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Name Holding Trade Value Shares
Change
Change in
Stake
GI
2551
GS Investments
Minnesota
$9.48M -$49.1K -243 -0.5%
OPTFSNA
2552
Old Point Trust & Financial Services N A
Virginia
$9.47M -$371K -1,835 -4%
WMA
2553
West Michigan Advisors
Michigan
$9.47M +$471K +2,331 +5%
I
2554
INVST
Indiana
$9.47M +$928K +4,597 +11%
NA
2555
Navellier & Associates
Nevada
$9.45M -$72.3K -358 -0.8%
VCP
2556
Vista Capital Partners
Oregon
$9.43M +$1.76M +8,727 +23%
PCM
2557
Poehling Capital Management
Wisconsin
$9.42M +$9.27M +45,924 New
AF
2558
Affiance Financial
Minnesota
$9.41M -$246K -1,219 -3%
QCM
2559
Qsemble Capital Management
New York
$9.4M +$9.25M +45,820 New
HGWM
2560
Horst & Graben Wealth Management
Oregon
$9.39M +$147K +728 +2%
UBG
2561
United Bank (Georgia)
Georgia
$9.38M +$990K +4,901 +12%
LGA
2562
Lebenthal Global Advisors
New York
$9.38M -$219K -1,084 -2%
NWM
2563
Northwest Wealth Management
Iowa
$9.38M -$315K -1,560 -3%
RIM
2564
Reliant Investment Management
Tennessee
$9.35M +$295K +1,463 +3%
MSS
2565
Mitchell Sinkler & Starr
Pennsylvania
$9.34M -$10.8M -53,269 -54%
HWM
2566
Heirloom Wealth Management
Colorado
$9.34M +$17K +84 +0.2%
LCM
2567
LCM Capital Management
Illinois
$9.33M -$270K -1,336 -3%
CAS
2568
Coppell Advisory Solutions
Texas
$9.31M +$1.1M +5,467 +13%
CA
2569
Centerpoint Advisors
Massachusetts
$9.28M -$40.2K -199 -0.4%
SCA
2570
Stokes Capital Advisors
South Carolina
$9.27M -$591K -2,928 -6%
PFSC
2571
Peoples Financial Services Corp
Pennsylvania
$9.26M -$558K -2,762 -6%
SCM
2572
Shorepath Capital Management
Utah
$9.26M +$88.9K +440 +1%
CWMGO
2573
Capstone Wealth Management Group (Oregon)
Oregon
$9.25M -$130K -646 -1%
MWM
2574
Meritas Wealth Management
California
$9.24M -$30.7K -152 -0.3%
KM
2575
KP Management
Minnesota
$9.23M