wambolt & Associates
Colorado
$1.22M +$29.9K +333 +3%
FCI
767
Financial Counselors Inc
Kansas
$1.21M -$7.63K -85 -0.7%
SWM
768
Spire Wealth Management
Virginia
$1.2M +$427K +4,756 +58%
MIM
769
Meridiem Investment Management
United Kingdom
$1.2M -$469K -5,220 -29%
CIM
770
Confluence Investment Management
Missouri
$1.2M
RI
771
Ridgewood Investments
New Jersey
$1.18M +$12.2K +136 +1%
CFMC
772
Curbstone Financial Management Corp
New Hampshire
$1.18M -$53.9K -600 -5%
IAA
773
Independent Advisor Alliance
North Carolina
$1.18M -$76.2K -849 -6%
CCM
774
Community Capital Management
Florida
$1.17M +$1.13M +12,600 New
MGWM
775
Marks Group Wealth Management
Minnesota
$1.16M +$368K +4,104 +49%