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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
776
Guardian Investment Management
California
$4.33M -$72.9K -249 -2%
CB
777
Community Bank
New York
$4.33M +$259K +885 +6%
TIP
778
Torray Investment Partners
Maryland
$4.31M +$387K +1,322 +10%
AAS
779
Annex Advisory Services
Wisconsin
$4.29M +$83.4K +285 +2%
TLP
780
Trinity Legacy Partners
Texas
$4.28M +$670K +2,289 +18%
ECM
781
Everence Capital Management
Indiana
$4.28M
CCG
782
Cypress Capital Group
Florida
$4.27M +$149K +508 +3%
GDP
783
Great Diamond Partners
Maine
$4.27M -$46.8K -160 -1%
AAMA
784
Advanced Asset Management Advisors
Ohio
$4.26M
RWA
785
River Wealth Advisors
Pennsylvania
$4.23M -$133K -456 -3%
TW
786
Trajan Wealth
Arizona
$4.22M +$4.34M +14,842 New
SL
787
Sentry LLC
Tennessee
$4.21M -$585 -2 -0%
ZF
788
Zhang Financial
Michigan
$4.2M +$383K +1,309 +10%
CIA
789
Concurrent Investment Advisors
Florida
$4.19M +$180K +616 +4%
DLA
790
Douglas Lane & Associates
New York
$4.19M -$14.6K -50 -0.3%
HI
791
Horizon Investments
North Carolina
$4.16M -$85.1K -291 -2%
HVP
792
Hudson Value Partners
Florida
$4.15M +$375K +1,280 +10%
MMG
793
Monetary Management Group
Missouri
$4.15M +$90.7K +310 +2%
PFM
794
Patton Fund Management
Texas
$4.15M +$4.27M +14,581 New
WAM
795
Wolverine Asset Management
Illinois
$4.13M +$4.25M +14,513 New
SSWM
796
Smith Salley Wealth Management
North Carolina
$4.13M -$1.04M -3,568 -20%
SC
797
Slow Capital
California
$4.12M -$25.5K -87 -0.6%
PH
798
Pinnacle Holdings
Oklahoma
$4.11M -$210K -718 -5%
WC
799
Woodstock Corp
Massachusetts
$4.11M -$55.9K -191 -1%
AWM
800
AE Wealth Management
Kansas
$4.11M -$20.3M -69,216 -83%