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Name Holding Trade Value Shares
Change
Change in
Stake
WF
326
Welch & Forbes
Massachusetts
$699K -$96 -1 -0%
WWM
327
Western Wealth Management
Colorado
$684K -$657K -6,872 -50%
Janney Montgomery Scott
328
Janney Montgomery Scott
Pennsylvania
$671K -$31.3K -328 -5%
SIA
329
Schechter Investment Advisors
Michigan
$669K +$382 +4 +0.1%
Vanguard Personalized Indexing Management
330
Vanguard Personalized Indexing Management
California
$667K -$63.3K -662 -9%
SAM
331
Silvercrest Asset Management
New York
$663K -$1.15K -12 -0.2%
KLC
332
Knowledge Leaders Capital
Colorado
$659K +$226K +2,362 +56%
KRSITF
333
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$651K
US Bancorp
334
US Bancorp
Minnesota
$649K -$58.7K -614 -9%
CB
335
Commerce Bank
Missouri
$648K +$43.2K +452 +7%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$647K +$34.1K +357 +6%
VIA
337
Vident Investment Advisory
Georgia
$647K +$78.1K +817 +14%
Fisher Asset Management
338
Fisher Asset Management
Washington
$628K -$33.5K -351 -5%
ECM
339
Everence Capital Management
Indiana
$624K +$300K +3,140 +101%
O
340
Ossiam
France
$613K -$142K -1,484 -19%
LCM
341
Logan Capital Management
Pennsylvania
$608K
OFA
342
Oak Family Advisors
Illinois
$605K +$287 +3 +0%
AWS
343
Atria Wealth Solutions
New York
$604K +$91K +952 +19%
CIM
344
Contravisory Investment Management
Massachusetts
$603K +$78.8K +825 +16%
Cambridge Investment Research Advisors
345
Cambridge Investment Research Advisors
Iowa
$601K -$237K -2,481 -29%
CAN
346
Cetera Advisor Networks
California
$601K +$168K +1,756 +41%
SI
347
Sapience Investments
California
$596K -$72.8K -762 -11%
LRPA
348
L. Roy Papp & Associates
Arizona
$588K
KBFS
349
Kohmann Bosshard Financial Services
Ohio
$587K -$63.7K -666 -10%
CF
350
Copperwynd Financial
Arizona
$584K -$3.15K -33 -0.6%