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Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1326
Independent Portfolio Consultants
Florida
$5.36M -$260K -9,816 -5%
AMM
1327
American Money Management
California
$5.35M -$212 -8 -0%
PIM
1328
Progressive Investment Management
Oregon
$5.35M +$62.6K +2,364 +1%
SCM
1329
Sitrin Capital Management
California
$5.34M +$5.29K +200 +0.1%
HVIA
1330
Hudson Valley Investment Advisors
New York
$5.34M +$843K +31,832 +20%
RAM
1331
Ramsey Asset Management
Virginia
$5.33M
PCM
1332
Princeton Capital Management
New Jersey
$5.31M -$431K -16,292 -8%
SHCM
1333
Stokes & Hubbell Capital Management
Louisiana
$5.29M +$53.5K +2,020 +1%
CAM
1334
Chesapeake Asset Management
New York
$5.28M -$6.88K -260 -0.1%
BLAM
1335
Bourne Lent Asset Management
New York
$5.27M +$423 +16 +0%
YP
1336
Yellowstone Partners
Idaho
$5.27M -$89.2K -3,372 -2%
CFP
1337
Cornerstone Financial Partners
North Carolina
$5.27M +$8.36K +316 +0.2%
ATC
1338
Argent Trust Co
Tennessee
$5.25M +$43.7K +1,652 +0.9%
MIS
1339
Morningstar Investment Services
Illinois
$5.24M +$684K +25,832 +16%
CSA
1340
Cottage Street Advisors
Massachusetts
$5.23M +$177K +6,680 +4%
MRCM
1341
M&R Capital Management
New Jersey
$5.23M -$74.9K -2,828 -2%
Lido Advisors
1342
Lido Advisors
California
$5.21M -$383K -14,488 -7%
MCM
1343
Mengis Capital Management
Oregon
$5.2M +$9.42K +356 +0.2%
HAIM
1344
Hunter Associates Investment Management
Pennsylvania
$5.18M -$402K -15,176 -8%
EI
1345
EDMP Inc
Florida
$5.17M -$98.8K -3,732 -2%
AI
1346
ArchPoint Investors
Florida
$5.17M -$2.48M -93,544 -34%
RCAG
1347
Rehmann Capital Advisory Group
Michigan
$5.16M -$406K -15,356 -8%
TWM
1348
Torch Wealth Management
Ohio
$5.13M -$34.8K -1,316 -0.7%
TWMP
1349
Taylor Wealth Management Partners
Massachusetts
$5.11M -$27.5K -1,040 -0.6%
TC
1350
Trust Company
Kansas
$5.1M -$1.34M -50,504 -22%