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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1051
Bridgecreek Investment Management
Oklahoma
$34.4M -$1.42M -7,718 -4%
ET
1052
Equitable Trust
Tennessee
$34.4M -$251K -1,370 -0.7%
AG
1053
Ascent Group
Virginia
$34.3M +$1.24M +6,773 +4%
PA
1054
Procyon Advisors
Connecticut
$34.2M +$3.63M +19,803 +11%
AF
1055
Apexium Financial
Texas
$34.2M -$327K -1,785 -0.9%
EWM
1056
Edge Wealth Management
New York
$34.2M -$342K -1,866 -0.9%
WAM
1057
Winslow Asset Management
Ohio
$34.1M -$626K -3,416 -2%
AF
1058
Advisornet Financial
Minnesota
$34.1M -$3.53M -19,248 -9%
TCOT
1059
Trust Company of Toledo
Ohio
$34.1M +$1.46M +7,961 +4%
AAS
1060
Annex Advisory Services
Wisconsin
$33.8M +$1.67M +9,101 +5%
PIM
1061
Progressive Investment Management
Oregon
$33.8M -$368K -2,005 -1%
AMCA
1062
Arthur M. Cohen & Associates
Illinois
$33.7M -$1.18M -6,422 -3%
KFGK
1063
Keystone Financial Group (Kentucky)
Kentucky
$33.7M -$66K -360 -0.2%
VA
1064
Vident Advisory
Georgia
$33.7M +$36.1M +196,908 New
IPW
1065
Invictus Private Wealth
Colorado
$33.7M +$326K +1,778 +0.9%
NFG
1066
Nations Financial Group
Iowa
$33.7M -$579K -3,157 -2%
RP
1067
Rice Partnership
Hawaii
$33.7M -$1.01M -5,529 -3%
OWA
1068
Octavia Wealth Advisors
Ohio
$33.6M +$1.04M +5,671 +3%
CB
1069
Cadence Bank
Mississippi
$33.6M +$39.4K +215 +0.1%
DP
1070
DDD Partners
Washington
$33.6M -$210K -1,143 -0.6%
RSVP
1071
Ramsay Stattman Vela & Price
Colorado
$33.6M -$791K -4,312 -2%
NS
1072
NBC Securities
Alabama
$33.5M +$35.9M +195,806 New
GIA
1073
GHP Investment Advisors
Colorado
$33.5M +$451K +2,459 +1%
AWM
1074
Avitas Wealth Management
California
$33.5M -$890K -4,855 -2%
RWA
1075
Ropes Wealth Advisors
Massachusetts
$33.5M -$1.86M -10,124 -5%