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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1401
Donaldson Capital Management
Indiana
$8.7M +$516K +4,080 +6%
CNC
1402
Canandaigua National Corp
New York
$8.69M -$177K -1,402 -2%
MMG
1403
Monetary Management Group
Missouri
$8.64M -$3.79K -30 -0%
FPAS
1404
Focus Partners Advisor Solutions
Missouri
$8.63M +$3.07M +24,294 +47%
LSPW
1405
Lake Street Private Wealth
Illinois
$8.61M -$674K -5,336 -7%
WBC
1406
West Branch Capital
Massachusetts
$8.6M +$126K +996 +1%
SS
1407
Sunbelt Securities
Texas
$8.6M +$73.9K +585 +0.8%
DIM
1408
Delta Investment Management
California
$8.58M -$2.06M -16,309 -18%
CA
1409
Continuum Advisory
Idaho
$8.58M +$451K +3,570 +5%
FFA
1410
Fragasso Financial Advisors
Pennsylvania
$8.54M +$2.29M +18,082 +31%
DPIM
1411
Duff & Phelps Investment Management
Illinois
$8.52M +$269K +2,125 +3%
RCM
1412
Ratan Capital Management
Florida
$8.51M -$7.14M -56,500 -43%
SNB
1413
Security National Bank
Nebraska
$8.48M -$34.1K -270 -0.4%
CFG
1414
Cooper Financial Group
California
$8.48M -$885K -7,003 -9%
HPWA
1415
Hall Private Wealth Advisors
North Carolina
$8.47M +$638K +5,048 +7%
CWA
1416
Canvas Wealth Advisors
Kansas
$8.42M +$565K +4,470 +7%
SIA
1417
Soltis Investment Advisors
Utah
$8.41M +$3.7M +29,248 +65%
EAM
1418
Evanson Asset Management
California
$8.4M +$825K +6,529 +10%
BCA
1419
Bray Capital Advisors
Florida
$8.39M +$78.4K +620 +0.8%
FA
1420
Fagan Associates
New York
$8.37M +$187K +1,476 +2%
LIM
1421
Leavell Investment Management
Alabama
$8.37M +$250K +1,975 +3%
LJAC
1422
L.J. Altfest & Co
New York
$8.37M +$687K +5,438 +8%
RI
1423
Redwood Investments
Massachusetts
$8.35M -$368K -2,908 -4%
EVM
1424
Evelyn V. Moreno
$8.33M -$7.01M -55,481 -43%
SCM
1425
Sandler Capital Management
New York
$8.31M +$9.29M +73,520 New