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Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
1001
Spectrum Asset Management (California)
California
$2.95M +$542K +4,944 +24%
ET
1002
Equitable Trust
Tennessee
$2.93M -$40.1K -366 -1%
OWA
1003
ORBA Wealth Advisors
Illinois
$2.93M
AG
1004
AlTi Global
New York
$2.93M -$428K -3,902 -13%
RMDI
1005
R.M. Davis Inc
Maine
$2.92M -$269K -2,452 -9%
DCM
1006
Donaldson Capital Management
Indiana
$2.92M -$291K -2,649 -9%
GIA
1007
Gladstone Institutional Advisory
Florida
$2.91M -$289K -2,639 -9%
ADBIC
1008
A.D. Beadell Investment Counsel
Wisconsin
$2.91M
CWI
1009
Conscious Wealth Investments
Florida
$2.9M +$22.5K +205 +0.8%
BONST
1010
Bank of Nova Scotia Trust
Ontario, Canada
$2.89M +$1.43M +13,014 +106%
SFS
1011
Stiles Financial Services
Minnesota
$2.88M +$61.4K +560 +2%
LFS
1012
Legacy Financial Strategies
Kansas
$2.88M -$11.2K -102 -0.4%
DDC
1013
DF Dent & Co
Maryland
$2.86M -$6.36K -58 -0.2%
FPAS
1014
Focus Partners Advisor Solutions
Missouri
$2.86M +$230K +2,098 +9%
MWM
1015
Mission Wealth Management
California
$2.85M +$714K +6,513 +35%
PGIM
1016
Pacific Global Investment Management
California
$2.85M -$1.86K -17 -0.1%
HI
1017
Horizon Investments
North Carolina
$2.85M -$488K -4,448 -15%
DA
1018
Dover Advisors
Virginia
$2.84M +$76.2K +695 +3%
BC
1019
Burney Company
Virginia
$2.84M -$311K -2,831 -10%
GVAG
1020
Great Valley Advisor Group
Delaware
$2.84M +$11K +100 +0.4%
SFO
1021
Stokes Family Office
Louisiana
$2.83M +$219 +2 +0%
CFMC
1022
Curbstone Financial Management Corp
New Hampshire
$2.83M -$233K -2,122 -8%
FTC
1023
Farmers Trust Company
Ohio
$2.83M +$25.2K +230 +0.9%
EFS
1024
Essex Financial Services
Connecticut
$2.82M +$4.72K +43 +0.2%
BCM
1025
Birmingham Capital Management
Alabama
$2.81M