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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1301
Cadence Capital Management
Massachusetts
$6.91M -$344K -10,456 -5%
FMWA
1302
Forvis Mazars Wealth Advisors
Missouri
$6.89M -$185K -5,624 -3%
WAS
1303
WESPAC Advisors SoCal
California
$6.89M -$366K -11,124 -5%
NCMW
1304
Northern Capital Management (Wisconsin)
Wisconsin
$6.88M -$246K -7,484 -4%
RWA
1305
River Wealth Advisors
Pennsylvania
$6.86M +$1.38M +41,976 +28%
UBV
1306
United Bank (Virginia)
Virginia
$6.86M +$283K +8,604 +5%
LBC
1307
Lawrence B. Cohen
$6.84M -$482K -14,632 -7%
TWM
1308
Torch Wealth Management
Ohio
$6.82M +$75.2K +2,284 +1%
SHCM
1309
Stokes & Hubbell Capital Management
Louisiana
$6.82M +$102K +3,112 +2%
HVIA
1310
Hudson Valley Investment Advisors
New York
$6.82M +$71.1K +2,160 +1%
OA
1311
Oxbow Advisors
Texas
$6.79M -$178K -5,416 -3%
SIC
1312
Sigma Investment Counselors
Michigan
$6.76M -$1.6M -48,512 -20%
MFS
1313
Monetta Financial Services
Illinois
$6.75M +$1.05M +32,000 +21%
MCG
1314
Meru Capital Group
New York
$6.75M +$6.19M +188,000 New
PFS
1315
Physicians Financial Services
North Carolina
$6.75M -$2.3M -69,760 -27%
FBC
1316
Fairfield, Bush & Co
Connecticut
$6.74M +$1.09M +33,200 +21%
WPW
1317
Waldron Private Wealth
Pennsylvania
$6.72M +$1.7M +51,592 +38%
LA
1318
LVW Advisors
New York
$6.69M -$512K -15,536 -8%
QIM
1319
Quantitative Investment Management
Virginia
$6.69M +$5.15M +156,400 +521%
CAM
1320
Chesapeake Asset Management
New York
$6.67M -$39.1K -1,188 -0.6%
AAM
1321
Azzad Asset Management
Virginia
$6.65M +$226K +6,868 +4%
ST
1322
Spinnaker Trust
Maine
$6.64M +$77.2K +2,344 +1%
SCM
1323
Sitrin Capital Management
California
$6.64M -$171K -5,180 -3%
AWM
1324
Altavista Wealth Management
North Carolina
$6.63M -$415K -12,600 -6%
SS
1325
Sunbelt Securities
Texas
$6.62M -$117K -3,564 -2%