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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
851
Sound View Wealth Advisors Group
Georgia
$74.5M -$232K -1,029 -0.4%
AIS
852
AM Investment Strategies
Tennessee
$74.3M -$1.57M -6,930 -2%
BRA
853
Bender Robert & Associates
California
$74.1M -$1.72M -7,593 -3%
NAAA
854
New Age Alpha Advisors
New York
$74.1M -$2.62M -11,579 -4%
VT
855
Vise Technologies
New York
$74.1M -$11.1M -49,031 -14%
TRCT
856
Tower Research Capital (TRC)
New York
$74M -$46.2M -204,727 -41%
RC
857
Roundview Capital
New Jersey
$73.9M +$18.8K +83 +0%
KFP
858
KMG Fiduciary Partners
Ohio
$73.8M +$637K +2,819 +1%
SLI
859
Sumitomo Life Insurance
Japan
$73.6M +$1.16M +5,115 +2%
SCA
860
Stonebridge Capital Advisors
Minnesota
$73.6M -$545K -2,412 -0.8%
CWP
861
CFM Wealth Partners
Texas
$73.6M -$238K -1,052 -0.4%
ACM
862
Academy Capital Management
Texas
$73.6M -$4.68M -20,737 -7%
AG
863
Ascent Group
Virginia
$73.5M +$23.7M +104,900 +57%
KB
864
Kimelman & Baird
New York
$73.3M -$1.34M -5,948 -2%
CIM
865
Corda Investment Management
Texas
$73.3M +$95.6K +423 +0.1%
GCC
866
Guardian Capital (Canada)
Ontario, Canada
$73M +$15.9M +70,251 +32%
CTA
867
Chesley Taft & Associates
Illinois
$73M +$985K +4,359 +2%
CGPCS
868
Capital Group Private Client Services
California
$72.9M -$188M -831,478 -74%
SIA
869
Soltis Investment Advisors
Utah
$72.8M -$1.27M -5,617 -2%
CPSAC
870
Chas P. Smith & Associates (CPS)
Florida
$72.5M -$40.6M -179,550 -39%
IAIM
871
International Assets Investment Management
Florida
$72.4M -$7.41M -32,814 -9%
PFA
872
Pure Financial Advisors
California
$72.2M +$1.02M +4,509 +2%
MLFP
873
MPS Loria Financial Planners
Illinois
$71.9M -$474K -2,097 -0.7%
GAI
874
General American Investors
New York
$71.5M -$2.33M -10,295 -4%
NB
875
NBT Bank
New York
$71.4M -$3.44M -15,228 -5%