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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
1726
FRG Family Wealth Advisors
Washington
$24.8M -$64.3K -273 -0.3%
MF
1727
Montis Financial
Massachusetts
$24.7M +$823K +3,492 +4%
MSS
1728
Mitchell Sinkler & Starr
Pennsylvania
$24.7M -$1.56M -6,600 -6%
BFA
1729
Benedict Financial Advisors
Georgia
$24.6M -$396K -1,680 -2%
KFI
1730
Key Financial Inc
Pennsylvania
$24.6M -$344K -1,458 -1%
PWS
1731
Peterson Wealth Services
Utah
$24.6M -$176K -747 -0.8%
WGC
1732
Watts Gwilliam & Co
Arizona
$24.5M -$563K -2,387 -2%
GCM
1733
Goldstream Capital Management
Hong Kong
$24.5M -$1.63M -6,897 -7%
RRA
1734
Round Rock Advisors
Connecticut
$24.5M +$2.55M +10,815 +12%
MWA
1735
Meridian Wealth Advisors
Texas
$24.4M +$279K +1,185 +1%
ACM
1736
Accent Capital Management
Ohio
$24.4M -$29.7K -126 -0.1%
CCM
1737
Copeland Capital Management
Pennsylvania
$24.4M -$3.66M -15,517 -14%
APWA
1738
Atlas Private Wealth Advisors
New Jersey
$24.4M +$9.19K +39 +0%
QWM
1739
Quadcap Wealth Management
Texas
$24.4M +$708K +3,004 +3%
RCA
1740
Riverview Capital Advisers
Massachusetts
$24.4M -$973K -4,128 -4%
HIC
1741
Harbor Island Capital
Massachusetts
$24.4M -$95K -403 -0.4%
EIP
1742
Ellis Investment Partners
Pennsylvania
$24.3M -$209K -887 -0.9%
LA
1743
LM Advisors
California
$24.3M -$2.21M -9,389 -9%
PPG
1744
Peak Planning Group
Colorado
$24.3M -$430K -1,825 -2%
MSAM
1745
Moloney Securities Asset Management
Missouri
$24.2M -$722K -3,064 -3%
CIG
1746
CCM Investment Group
Minnesota
$24.2M +$22.7M +96,116 New
WF
1747
WoodTrust Financial
Wisconsin
$24.2M +$208K +883 +0.9%
FM
1748
Family Management
New York
$24.1M +$349K +1,481 +2%
GIA
1749
Guyasuta Investment Advisors
Pennsylvania
$24.1M -$600K -2,547 -3%
ECM
1750
EagleClaw Capital Management
Massachusetts
$24.1M +$151K +640 +0.7%