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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1401
Simplicity Solutions
Minnesota
$857K -$207K -4,220 -19%
PFSC
1402
Peoples Financial Services Corp
Pennsylvania
$856K -$39.3K -800 -4%
TBA
1403
Tower Bridge Advisors
Pennsylvania
$856K +$2.95K +60 +0.3%
PCA
1404
Private Capital Advisors
Connecticut
$852K +$254K +5,180 +41%
GC
1405
Grimes & Company
Massachusetts
$851K +$139K +2,820 +19%
PGA
1406
Portland Global Advisors
Maine
$847K
SWM
1407
Segment Wealth Management
Texas
$847K +$114K +2,320 +15%
BAC
1408
Boys Arnold & Co
North Carolina
$839K -$43.2K -880 -5%
FMWA
1409
Forvis Mazars Wealth Advisors
Missouri
$837K -$56K -1,140 -6%
CFA
1410
Carroll Financial Associates
North Carolina
$834K +$14.7K +300 +2%
CAM
1411
Concorde Asset Management
Michigan
$832K +$361K +7,340 +74%
ACM
1412
Alta Capital Management
Utah
$830K
WI
1413
Wintrust Investments
Illinois
$825K +$21.6K +440 +3%
NFG
1414
Nadler Financial Group
Illinois
$824K +$88.4K +1,800 +12%
CMANY
1415
Capital Management Associates (New York)
New York
$815K +$982 +20 +0.1%
AWM
1416
Affinity Wealth Management
Delaware
$812K -$12.8K -260 -2%
RC
1417
RegentAtlantic Capital
New Jersey
$812K +$7.86K +160 +1%
PIC
1418
PCJ Investment Counsel
Ontario, Canada
$808K +$39.3K +800 +5%
TDC
1419
Thompson Davis & Co
Virginia
$802K +$127K +2,580 +18%
Dodge & Cox
1420
Dodge & Cox
California
$798K -$49.1K -1,000 -6%
VWA
1421
V Wealth Advisors
Kansas
$795K -$182K -3,700 -18%
WA
1422
WBH Advisory
Maryland
$792K
FA
1423
FCG Advisors
New Jersey
$790K +$13.8K +280 +2%
DIA
1424
Denver Investment Advisors
Colorado
$789K -$418K -8,500 -34%
ST
1425
Smithfield Trust
Pennsylvania
$789K -$246K -5,000 -23%