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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1326
ProVise Management Group
Florida
$7.24M +$54.9K +1,276 +0.7%
CFMC
1327
Curbstone Financial Management Corp
New Hampshire
$7.22M +$3.48M +80,728 +88%
WAM
1328
Wallington Asset Management
Indiana
$7.21M -$36.2K -840 -0.5%
KAS
1329
Kemnay Advisory Services
New York
$7.21M +$149K +3,452 +2%
HCM
1330
Howland Capital Management
Massachusetts
$7.21M +$881K +20,464 +14%
BP
1331
Broadleaf Partners
Ohio
$7.2M -$126K -2,920 -2%
RP
1332
Riverbridge Partners
Minnesota
$7.19M -$34.4K -800 -0.5%
AWM
1333
Altavista Wealth Management
North Carolina
$7.19M -$60.1K -1,396 -0.8%
SSWM
1334
Sheets Smith Wealth Management
North Carolina
$7.19M +$1.36M +31,496 +23%
HH
1335
Hilltop Holdings
Texas
$7.16M -$3.65M -84,716 -33%
FCFC
1336
First Commonwealth Financial Corp
Pennsylvania
$7.16M +$227K +5,264 +3%
OIA
1337
OneDigital Investment Advisors
Kansas
$7.15M +$898K +20,856 +14%
AMAL
1338
Asset Management Advisors LLC
Oklahoma
$7.14M +$545K +12,660 +8%
BPCA
1339
Bank Pictet & Cie (Asia)
Singapore
$7.12M -$728K -16,904 -9%
SIA
1340
SeaBridge Investment Advisors
New Jersey
$7.11M -$164K -3,800 -2%
RAG
1341
Roof Advisory Group
Pennsylvania
$7.1M +$2.23M +51,720 +44%
FMW
1342
Farr Miller & Washington
District of Columbia
$7.1M -$219K -5,088 -3%
GC
1343
Gruss & Co
Florida
$7.09M
JIP
1344
Jaffetilchin Investment Partners
Florida
$7.08M +$595K +13,832 +9%
DW
1345
Domani Wealth
Pennsylvania
$7.08M +$32.2K +748 +0.4%
CAM
1346
Chesapeake Asset Management
New York
$7.07M -$182K -4,232 -2%
DP
1347
Dundas Partners
United Kingdom
$7.07M +$7.81M +181,316 New
WKWM
1348
Walter & Keenan Wealth Management
Indiana
$7.05M +$344 +8 +0%
LSAG
1349
Lake Street Advisors Group
New Hampshire
$7M +$7.18M +166,788 New
ATIA
1350
American Trust Investment Advisors
New Hampshire
$6.99M -$16K -372 -0.2%