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Name Holding Trade Value Shares
Change
Change in
Stake
OHIS
1451
Oak Harvest Investment Services
Texas
$31.4M -$49.2K -189 -0.2%
VV
1452
Verity & Verity
South Carolina
$31.4M -$104K -401 -0.3%
CIA
1453
CCM Investment Advisers
South Carolina
$31.4M -$598K -2,298 -2%
MWM
1454
Marietta Wealth Management
Georgia
$31.3M +$156K +601 +0.5%
ZAM
1455
Zevin Asset Management
Massachusetts
$31.3M -$913K -3,509 -3%
MWA
1456
Monograph Wealth Advisors
California
$31.3M +$4.33M +16,640 +16%
WC
1457
Waterloo Capital
Texas
$31.3M -$4.25M -16,334 -12%
RCM
1458
RNC Capital Management
California
$31.3M +$680K +2,611 +2%
CFP
1459
Catalyst Financial Partners
Massachusetts
$31.2M +$2.65M +10,181 +9%
SA
1460
Sovran Advisors
California
$31.2M +$2.99M +11,492 +11%
PA
1461
Perennial Advisors
New York
$31.1M +$148K +568 +0.5%
GSWM
1462
Golden State Wealth Management
California
$31M -$853K -3,277 -3%
AIMC
1463
Alley Investment Management Company
Illinois
$31M -$183K -705 -0.6%
MMPW
1464
Mitchell McLeod Pugh & Williams
Alabama
$31M +$32.3K +124 +0.1%
LA
1465
Legacy Advisors
Pennsylvania
$31M -$1.2M -4,606 -4%
PTB
1466
Pioneer Trust Bank
Oregon
$30.9M +$336K +1,292 +1%
FFBTD
1467
First Financial Bank - Trust Division
Ohio
$30.9M -$220K -847 -0.7%
NAS
1468
NWF Advisory Services
California
$30.9M -$2.41M -9,259 -7%
IIC
1469
Ironwood Investment Counsel
Arizona
$30.9M -$282K -1,083 -0.9%
HW
1470
Hamilton Wealth
California
$30.8M +$362K +1,391 +1%
PL
1471
Plancorp LLC
Missouri
$30.8M +$468K +1,797 +2%
MMG
1472
Monetary Management Group
Missouri
$30.7M -$137K -525 -0.4%
PMWMG
1473
Parr McKnight Wealth Management Group
Minnesota
$30.7M +$650K +2,499 +2%
SEP
1474
Southland Equity Partners
Missouri
$30.7M -$323K -1,242 -1%
GI
1475
GAMCO Investors
Connecticut
$30.7M +$1.8M +6,915 +6%