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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1001
Hendershot Investments
Virginia
$30.8M +$227K +1,497 +0.7%
LWM
1002
Laidlaw Wealth Management
New York
$30.7M +$85.7K +566 +0.3%
UBV
1003
United Bank (Virginia)
Virginia
$30.5M -$759K -5,014 -2%
VCM
1004
Vision Capital Management
Oregon
$30.5M -$55.1K -364 -0.2%
PI
1005
PFS Investments
Georgia
$30.2M +$1.29M +8,533 +4%
HI
1006
Hoey Investments
Pennsylvania
$30.2M -$18.3M -120,964 -35%
G
1007
GenTrust
Florida
$30.2M -$454K -2,997 -1%
IGWM
1008
ICA Group Wealth Management
Colorado
$30.1M -$825K -5,448 -3%
SRC
1009
Shufro Rose & Co
New York
$30M +$36.5K +241 +0.1%
CANC
1010
Culbertson A N & Co
Virginia
$30M -$244K -1,609 -0.7%
FPAS
1011
Focus Partners Advisor Solutions
Missouri
$29.9M +$14M +92,656 +73%
PFS
1012
Physicians Financial Services
North Carolina
$29.9M +$1.46M +9,617 +5%
TCOT
1013
Trust Company of Toledo
Ohio
$29.9M -$106K -697 -0.3%
AT
1014
Arvest Trust
Oklahoma
$29.8M -$970K -6,402 -3%
RSVP
1015
Ramsay Stattman Vela & Price
Colorado
$29.8M +$1.26M +8,343 +4%
MHS
1016
M Holdings Securities
Oregon
$29.6M -$2.23M -14,698 -6%
PDM
1017
Penn Davis McFarland
Texas
$29.6M -$304K -2,008 -0.9%
KFGK
1018
Keystone Financial Group (Kentucky)
Kentucky
$29.6M +$53.8K +355 +0.2%
CGI
1019
Comgest Global Investors
France
$29.6M +$492K +3,251 +2%
CGL
1020
Clarius Group LLC
Washington
$29.5M +$398K +2,628 +1%
TYCC
1021
Texas Yale Capital Corp
Florida
$29.4M -$274K -1,810 -0.8%
JPMIA
1022
J.P. Marvel Investment Advisors
Massachusetts
$29.3M -$98.4K -650 -0.3%
BFC
1023
Blue Fin Capital
Rhode Island
$29.3M -$1.54M -10,182 -5%
TAIM
1024
Te Ahumairangi Investment Management
New Zealand
$29.2M +$1.36M +9,010 +4%
ACA
1025
Anchor Capital Advisors
Massachusetts
$29.1M -$5.59M -36,937 -15%