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Name Holding Trade Value Shares
Change
Change in
Stake
BST
601
Bath Savings Trust
Maine
$2.69M +$992K +5,356 +63%
IHL
602
Investment House LLC
California
$2.68M – – –
BOS
603
Bank of Stockton
California
$2.67M -$60.4K -326 -2%
PA
604
PFG Advisors
Arizona
$2.64M -$17.6K -95 -0.7%
IA
605
IFG Advisory
Georgia
$2.64M +$102K +551 +4%
VIM
606
Vinva Investment Management
Australia
$2.62M -$385K -2,081 -13%
ATIA
607
American Trust Investment Advisors
New Hampshire
$2.61M +$25.4K +137 +1%
MYIA
608
Mount Yale Investment Advisors
Colorado
$2.6M -$191K -1,033 -7%
BDA
609
Borer Denton & Associates
Pennsylvania
$2.57M – – –
FBFS
610
First Business Financial Services
Wisconsin
$2.54M +$6.11K +33 +0.3%
FIM
611
Fruth Investment Management
Texas
$2.52M – – –
AWM
612
Avitas Wealth Management
California
$2.52M +$24.8K +134 +1%
Carson Wealth (CWM LLC)
613
Carson Wealth (CWM LLC)
Nebraska
$2.5M +$582K +3,144 +33%
WOC
614
West Oak Capital
California
$2.5M -$74.1K -400 -3%
HCM
615
Hutner Capital Management
Vermont
$2.49M +$263K +1,421 +13%
BFG
616
Bleakley Financial Group
New Jersey
$2.49M +$62.6K +338 +3%
SS
617
Simplicity Solutions
Minnesota
$2.49M +$60.9K +329 +3%
JWCA
618
J.W. Coons Advisors
Ohio
$2.48M +$630K +3,400 +36%
NW
619
NewEdge Wealth
Pennsylvania
$2.48M +$1.74M +9,370 +280%
KeyBank National Association
620
KeyBank National Association
Ohio
$2.47M -$26.7K -144 -1%
CIA
621
Choate Investment Advisors
Massachusetts
$2.47M – – –
EF
622
Empowered Funds
Pennsylvania
$2.45M +$591K +3,189 +34%
EST
623
EA Series Trust
Pennsylvania
$2.45M +$2.33M +12,594 New
BP
624
Ballentine Partners
Massachusetts
$2.45M -$69.4K -375 -3%
CC
625
Capital Counsel
New York
$2.44M – – –