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Name Holding Trade Value Shares
Change
Change in
Stake
H
676
HoyleCohen
California
$18.3M +$314K +1,464 +2%
KWM
677
Kingsview Wealth Management
Oregon
$18.3M +$2.3M +10,727 +15%
CCG
678
Cypress Capital Group
Florida
$18.2M -$1.19M -5,537 -6%
GJIC
679
Gamble Jones Investment Counsel
California
$18.2M -$252K -1,175 -1%
BONST
680
Bank of Nova Scotia Trust
Ontario, Canada
$18M +$230K +1,071 +1%
GI
681
Gradient Investments
Minnesota
$18M +$3.15M +14,674 +22%
BCAM
682
Boston Common Asset Management
Massachusetts
$17.9M -$590K -2,749 -3%
VW
683
Vantage Wealth
California
$17.9M +$4.99M +23,229 +39%
TTWM
684
TCV Trust & Wealth Management
Virginia
$17.8M +$65.5K +305 +0.4%
BOTW
685
Bank of the West
California
$17.7M -$260K -1,209 -1%
KPWS
686
Kestra Private Wealth Services
Texas
$17.7M +$2.35M +10,944 +15%
FMC
687
First Merchants Corp
Indiana
$17.6M +$333K +1,551 +2%
RSS
688
Rosenblum Silverman Sutton
California
$17.6M -$672K -3,131 -4%
OAG
689
Orbis Allan Gray
Bermuda
$17.6M +$17.4M +81,081 New
AMI
690
Amica Mutual Insurance
Rhode Island
$17.5M +$3.19M +14,846 +22%
NMIMC
691
Northwestern Mutual Investment Management Company
Wisconsin
$17.5M -$358K -1,669 -2%
RCYC
692
Richard C. Young & Co
Rhode Island
$17.5M -$559K -2,605 -3%
DT
693
Diversified Trust
Tennessee
$17.5M -$237K -1,105 -1%
N
694
Natixis
France
$17.4M -$21.4M -99,880 -55%
GHA
695
GW Henssler & Associates
Georgia
$17.4M -$123K -575 -0.7%
TA
696
TRB Advisors
New York
$17.3M
CAM
697
Cidel Asset Management
Ontario, Canada
$17.3M -$4.68M -21,814 -21%
AGDR
698
AdamCapital Gestao de Recursos
Brazil
$17.2M -$14.5M -67,361 -46%
SC
699
SouthState Corp
Florida
$17.2M -$299K -1,395 -2%
EHC
700
Everett Harris & Co
California
$17.2M -$79.4K -370 -0.5%