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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1301
Whalerock Point Partners
Rhode Island
$28.7M +$61.5K +353 +0.2%
MCA
1302
Martin Capital Advisors
Texas
$28.6M -$139K -800 -0.5%
WAP
1303
Wealthcare Advisory Partners
Pennsylvania
$28.6M -$3.97M -22,767 -13%
HKIM
1304
Hayek Kallen Investment Management
Alabama
$28.6M +$103K +591 +0.4%
NAM
1305
NTV Asset Management
West Virginia
$28.6M +$726K +4,166 +3%
AMM
1306
American Money Management
California
$28.5M -$219K -1,259 -0.8%
MAM
1307
Mark Asset Management
New York
$28.5M -$518K -2,970 -2%
IA
1308
IFG Advisory
Georgia
$28.5M +$3.17M +18,213 +14%
SWM
1309
Segment Wealth Management
Texas
$28.4M -$213K -1,224 -0.8%
WPC
1310
Wedmont Private Capital
Pennsylvania
$28.4M +$4.94M +28,329 +23%
CA
1311
CoreCap Advisors
Michigan
$28.4M +$25.5M +146,363 New
LSV Asset Management
1312
LSV Asset Management
Illinois
$28.4M -$7.41M -42,500 -23%
WPA
1313
Winning Points Advisors
Florida
$28.4M -$4.74M -27,175 -16%
SFG
1314
SevenBridge Financial Group
Pennsylvania
$28.4M -$169K -967 -0.7%
SB
1315
Strategic Blueprint
Georgia
$28.3M -$1.2M -6,892 -5%
UAS
1316
United Asset Strategies
New York
$28.3M +$12.9K +74 +0.1%
SF
1317
Summit Financial
New Jersey
$28.3M +$1.83M +10,510 +8%
TCBWMS
1318
Texas Capital Bank Wealth Management Services
Texas
$28.2M -$253K -1,452 -1%
CNBT
1319
Canandaigua National Bank & Trust
New York
$28.2M -$638K -3,661 -2%
EF
1320
Empowered Funds
Pennsylvania
$28.2M +$5.4M +30,993 +27%
EST
1321
EA Series Trust
Pennsylvania
$28.2M +$25.3M +145,240 New
FHB
1322
First Hawaiian Bank
Hawaii
$28M -$1.14M -6,550 -4%
FRA
1323
Front Row Advisors
California
$28M -$13.8K -79 -0.1%
CIA
1324
Covington Investment Advisors
Pennsylvania
$27.9M -$257K -1,474 -1%
LPAM
1325
Lodestar Private Asset Management
California
$27.9M +$132K +760 +0.5%