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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1201
Aureus Asset Management
Massachusetts
$1.21M +$28.3K +166 +2%
FW
1202
FullCircle Wealth
Texas
$1.21M +$14.5K +85 +1%
Luther King Capital Management (LKCM)
1203
Luther King Capital Management (LKCM)
Texas
$1.2M +$17.2K +101 +1%
BOH
1204
Bank of Hawaii
Hawaii
$1.2M +$236K +1,384 +25%
UB
1205
UMB Bank
Missouri
$1.2M -$33.7K -198 -3%
MWM
1206
Mission Wealth Management
California
$1.19M +$49.6K +291 +4%
RWB
1207
RMR Wealth Builders
New Jersey
$1.19M +$41.1K +241 +4%
CWM
1208
Cornerstone Wealth Management
Missouri
$1.19M +$133K +778 +13%
GDP
1209
Great Diamond Partners
Maine
$1.18M +$723K +4,244 +167%
CAG
1210
Csenge Advisory Group
Florida
$1.18M -$15K -88 -1%
HHRDM
1211
H&H Retirement Design & Management
Nevada
$1.18M +$66.5K +390 +7%
SWA
1212
Stratos Wealth Advisors
Ohio
$1.18M -$424K -2,490 -27%
PP
1213
Prudential plc
United Kingdom
$1.18M +$563K +3,303 +95%
HBWM
1214
Hollow Brook Wealth Management
New York
$1.17M
QPBE
1215
Quintet Private Bank (Europe)
Luxembourg
$1.17M -$394K -2,310 -25%
IF
1216
Insight Folios
North Carolina
$1.17M -$20.6K -121 -2%
WPC
1217
Wedmont Private Capital
Pennsylvania
$1.16M -$5.45K -32 -0.5%
PCM
1218
Prelude Capital Management
New York
$1.16M -$5.6M -32,886 -83%
S
1219
Sunpointe
Missouri
$1.16M -$9.54K -56 -0.8%
CFMC
1220
Curbstone Financial Management Corp
New Hampshire
$1.16M -$901K -5,286 -44%
TWM
1221
Trueblood Wealth Management
Ohio
$1.16M +$3.75K +22 +0.3%
MFG
1222
Merit Financial Group
Georgia
$1.16M -$194K -1,140 -15%
TPI
1223
Trust Point Inc
Wisconsin
$1.15M -$2.21K -13 -0.2%
4WM
1224
44 Wealth Management
Oregon
$1.15M +$976K +5,727 New
CCP
1225
Clough Capital Partners
Massachusetts
$1.15M -$2.24M -13,172 -67%