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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1226
RKL Wealth Management
Pennsylvania
$6.04M -$64K -2,240 -1%
HAG
1227
HighPoint Advisor Group
Illinois
$6.03M +$2.54M +88,732 +59%
RJA
1228
Robshaw & Julian Associates
New York
$6.03M +$156K +5,460 +2%
GF
1229
Goodman Financial
Texas
$6.02M +$32.9K +1,152 +0.5%
SIC
1230
Sigma Investment Counselors
Michigan
$6.01M +$57.2K +2,000 +0.9%
MFAM
1231
Motley Fool Asset Management
Virginia
$6M
WPC
1232
Waters Parkerson & Co
Louisiana
$6M -$5.71K -200 -0.1%
WA
1233
Winfield Associates
Ohio
$6M -$283K -9,900 -4%
AI
1234
Atria Investments
North Carolina
$5.98M +$2.12M +74,280 +43%
MC
1235
Mathes Company
New York
$5.98M +$50.9K +1,780 +0.8%
SAM
1236
SignalPoint Asset Management
Missouri
$5.96M +$329K +11,496 +5%
MIC
1237
MU Investments Company
Japan
$5.95M -$1.04M -36,248 -14%
CC
1238
Cognios Capital
Kansas
$5.95M -$858K -30,036 -12%
BWM
1239
Braver Wealth Management
Massachusetts
$5.93M +$67K +2,344 +1%
WEC
1240
Winslow Evans & Crocker
Massachusetts
$5.86M +$302K +10,576 +5%
RIM
1241
Regent Investment Management
Kentucky
$5.84M -$108K -3,772 -2%
PAM
1242
Peak Asset Management
Colorado
$5.84M +$696K +24,364 +12%
CC
1243
Capital Counsel
New York
$5.84M +$8K +280 +0.1%
AFWA
1244
Ancora Family Wealth Advisors
Ohio
$5.84M +$31.4K +1,100 +0.5%
JPMIA
1245
J.P. Marvel Investment Advisors
Massachusetts
$5.84M +$6.34M +221,792 New
JAM
1246
JCIC Asset Management
Ontario, Canada
$5.83M +$6.24M +218,360 +6,499%
RSVP
1247
Ramsay Stattman Vela & Price
Colorado
$5.82M -$2.4K -84 -0%
RDM
1248
Retirement Design & Management
Connecticut
$5.82M -$94.2K -3,296 -1%
WTB
1249
Washington Trust Bank
Washington
$5.81M -$346K -12,108 -5%
BJL
1250
Brighton Jones LLC
Washington
$5.79M -$9.72K -340 -0.2%