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Name Holding Trade Value Shares
Change
Change in
Stake
CG
876
Colony Group
Massachusetts
$587K +$84.7K +684 +16%
MYAM
877
Meiji Yasuda Asset Management
Japan
$587K +$615K +4,965 New
OMC
878
Old Mission Capital
Illinois
$583K +$610K +4,928 New
PCA
879
Personal Capital Advisors
California
$578K +$75.3K +608 +14%
MSAM
880
Moloney Securities Asset Management
Missouri
$578K +$95.9K +774 +19%
QFA
881
Quattro Financial Advisors
Texas
$578K +$619K +5,000 New
BOPW
882
Brandywine Oak Private Wealth
Pennsylvania
$575K -$107K -863 -15%
KP
883
Keel Point
Alabama
$574K +$601K +4,854 New
AAM
884
Aureus Asset Management
Massachusetts
$573K -$150K -1,213 -20%
II
885
Inspire Investing
Idaho
$571K +$330K +2,661 +123%
WG
886
Winton Group
United Kingdom
$568K -$103K -830 -15%
MHC
887
Meyer Handelman Company
New York
$568K +$596K +4,812 New
OPS
888
Orion Portfolio Solutions
Nebraska
$567K +$82K +662 +16%
HCM
889
Hollencrest Capital Management
California
$565K -$23.9K -193 -4%
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$564K -$21.2K -171 -3%
WAS
891
WESPAC Advisors SoCal
California
$562K
SW
892
SteelPeak Wealth
California
$561K +$134K +1,082 +30%
SIMM
893
Stillwater Investment Management (Minnesota)
Minnesota
$553K +$1.73K +14 +0.3%
HWAM
894
Hennion & Walsh Asset Management
New Jersey
$552K +$578K +4,668 New
SCM
895
Seascape Capital Management
New Hampshire
$547K +$258K +2,082 +82%
CICI
896
Capital Investment Counsel Inc
North Carolina
$544K +$322K +2,600 +130%
DTL
897
Dynamic Technology Lab
Singapore
$540K +$565K +4,562 New
CST
898
Charles Schwab Trust
Nevada
$539K -$86.7K -700 -14%
PWP
899
Principle Wealth Partners
Connecticut
$539K +$124 +1 +0%
MWM
900
Mission Wealth Management
California
$536K +$104K +841 +23%