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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1076
Wilbanks Smith & Thomas Asset Management
Virginia
$1.56M +$102K +464 +8%
FCBT
1077
First Citizens Bank & Trust
North Carolina
$1.55M -$111K -505 -7%
PIMJS
1078
PKO Investment Management Joint-Stock
Poland
$1.55M
BRG
1079
Bay Rivers Group
Virginia
$1.55M +$1.41M +6,414 New
CHAM
1080
Clear Harbor Asset Management
Connecticut
$1.54M
YWP
1081
YorkBridge Wealth Partners
New York
$1.54M +$18.7K +85 +1%
CCM
1082
Compton Capital Management
Rhode Island
$1.53M
RWA
1083
Ropes Wealth Advisors
Massachusetts
$1.52M -$218K -989 -14%
CWM
1084
Chesapeake Wealth Management
Virginia
$1.52M -$8.82K -40 -0.6%
WEC
1085
Winslow Evans & Crocker
Massachusetts
$1.52M -$9.7K -44 -0.7%
PI
1086
Pettee Investors
Connecticut
$1.51M
EM
1087
Excalibur Management
Massachusetts
$1.51M -$3.31K -15 -0.2%
FAM
1088
Fred Alger Management
New York
$1.51M
AWM
1089
Altium Wealth Management
New York
$1.5M +$76K +345 +6%
ADL
1090
Asset Dedication LLC
California
$1.5M +$151K +683 +12%
AT
1091
Arden Trust
Delaware
$1.5M -$74.5K -338 -5%
GI
1092
GAMCO Investors
Connecticut
$1.5M -$236K -1,070 -15%
FIM
1093
Frontier Investment Management
Texas
$1.49M +$175K +792 +15%
CCA
1094
Cobblestone Capital Advisors
New York
$1.49M
AAM
1095
Auxier Asset Management
Oregon
$1.49M -$11K -50 -0.8%
LWAC
1096
Laurel Wealth Advisors (California)
California
$1.48M -$107K -487 -7%
WHG
1097
Westwood Holdings Group
Texas
$1.48M +$101K +459 +8%
HCMNY
1098
Howard Capital Management (New York)
New York
$1.48M
W
1099
Wealthquest
Ohio
$1.47M -$2.87K -13 -0.2%
TCM
1100
Tradewinds Capital Management
Washington
$1.46M -$13.9K -63 -1%