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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
826
Washington Trust Advisors
Massachusetts
$77.9M -$729K -3,093 -1%
ACM
827
Aljian Capital Management
Nevada
$77.9M -$509K -2,159 -0.7%
TA
828
TRB Advisors
New York
$77.6M
BC
829
Belmont Capital
California
$77.6M -$13.2M -55,906 -15%
RC
830
Roundview Capital
New Jersey
$77.4M +$1.86M +7,885 +3%
SVWAG
831
Sound View Wealth Advisors Group
Georgia
$77.4M +$36.3K +154 +0%
BFIM
832
Beese Fulmer Investment Management
Ohio
$77.4M -$428K -1,817 -0.6%
CSUI
833
Cincinnati Specialty Underwriters Insurance
Ohio
$77.1M
BBA
834
BLB&B Advisors
Pennsylvania
$76.9M -$2.6M -11,011 -3%
CFO
835
Callan Family Office
Pennsylvania
$76.5M +$54.7M +232,105 +316%
PTC
836
Philadelphia Trust Company
Pennsylvania
$76.5M -$2.73M -11,580 -4%
MLL
837
Moody Lynn & Lieberson
Massachusetts
$76.4M -$50.4K -214 -0.1%
SCA
838
Stonebridge Capital Advisors
Minnesota
$76.4M -$414K -1,757 -0.6%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$76.2M +$4.52M +19,178 +7%
CRC
840
Curi RMB Capital
Illinois
$76.2M -$7.13M -30,251 -9%
MLFP
841
MPS Loria Financial Planners
Illinois
$76.1M +$70.7K +300 +0.1%
BFA
842
Bragg Financial Advisors
North Carolina
$76.1M -$287K -1,216 -0.4%
CTA
843
Chesley Taft & Associates
Illinois
$75.5M -$679K -2,881 -0.9%
LBC
844
Lowe Brockenbrough & Co
Virginia
$75.5M -$742K -3,147 -1%
KB
845
Kimelman & Baird
New York
$75.5M -$1.56M -6,637 -2%
BAMCO Inc
846
BAMCO Inc
New York
$75.4M +$224K +951 +0.3%
RIL
847
Rothschild Investment LLC
Illinois
$75.4M -$1.58M -6,714 -2%
AL
848
Aspiriant LLC
California
$75.2M -$1.04M -4,409 -1%
FFP
849
Forbes Financial Planning
Rhode Island
$75.1M -$325K -1,379 -6%
PIM
850
Penobscot Investment Management
Massachusetts
$74.9M -$1.81M -7,679 -3%