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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Fragasso Financial Advisors
Pennsylvania
$7.21M +$533K +2,165 +8%
HIA
502
Harbor Investment Advisory
Maryland
$7.19M -$31.7K -129 -0.4%
OPTFSNA
503
Old Point Trust & Financial Services N A
Virginia
$7.17M +$60.8K +247 +0.8%
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$7.14M -$798K -3,244 -10%
BA
505
Bridgewater Associates
Connecticut
$7.09M +$6.9M +28,049 +2,671%
RWP
506
RWA Wealth Partners
Massachusetts
$7.06M +$174K +707 +3%
V
507
Veritable
Delaware
$7.03M +$1.33M +5,417 +23%
Capstone Investment Advisors
508
Capstone Investment Advisors
New York
$7.02M +$7.09M +28,817 New
Fuller & Thaler Asset Management
509
Fuller & Thaler Asset Management
California
$7.01M +$105K +425 +1%
BFA
510
Benedict Financial Advisors
Georgia
$7M +$125K +507 +2%
JIC
511
Johnson Investment Counsel
Ohio
$6.99M -$298K -1,212 -4%
EWM
512
Executive Wealth Management
Michigan
$6.94M +$5.93M +24,125 +556%
CAM
513
Cresset Asset Management
Illinois
$6.92M -$33.9K -138 -0.5%
DWA
514
Douglass Winthrop Advisors
New York
$6.91M -$66.9K -272 -0.9%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$6.9M -$125K -507 -2%
CBT
516
Central Bank & Trust
Kentucky
$6.9M +$188K +764 +3%
MIG
517
McGuire Investment Group
Rhode Island
$6.88M -$115K -466 -2%
FF
518
Fluent Financial
Texas
$6.88M -$122K -497 -2%
FHA
519
First Horizon Advisors
Tennessee
$6.87M -$91K -370 -1%
ACM
520
Argyle Capital Management
Pennsylvania
$6.85M +$49.2K +200 +0.7%
AHC
521
Adell Harriman & Carpenter
Texas
$6.82M -$150K -609 -2%
EWM
522
Evercore Wealth Management
New York
$6.82M -$114K -465 -2%
OCM
523
Oakwood Capital Management
California
$6.8M -$57.6K -234 -0.8%
MAA
524
Matrix Asset Advisors
New York
$6.79M +$2.76M +11,216 +67%
TFA
525
Toth Financial Advisory
Virginia
$6.77M +$110K +446 +2%