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Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
1326
Hudson Valley Investment Advisors
New York
$24.9M -$1.25M -6,805 -4%
HR
1327
Howe & Rusling
New York
$24.8M -$2.11M -11,488 -7%
RCM
1328
RNC Capital Management
California
$24.8M -$3.76M -20,508 -12%
FRA
1329
Front Row Advisors
California
$24.7M -$54.5K -297 -0.2%
CNBT
1330
Canandaigua National Bank & Trust
New York
$24.7M -$280K -1,528 -1%
AC
1331
Addenda Capital
Quebec, Canada
$24.6M -$1.07M -5,834 -4%
DP
1332
Dundas Partners
United Kingdom
$24.6M -$10.5M -57,431 -29%
CIA
1333
Covington Investment Advisors
Pennsylvania
$24.5M -$122K -666 -0.5%
ZAM
1334
Zevin Asset Management
Massachusetts
$24.5M +$1.83M +9,973 +7%
JWA
1335
JFS Wealth Advisors
Pennsylvania
$24.5M +$1.81M +9,882 +7%
ECM
1336
ExodusPoint Capital Management
New York
$24.5M -$9.2M -50,176 -26%
LPAM
1337
Lodestar Private Asset Management
California
$24.5M -$180K -979 -0.7%
MFG
1338
MidWestOne Financial Group
Iowa
$24.4M +$95.4K +520 +0.4%
CFG
1339
Cooper Financial Group
California
$24.4M +$887K +4,838 +4%
RWS
1340
Resolute Wealth Strategies
Mississippi
$24.4M -$232K -1,267 -0.9%
PCM
1341
Princeton Capital Management
New Jersey
$24.3M -$2.58M -14,058 -9%
FMTC
1342
Farmers & Merchants Trust Company
California
$24.3M -$1.87M -10,215 -7%
LWM
1343
Laidlaw Wealth Management
New York
$24.3M -$10.4M -56,800 -29%
VV
1344
Verity & Verity
South Carolina
$24.2M +$139K +756 +0.5%
IIC
1345
Ironwood Investment Counsel
Arizona
$24.2M +$1.57M +8,580 +6%
RIA
1346
Regal Investment Advisors
Michigan
$24.1M +$989K +5,393 +4%
OMC
1347
Overbrook Management Corp
New York
$24.1M +$957K +5,220 +4%
NHT
1348
New Hampshire Trust
New Hampshire
$24.1M -$447K -2,436 -2%
FWP
1349
FAS Wealth Partners
Kansas
$24M +$25.7M +140,363 New
CWS
1350
Confluence Wealth Services
Pennsylvania
$24M +$304K +1,660 +1%