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Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1026
DF Dent & Co
Maryland
$2.59M -$618K -5,477 -18%
FISPB
1027
Fideuram - Intesa Sanpaolo Private Banking
$2.58M +$988K +8,749 +53%
DA
1028
Dover Advisors
Virginia
$2.58M +$31.7K +281 +1%
SNBOSD
1029
Security National Bank of So Dak
Iowa
$2.57M +$66.5K +589 +2%
KFS
1030
Keynote Financial Services
Connecticut
$2.57M -$21.5K -190 -0.8%
SW
1031
Simplicity Wealth
New Jersey
$2.57M +$746K +6,608 +36%
LFAS
1032
Level Four Advisory Services
Texas
$2.57M +$83.3K +738 +3%
SGH
1033
Sivik Global Healthcare
Connecticut
$2.57M -$1.69M -15,000 -38%
CIC
1034
Chilton Investment Company
Connecticut
$2.56M +$74K +655 +3%
TWIM
1035
TIAA Wealth Investment Management
New York
$2.54M +$2.8M +24,776 New
VCM
1036
Voleon Capital Management
California
$2.54M -$7.06M -62,534 -72%
CRI
1037
Commonwealth Retirement Investments
Virginia
$2.54M +$376K +3,330 +16%
TAFW
1038
Tred Avon Family Wealth
Maryland
$2.54M -$5.87K -52 -0.2%
JCM
1039
Jacobi Capital Management
Pennsylvania
$2.53M +$201K +1,782 +8%
EFS
1040
Essex Financial Services
Connecticut
$2.53M -$84.1K -745 -3%
BGC
1041
Beutel, Goodman & Co
Ontario, Canada
$2.52M -$173K -1,530 -6%
FB
1042
Fulton Bank
Pennsylvania
$2.52M +$127K +1,122 +5%
CP
1043
Cornerstone Planning
North Carolina
$2.52M +$201K +1,784 +8%
LIM
1044
Loudon Investment Management
New Hampshire
$2.51M +$8.47K +75 +0.3%
HCM
1045
Hall Capital Management
Rhode Island
$2.51M +$30.1K +267 +1%
EFMC
1046
Empire Financial Management Company
New York
$2.51M -$486K -4,302 -15%
SFS
1047
Stiles Financial Services
Minnesota
$2.5M -$338K -2,990 -11%
Vanguard National Trust
1048
Vanguard National Trust
Pennsylvania
$2.5M +$2.75M +24,381 New
MWM
1049
Mission Wealth Management
California
$2.5M -$952K -8,432 -26%
MPIA
1050
Mountain Pacific Investment Advisers
Idaho
$2.5M -$26.5K -235 -1%