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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
801
Cornell Pochily Investment Advisors
New York
$4.34M +$106 +1 +0%
DWP
802
Daymark Wealth Partners
Ohio
$4.32M -$1.88M -17,811 -29%
CPC
803
Consolidated Planning Corp
Georgia
$4.32M +$3.15M +29,855 +234%
SFI
804
Siemens Fonds Invest
Germany
$4.29M -$242K -2,293 -5%
PWM
805
Pacific Wealth Management
California
$4.29M +$21.2K +201 +0.5%
DRD
806
Dennis R. Delaney
$4.27M +$40.6K +385 +0.9%
AF
807
Arrow Financial
New York
$4.27M +$42K +398 +1%
BMWM
808
Brown Miller Wealth Management
Virginia
$4.25M +$70.3K +666 +2%
ST
809
Somerset Trust
Pennsylvania
$4.23M -$52.3K -495 -1%
S
810
SignatureFD
Georgia
$4.21M -$77.1K -730 -2%
BCM
811
Brookmont Capital Management
Texas
$4.19M +$17.5K +166 +0.4%
ANTB
812
AMG National Trust Bank
Colorado
$4.18M +$551K +5,219 +14%
JWBC
813
J.W. Burns & Co
New York
$4.18M -$30.5K -289 -0.7%
PSC
814
Prentiss Smith & Co
Vermont
$4.17M -$44.6K -422 -1%
MPWT
815
MassMutual Private Wealth & Trust
Connecticut
$4.17M -$188K -1,777 -4%
FBT
816
First Bankers Trust
Kentucky
$4.17M +$104K +984 +2%
BPCE
817
Bank Pictet & Cie (Europe)
Germany
$4.14M +$226K +2,141 +6%
RBA
818
Richard Bernstein Advisors
New York
$4.14M
BMA
819
Brooks Moore & Associates
Tennessee
$4.13M -$506K -4,793 -11%
SRAM
820
Spouting Rock Asset Management
Pennsylvania
$4.11M +$4.29M +40,600 New
CBTWT
821
Community Bank & Trust (Waco, Texas)
Texas
$4.11M -$2.75K -26 -0.1%
EFMC
822
Empire Financial Management Company
New York
$4.08M +$4.26M +40,310 New
MC
823
Middleton & Co
Massachusetts
$4.07M +$29.6K +280 +0.7%
NPA
824
Nichols & Pratt Advisers
Massachusetts
$4.07M +$356K +3,375 +9%
FTDI
825
First Trust Direct Indexing
Massachusetts
$4.05M +$136K +1,284 +3%