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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1026
Keel Point
Alabama
$904K +$61.9K +372 +7%
IIC
1027
Ironwood Investment Counsel
Arizona
$899K -$3.66K -22 -0.4%
NorthRock Partners
1028
NorthRock Partners
Minnesota
$896K +$34.9K +210 +4%
SIG
1029
Sargent Investment Group
Maryland
$892K +$154K +927 +21%
OWA
1030
Outlook Wealth Advisors
Texas
$887K +$2.33K +14 +0.3%
Synovus Financial
1031
Synovus Financial
Georgia
$884K -$34.1K -205 -4%
RMCM
1032
Reynders McVeigh Capital Management
Massachusetts
$883K -$2.49K -15 -0.3%
Brighton Jones LLC
1033
Brighton Jones LLC
Washington
$881K +$120K +720 +16%
PTP
1034
Platform Technology Partners
New York
$875K +$491K +2,950 +125%
EWM
1035
EPG Wealth Management
Georgia
$874K +$109K +653 +14%
LJHT
1036
Laurie J. Hall Trustee
$869K – – –
PCG
1037
Prosperity Consulting Group
Maryland
$866K -$763K -4,590 -47%
IIA
1038
ICW Investment Advisors
Arizona
$866K +$45.2K +272 +5%
Blue Trust Inc
1039
Blue Trust Inc
Georgia
$862K +$165K +992 +23%
FRA
1040
Frank Rimerman Advisors
California
$861K -$27.6K -166 -3%
BFA
1041
Bright Financial Advisors
Michigan
$859K – – –
MFC
1042
Mechanics Financial Corp
Ohio
$857K -$4.99K -30 -0.6%
KCM
1043
Kathmere Capital Management
Pennsylvania
$856K -$161K -967 -16%
TAM
1044
Trust Asset Management
Texas
$855K +$69K +415 +9%
OneDigital Investment Advisors
1045
OneDigital Investment Advisors
Kansas
$850K +$10.5K +63 +1%
FDCP
1046
Foster Dykema Cabot & Partners
Massachusetts
$841K -$1.66K -10 -0.2%
MA
1047
Mutual Advisors
Nebraska
$839K +$296K +1,779 +48%
BCM
1048
Brasada Capital Management
Texas
$838K -$39.1K -235 -4%
1SB
1049
1ST Source Bank
Indiana
$835K -$22.9K -138 -3%
CASB
1050
Cape Ann Savings Bank
Massachusetts
$830K +$56.7K +341 +7%