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Name Holding Trade Value Shares
Change
Change in
Stake
LC
2651
Landaas & Company
Wisconsin
$5.31M +$711K +4,692 +14%
HWMA
2652
Heritage Wealth Management (Arizona)
Arizona
$5.3M -$71.2K -470 -1%
BFWA
2653
Benchmark Financial Wealth Advisors
Florida
$5.28M +$104K +687 +2%
DCM
2654
Delta Capital Management
New Jersey
$5.28M +$28K +185 +0.5%
CCM
2655
Cribstone Capital Management
Maine
$5.28M +$392K +2,591 +7%
CFS
2656
Capital Financial Services
New York
$5.26M -$11.4K -75 -0.2%
HCM
2657
Hall Capital Management
Rhode Island
$5.25M -$60.1K -397 -1%
PWM
2658
PBMares Wealth Management
Virginia
$5.24M +$149K +985 +3%
EM
2659
ELCO Management
New York
$5.23M -$185K -1,221 -3%
MLA
2660
My Legacy Advisors
Oregon
$5.23M +$281K +1,855 +5%
GAM
2661
Gemmer Asset Management
California
$5.23M -$9.45M -62,416 -62%
FC
2662
Financial Council
Maryland
$5.23M +$13.5K +89 +0.2%
SDWMA
2663
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.23M -$44.5K -294 -0.8%
SG
2664
Somerset Group
Minnesota
$5.22M -$26.4K -174 -0.5%
UIA
2665
Ulland Investment Advisors
Minnesota
$5.22M -$418K -2,760 -7%
TC
2666
Taika Capital
Florida
$5.21M -$2.62M -17,300 -31%
AWM
2667
Act Wealth Management
Texas
$5.21M +$534K +3,528 +10%
LF
2668
LifeSteps Financial
California
$5.21M -$261K -1,725 -4%
DAM
2669
Deltec Asset Management
New York
$5.21M -$1.52M -10,020 -21%
WAL
2670
W Advisors LLC
Tennessee
$5.21M +$23.2K +153 +0.4%
FCIM
2671
Fairview Capital Investment Management
California
$5.2M -$83.3K -550 -1%
TCPWM
2672
Traverso Chambers Private Wealth Management
California
$5.2M +$35.4K +234 +0.6%
BLC
2673
Brown, Lisle/Cummings
Rhode Island
$5.2M -$98.3K -649 -2%
EWA
2674
Encompass Wealth Advisors
Oregon
$5.19M -$340K -2,243 -6%
TFF
2675
The Family Firm
Maryland
$5.19M +$1.21K +8 +0%