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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Schnieders Capital Management
California
$28.5M +$2.32M +16,246 +8%
TF
1002
Tompkins Financial
New York
$28.5M -$778K -5,445 -2%
CF
1003
Centaurus Financial
California
$28.4M -$306K -2,143 -1%
BIP
1004
Blue Investment Partners
California
$28.4M +$31.2M +218,576 New
AWA
1005
Aaron Wealth Advisors
Illinois
$28.4M +$562K +3,935 +2%
BS
1006
Boenning & Scattergood
Pennsylvania
$28.4M +$2.1M +14,669 +10%
ATPW
1007
Ashton Thomas Private Wealth
Arizona
$28.4M -$1.57M -11,017 -5%
STA
1008
Summit Trail Advisors
New York
$28.4M +$223K +1,562 +0.7%
BIM
1009
Bridgecreek Investment Management
Oklahoma
$28.3M -$585K -4,096 -2%
UBV
1010
United Bank (Virginia)
Virginia
$28.2M +$432K +3,025 +1%
AAS
1011
Annex Advisory Services
Wisconsin
$28.2M +$749K +5,243 +2%
PDM
1012
Penn Davis McFarland
Texas
$28.2M -$202K -1,411 -0.6%
KA
1013
Klingman & Associates
New York
$28.1M -$886K -6,199 -3%
VIP
1014
Vantage Investment Partners
Missouri
$28.1M +$135K +945 +0.4%
WAM
1015
Winslow Asset Management
Ohio
$28.1M -$1.43M -9,990 -4%
AT
1016
Arvest Trust
Oklahoma
$28M -$67.7K -474 -0.2%
BFIC
1017
Bedell Frazier Investment Counselling
California
$28M -$641K -4,488 -2%
OPS
1018
Orion Portfolio Solutions
Nebraska
$27.9M +$1.03M +7,193 +3%
CANC
1019
Culbertson A N & Co
Virginia
$27.9M -$84.3K -590 -0.3%
NB
1020
NBT Bank
New York
$27.9M -$1.69M -11,812 -5%
AWA
1021
Arete Wealth Advisors
Illinois
$27.9M -$300K -2,097 -1%
FFP
1022
FourThought Financial Partners
Florida
$27.8M +$30.6M +213,873 New
SRC
1023
Shufro Rose & Co
New York
$27.7M -$78K -546 -0.3%
JPMIA
1024
J.P. Marvel Investment Advisors
Massachusetts
$27.7M -$80.6K -564 -0.3%
S
1025
Seeyond
France
$27.7M +$13.8M +96,413 +82%