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Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
826
Dumont & Blake Investment Advisors
New Jersey
$2.71M -$69.6K -305 -3%
WDA
827
Wendell David Associates
New Hampshire
$2.71M
LAM
828
L2 Asset Management
Massachusetts
$2.7M -$713K -3,127 -21%
KL
829
KWMG LLC
Kansas
$2.69M +$187K +820 +8%
PMG
830
ProVise Management Group
Florida
$2.69M -$146K -638 -5%
FC
831
Fusion Capital
South Carolina
$2.69M +$58K +254 +2%
TCBWMS
832
Texas Capital Bank Wealth Management Services
Texas
$2.68M +$464K +2,033 +22%
CAM
833
Cypress Asset Management
Texas
$2.68M -$115K -505 -4%
BCM
834
Brookmont Capital Management
Texas
$2.68M -$798K -3,497 -24%
WKWM
835
Walter & Keenan Wealth Management
Indiana
$2.67M -$4.05M -17,752 -61%
BL
836
BFSG LLC
California
$2.66M -$20.5K -90 -0.8%
SSWM
837
Sheets Smith Wealth Management
North Carolina
$2.65M +$1.56M +6,826 +154%
NDSI
838
Newman Dignan & Sheerar Inc
Rhode Island
$2.64M +$30.8K +135 +1%
HIC
839
Hartline Investment Corp
Illinois
$2.64M +$25.1K +110 +1%
IA
840
IndexIQ Advisors
New York
$2.63M +$2.54M +11,132 New
UTC
841
Unified Trust Company
Kentucky
$2.61M -$153K -671 -6%
CB
842
Community Bank
New York
$2.6M +$46.8K +205 +2%
BSW
843
Buckingham Strategic Wealth
Missouri
$2.58M -$1.69M -7,412 -40%
MFAM
844
Motley Fool Asset Management
Virginia
$2.58M +$76.2K +334 +3%
JSMC
845
Jess S. Morgan & Co
California
$2.58M -$442K -1,938 -15%
NC
846
NewSquare Capital
Pennsylvania
$2.58M +$75.3K +330 +3%
GWM
847
Geneos Wealth Management
Colorado
$2.57M +$5.02K +22 +0.2%
SPC
848
Stewart & Patten Company
California
$2.56M -$114K -500 -4%
RA
849
RFG Advisory
Alabama
$2.56M +$137K +599 +6%
CPIA
850
Cornell Pochily Investment Advisors
New York
$2.54M +$88.5K +388 +4%