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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1201
JGP Wealth Management
Oregon
$10.9M +$173K +3,300 +2%
SWA
1202
SFMG Wealth Advisors
Texas
$10.9M -$159K -3,032 -2%
GIA
1203
GHP Investment Advisors
Colorado
$10.8M -$545K -10,416 -5%
GG
1204
Greenwood Gearhart
Arkansas
$10.8M +$66.1K +1,264 +0.7%
RP
1205
Rowlandmiller & Partners
Georgia
$10.8M +$48.7K +932 +0.5%
HAIM
1206
Hunter Associates Investment Management
Pennsylvania
$10.8M -$117K -2,240 -1%
WIA
1207
Westbourne Investment Advisors
Maryland
$10.8M -$180K -3,436 -2%
HAM
1208
Highstreet Asset Management
Ontario, Canada
$10.8M +$466K +8,916 +5%
VWA
1209
V Wealth Advisors
Kansas
$10.8M +$1.28M +24,420 +15%
SC
1210
Slow Capital
California
$10.7M +$1.6M +30,604 +19%
V
1211
ValueWorks
New York
$10.7M -$814K -15,568 -8%
RIG
1212
Renaissance Investment Group
Massachusetts
$10.7M -$342K -6,548 -3%
WPW
1213
Waldron Private Wealth
Pennsylvania
$10.7M +$1.77M +33,824 +21%
AA
1214
ALPS Advisors
Colorado
$10.7M -$1.37M -26,164 -12%
KJHP
1215
K.J. Harrison & Partners
Ontario, Canada
$10.7M -$705K -13,480 -7%
AOWM
1216
Alpha Omega Wealth Management
Virginia
$10.7M +$2.04M +38,972 +31%
SCM
1217
Sterneck Capital Management
Missouri
$10.6M -$154K -2,936 -2%
RCP
1218
Rothschild Capital Partners
New York
$10.6M -$234K -4,484 -2%
VAS
1219
Valicenti Advisory Services
New York
$10.6M -$1.67M -31,908 -14%
FMWA
1220
Forvis Mazars Wealth Advisors
Missouri
$10.6M -$41.6K -796 -0.4%
IIM
1221
Ipswich Investment Management
Massachusetts
$10.6M -$40.8K -780 -0.4%
SCA
1222
Sage Capital Advisors
South Dakota
$10.6M +$16.3K +312 +0.2%
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$10.5M +$1.34M +25,596 +16%
PT
1224
Plimoth Trust
Massachusetts
$10.5M -$371K -7,104 -4%
FANJ
1225
Financial Architects (New Jersey)
New Jersey
$10.5M -$253K -4,844 -3%