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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
Chemical Bank
Michigan
$4.51M +$200K +3,640 +5%
APA
1002
American Portfolios Advisors
New York
$4.5M +$4.24M +77,020 New
AIM
1003
Assured Investment Management
New York
$4.5M +$3.18M +57,840 +303%
TWA
1004
TCI Wealth Advisors
Arizona
$4.5M
CBU
1005
CIBC Bank USA
Illinois
$4.46M +$178K +3,240 +4%
NCGI
1006
Next Century Growth Investors
Minnesota
$4.43M -$1.88M -34,080 -31%
BAM
1007
Barrett Asset Management
New York
$4.4M -$243K -4,420 -6%
Fayez Sarofim & Co
1008
Fayez Sarofim & Co
Texas
$4.39M +$133K +2,420 +3%
RFWA
1009
RPg Family Wealth Advisory
Massachusetts
$4.39M -$40.7K -740 -1%
AF
1010
Aldebaran Financial
$4.38M +$205K +3,720 +5%
LWAC
1011
Laurel Wealth Advisors (California)
California
$4.38M +$528K +9,600 +15%
LC
1012
Lourd Capital
California
$4.38M +$1.02M +18,600 +33%
PFS
1013
Physicians Financial Services
North Carolina
$4.35M +$187K +3,400 +5%
WAM
1014
Wealthspire Advisors (Maryland)
Maryland
$4.33M +$735K +13,360 +22%
I
1015
IberiaBank
Louisiana
$4.33M +$923K +16,780 +30%
LMIM
1016
Lockheed Martin Investment Management
Maryland
$4.33M -$2.09M -38,000 -34%
AA
1017
Apriem Advisors
California
$4.31M -$354K -6,440 -8%
HAM
1018
Highstreet Asset Management
Ontario, Canada
$4.29M +$967K +17,580 +32%
BAM
1019
Belpointe Asset Management
Nevada
$4.27M +$166K +3,020 +4%
SSWM
1020
Sheets Smith Wealth Management
North Carolina
$4.26M +$368K +6,680 +10%
MWM
1021
Meridian Wealth Management
Kentucky
$4.21M +$117K +2,120 +3%
COI
1022
Connable Office Inc
Michigan
$4.19M -$503K -9,140 -11%
UR
1023
USCA RIA
Texas
$4.19M +$490K +8,900 +14%
GA
1024
GFS Advisors
Texas
$4.18M
WEC
1025
Winslow Evans & Crocker
Massachusetts
$4.18M -$112K -2,040 -3%