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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
851
Jacobi Capital Management
Pennsylvania
$2.74M +$91.1K +382 +4%
CPIA
852
Cornell Pochily Investment Advisors
New York
$2.73M -$1.67K -7 -0.1%
RCM
853
RB Capital Management
Nevada
$2.73M +$108K +452 +4%
MF
854
Magnetar Financial
Illinois
$2.73M +$762K +3,195 +41%
SFA
855
Sequoia Financial Advisors
Ohio
$2.73M +$231K +970 +10%
RDWM
856
Red Door Wealth Management
Tennessee
$2.71M +$276K +1,157 +12%
XWM
857
Xcel Wealth Management
Florida
$2.71M +$12.4K +52 +0.5%
MPM
858
Meritage Portfolio Management
Kansas
$2.71M +$2.6M +10,886 New
BA
859
Bennicas & Associates
California
$2.69M -$155K -650 -6%
MWA
860
Meridian Wealth Advisors
Texas
$2.68M
BPM
861
Bowling Portfolio Management
Ohio
$2.67M -$1.84M -7,720 -42%
WSTAM
862
Wilbanks Smith & Thomas Asset Management
Virginia
$2.67M -$28.6K -120 -1%
MAFM
863
Mid Atlantic Financial Management
Pennsylvania
$2.66M +$257K +1,079 +11%
UHC
864
Union Heritage Capital
Michigan
$2.66M +$2.55M +10,700 New
BCM
865
Brookmont Capital Management
Texas
$2.64M -$33.9K -142 -1%
BFS
866
Bradley Foster & Sargent
Connecticut
$2.63M +$954K +3,997 +61%
CNC
867
Canandaigua National Corp
New York
$2.63M -$477 -2 -0%
CNBTD
868
Citizens National Bank Trust Department
Mississippi
$2.62M -$29.8K -125 -1%
DCM
869
Delta Capital Management
New Jersey
$2.62M +$31K +130 +1%
EWA
870
Encompass Wealth Advisors
Oregon
$2.61M +$10.5K +44 +0.4%
NSAM
871
North Star Asset Management
Wisconsin
$2.6M +$47.7K +200 +2%
LNC
872
Lincoln National Corp
Pennsylvania
$2.6M +$131K +547 +6%
WANY
873
Wealthspire Advisors (New York)
New York
$2.59M +$649K +2,718 +35%
MWM
874
Mission Wealth Management
California
$2.59M +$835K +3,499 +51%
CBT
875
Capital Bank & Trust
California
$2.58M +$91.9K +385 +4%