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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1701
TrueWealth LLC
Georgia
$6.4M +$25.9K +352 +0.4%
GCA
1702
Gradient Capital Advisors
California
$6.39M -$68K -924 -0.9%
IWAG
1703
Integer Wealth Advisors Group
Georgia
$6.39M -$49.1K -668 -0.8%
IIM
1704
Intact Investment Management
Quebec, Canada
$6.38M +$29.4K +400 +0.4%
LCC
1705
Lincoln Capital Corp
Rhode Island
$6.38M +$36.2K +492 +0.5%
CPO
1706
Cerity Partners OCIO
New York
$6.37M +$303K +4,120 +4%
SIA
1707
SeaBridge Investment Advisors
New Jersey
$6.37M -$1.12M -15,272 -13%
SFG
1708
Sowa Financial Group
Rhode Island
$6.36M +$834K +11,344 +13%
OWM
1709
Opes Wealth Management
California
$6.36M -$272K -3,692 -4%
SSWM
1710
Sheets Smith Wealth Management
North Carolina
$6.35M -$409K -5,560 -5%
TIP
1711
Torray Investment Partners
Maryland
$6.34M -$1.27M -17,248 -15%
WCM
1712
Wisconsin Capital Management
Wisconsin
$6.33M +$3.51M +47,684 +92%
HCA
1713
Harbour Capital Advisors
Virginia
$6.31M -$455K -6,188 -6%
TI
1714
Tidal Investments
Wisconsin
$6.31M +$1.98M +26,920 +37%
BCM
1715
Brown Capital Management
Maryland
$6.31M -$160K -2,172 -2%
SAM
1716
Security Asset Management
New York
$6.31M -$34.1K -464 -0.5%
GBT
1717
Grove Bank & Trust
Florida
$6.29M -$342K -4,656 -4%
FNBOMD
1718
First National Bank of Mount Dora
Florida
$6.28M +$329K +4,476 +5%
V
1719
ValueWorks
New York
$6.28M -$2.3M -31,252 -24%
AMG
1720
Asset Management Group
Connecticut
$6.27M +$13.8K +188 +0.2%
SWA
1721
Stratos Wealth Advisors
Ohio
$6.25M -$315K -4,288 -4%
GIC
1722
Gantzert Investment Company
Illinois
$6.25M -$190K -2,580 -3%
QI
1723
Qtron Investments
Massachusetts
$6.24M +$1.49M +20,244 +26%
CCMINC
1724
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.24M -$2.86M -38,848 -28%
NF
1725
Nikulski Financial
Iowa
$6.24M +$303K +4,120 +4%