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Name Holding Trade Value Shares
Change
Change in
Stake
EWF
2501
Epstein & White Financial
California
$3.98M +$270K +2,470 +8%
FWC
2502
First Washington Corp
Washington
$3.98M -$1.07M -9,810 -22%
HDIM
2503
Hanson & Doremus Investment Management
Vermont
$3.98M -$158K -1,445 -4%
FPFS
2504
First Personal Financial Services
North Carolina
$3.98M +$1.42K +13 +0%
GDP
2505
Great Diamond Partners
Maine
$3.94M +$605K +5,543 +19%
WGA
2506
Weather Gauge Advisory
Virginia
$3.94M -$1.98M -18,179 -35%
MIM
2507
Miller Investment Management
Pennsylvania
$3.93M
BCA
2508
Biltmore Capital Advisors
New Jersey
$3.92M -$5.42M -49,680 -59%
MW
2509
Marcum Wealth
Ohio
$3.92M +$850K +7,794 +30%
OCM
2510
Osterweis Capital Management
California
$3.91M +$243K +2,224 +7%
OFW
2511
Omnia Family Wealth
Florida
$3.9M -$2.04M -18,689 -36%
BWA
2512
Burt Wealth Advisors
Maryland
$3.89M -$19.6K -180 -0.5%
SCM
2513
Smith Capital Management
Arkansas
$3.88M -$1.01M -9,278 -22%
BL
2514
Balentine LLC
Georgia
$3.88M +$744K +6,820 +26%
TPW
2515
Tiller Private Wealth
Pennsylvania
$3.87M -$69.6K -638 -2%
FA
2516
Faithward Advisors
Pennsylvania
$3.87M -$65.6K -601 -2%
MFP
2517
Meridian Financial Partners
Virginia
$3.86M +$74K +678 +2%
ML
2518
McAdam LLC
Pennsylvania
$3.85M -$63.8K -585 -2%
DCM
2519
Dimension Capital Management
Florida
$3.85M -$1.37M -12,552 -27%
DL
2520
DOHJ LLC
Washington
$3.84M -$184K -1,685 -5%
SIM
2521
SSI Investment Management
California
$3.83M -$94.7K -868 -3%
JDR
2522
Jay D. Rosenbaum
$3.83M -$219K -2,005 -6%
GSIS
2523
Global Strategic Investment Solutions
Arizona
$3.82M +$199K +1,823 +6%
CFG
2524
CMC Financial Group
Georgia
$3.81M -$9.17K -84 -0.3%
LC
2525
Landaas & Company
Wisconsin
$3.81M -$111K -1,018 -3%