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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1676
Cordatus Wealth Management
Pennsylvania
$1.61M +$1.78M +21,460 New
TL
1677
TrueWealth LLC
Georgia
$1.61M +$281K +3,380 +19%
KA
1678
Kaizen Advisory
Illinois
$1.61M +$151K +1,820 +9%
AC
1679
Alexandria Capital
Virginia
$1.6M +$1.33M +16,020 +301%
LIM
1680
Leavell Investment Management
Alabama
$1.6M +$457K +5,500 +35%
FPCG
1681
Fort Pitt Capital Group
Pennsylvania
$1.59M +$502K +6,040 +40%
AAM
1682
Ascension Asset Management
New York
$1.59M +$6.65K +80 +0.4%
RM
1683
Resource Management
Louisiana
$1.59M +$56.5K +680 +3%
LA
1684
LVW Advisors
New York
$1.58M +$554K +6,660 +46%
CL
1685
Choreo LLC
Illinois
$1.58M -$328K -3,940 -16%
WF
1686
WoodTrust Financial
Wisconsin
$1.57M +$18.3K +220 +1%
ACM
1687
Allred Capital Management
Texas
$1.57M +$1.74M +20,960 New
FNBOH
1688
First National Bank of Hutchinson
Kansas
$1.57M +$41.6K +500 +2%
FIM
1689
Fernwood Investment Management
Massachusetts
$1.57M +$856K +10,300 +97%
SWM
1690
Segment Wealth Management
Texas
$1.56M +$29.9K +360 +2%
PWMG
1691
Prestige Wealth Management Group
New Jersey
$1.55M +$1.72M +20,660 New
Dodge & Cox
1692
Dodge & Cox
California
$1.55M
OWD
1693
Osborn Williams & Donohoe
Ohio
$1.55M +$125K +1,500 +8%
DHFB
1694
Dixon Hubard Feinour & Brown
Virginia
$1.54M +$191K +2,300 +13%
CWS
1695
Cypress Wealth Services
California
$1.54M +$238K +2,860 +16%
CNBT
1696
Canandaigua National Bank & Trust
New York
$1.53M +$451K +5,420 +36%
SLT
1697
St Louis Trust
Missouri
$1.53M -$798K -9,600 -32%
BC
1698
Burney Company
Virginia
$1.53M +$321K +3,860 +23%
PPP
1699
Private Portfolio Partners
New Jersey
$1.53M +$1.69M +20,380 New
BIA
1700
Biondo Investment Advisors
Pennsylvania
$1.52M +$1.69M +20,300 New