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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1376
River Wealth Advisors
Pennsylvania
$7.37M -$64.6K -1,424 -0.9%
BCWM
1377
Blue Chip Wealth Management
Florida
$7.37M +$306K +6,740 +4%
CL
1378
Choreo LLC
Illinois
$7.35M -$3.76M -82,992 -34%
HBT
1379
Hills Bank & Trust
Iowa
$7.34M -$98K -2,160 -1%
PC
1380
Port Capital
Illinois
$7.32M -$120K -2,652 -2%
MCG
1381
McCollum Christoferson Group
New York
$7.32M +$1.09K +24 +0%
SWM
1382
Segment Wealth Management
Texas
$7.3M +$66.6K +1,468 +0.9%
WA
1383
Waverly Advisors
Alabama
$7.29M +$78.9K +1,740 +1%
WA
1384
Wealth Architects
California
$7.29M -$195K -4,304 -3%
NFGCM
1385
Norman Fields Gottscho Capital Management
New York
$7.27M +$363K +8,000 +5%
UAM
1386
UAS Asset Management
New York
$7.24M +$7.1M +156,512 New
CCM
1387
Copeland Capital Management
Pennsylvania
$7.24M -$209K -4,600 -3%
OIA
1388
OneDigital Investment Advisors
Kansas
$7.23M -$640K -14,108 -8%
KJWM
1389
Kiley Juergens Wealth Management
Washington
$7.22M +$69.1K +1,524 +1%
SCM
1390
Sitrin Capital Management
California
$7.21M +$887K +19,552 +14%
SIC
1391
Sigma Investment Counselors
Michigan
$7.21M -$414K -9,124 -6%
JMH
1392
J.M. Hartwell
New York
$7.2M +$5.7M +125,600 +419%
CHC
1393
City Holding Co
West Virginia
$7.2M -$144K -3,180 -2%
SMC
1394
Smith, Moore & Co
Missouri
$7.2M +$590K +13,008 +9%
AWP
1395
Ascent Wealth Partners
New York
$7.19M -$13.8K -304 -0.2%
AF
1396
Allworth Financial
California
$7.18M -$68.4K -1,508 -1%
CAM
1397
Covenant Asset Management
New Jersey
$7.18M +$301K +6,632 +4%
COI
1398
Connable Office Inc
Michigan
$7.18M -$17.2K -380 -0.2%
DCM
1399
Delta Capital Management
New Jersey
$7.17M -$39.9K -880 -0.6%
CFG
1400
Cambridge Financial Group
Ohio
$7.15M +$542K +11,956 +8%