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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
1051
Asset Advisors Investment Management
Georgia
$22M -$54.8K -320 -0.2%
HR
1052
Howe & Rusling
New York
$21.9M +$620K +3,620 +3%
QPW
1053
Quantum Private Wealth
Florida
$21.8M +$22.3M +130,540 New
CTA
1054
Colonial Trust Advisors
South Carolina
$21.8M -$541K -3,160 -2%
SCA
1055
Spearhead Capital Advisors
Florida
$21.7M +$493K +2,880 +2%
LC
1056
Lakehouse Capital
Australia
$21.7M +$2.82M +16,500 +15%
BTWM
1057
Baker Tilly Wealth Management
Wisconsin
$21.6M +$3.96M +23,140 +22%
WB
1058
Webster Bank
Connecticut
$21.5M -$277K -1,620 -1%
SC
1059
Sepio Capital
Utah
$21.4M +$1.23M +7,160 +6%
RCP
1060
Rothschild Capital Partners
New York
$21.4M +$222K +1,300 +1%
RCAMU
1061
Rothschild & Co Asset Management US
Connecticut
$21.4M -$1.17M -6,820 -5%
RC
1062
Roundview Capital
New Jersey
$21.4M +$1.15M +6,740 +6%
BFC
1063
Blue Fin Capital
Rhode Island
$21.3M -$216K -1,260 -1%
WSTAM
1064
Wilbanks Smith & Thomas Asset Management
Virginia
$21.2M +$551K +3,220 +3%
PIM
1065
Progressive Investment Management
Oregon
$21.2M -$620K -3,620 -3%
CA
1066
Cullinan Associates
Kentucky
$21.2M +$1.88M +10,980 +9%
FTDI
1067
First Trust Direct Indexing
Massachusetts
$21.2M +$205K +1,200 +1%
FCBT
1068
First Citizens Bank & Trust
North Carolina
$21.1M +$1.07M +6,260 +5%
BP
1069
Broadleaf Partners
Ohio
$21.1M -$78.7K -460 -0.4%
WWM
1070
Western Wealth Management
Colorado
$21.1M +$21.7M +126,700 New
BFIM
1071
Beese Fulmer Investment Management
Ohio
$21.1M +$311K +1,820 +1%
ACM
1072
Academy Capital Management
Texas
$21.1M +$342K +2,000 +2%
AAM
1073
AO Asset Management
New York
$21.1M +$7.25M +42,360 +50%
CANY
1074
Caxton Associates (New York)
New York
$21M +$12.8M +74,600 +145%
NIM
1075
Nicollet Investment Management
Minnesota
$21M -$257K -1,500 -1%