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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
3101
RW Investment Management
Idaho
$5.03M +$337K +1,856 +7%
AF
3102
Aldebaran Financial
$5.03M -$388K -2,133 -7%
EB
3103
Exchange Bank
California
$5.03M -$204K -1,121 -4%
KPWG
3104
KFA Private Wealth Group
Virginia
$5.03M +$300K +1,648 +6%
WHCI
3105
W.H. Cornerstone Investments
Massachusetts
$5.03M -$613K -3,369 -10%
FNBOH
3106
First National Bank of Hutchinson
Kansas
$5.02M -$252K -1,387 -5%
FB
3107
First Bancorp
Maine
$5.01M -$177K -974 -3%
JCM
3108
Jacobsen Capital Management
Utah
$5M +$87.3K +480 +2%
WWS
3109
Wellington Wealth Strategies
Indiana
$4.99M +$5.3M +29,128 New
WFS
3110
Widmann Financial Services
Maryland
$4.99M +$64.2K +353 +1%
VAM
3111
Vienna Asset Management
California
$4.99M +$1.85M +10,180 +54%
PTC
3112
Provident Trust Company
Wisconsin
$4.99M
NCM
3113
Noesis Capital Mangement
Florida
$4.98M -$939K -5,165 -15%
CJFS
3114
Coulter & Justus Financial Services
Tennessee
$4.98M +$4.8M +26,380 +989%
EWG
3115
Executive Wealth Group
Washington
$4.98M +$3.37M +18,548 +200%
AWM
3116
Act Wealth Management
Texas
$4.97M -$176K -966 -3%
GDP
3117
Great Diamond Partners
Maine
$4.97M -$693K -3,811 -12%
WDL
3118
Well Done LLC
Michigan
$4.97M +$296K +1,630 +6%
AAM
3119
Auxier Asset Management
Oregon
$4.97M -$4.91K -27 -0.1%
BIA
3120
Bell Investment Advisors
California
$4.95M -$112K -616 -2%
LAS
3121
LWM Advisory Services
Florida
$4.95M -$226K -1,245 -4%
OCPWS
3122
One Charles Private Wealth Services
Massachusetts
$4.95M -$147K -806 -3%
AGAM
3123
Audent Global Asset Management
California
$4.95M +$949K +5,221 +22%
UAM
3124
Unison Asset Management
Florida
$4.94M +$164K +903 +3%
TFA
3125
Trinity Financial Advisors
Ohio
$4.93M -$149K -819 -3%