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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1751
Red Door Wealth Management
Tennessee
$5.46M -$72.5K -460 -1%
CIP
1752
Convergence Investment Partners
Florida
$5.45M +$315K +2,000 +6%
GC
1753
Gruss & Co
Florida
$5.45M -$2.3M -14,600 -30%
BCB
1754
Brian C. Broderick
$5.45M +$183K +1,160 +3%
TWMP
1755
Taylor Wealth Management Partners
Massachusetts
$5.43M +$37.8K +240 +0.7%
GLA
1756
Good Life Advisors
Pennsylvania
$5.42M +$391K +2,480 +8%
BS
1757
Boenning & Scattergood
Pennsylvania
$5.41M +$419K +2,660 +8%
COF
1758
Capital One Financial
Virginia
$5.4M -$460K -2,920 -8%
MWA
1759
MFA Wealth Advisors
Pennsylvania
$5.39M -$164K -1,040 -3%
LA
1760
LVW Advisors
New York
$5.39M +$88.3K +560 +2%
TI
1761
Trexquant Investment
Connecticut
$5.39M +$5.4M +34,240 New
WA
1762
Wealth Architects
California
$5.38M -$2.64M -16,720 -33%
HTC
1763
Haverford Trust Company
Pennsylvania
$5.38M +$31.5K +200 +0.6%
HT
1764
Heritage Trust
Oklahoma
$5.38M -$315K -2,000 -6%
CP
1765
Cumberland Partners
Ontario, Canada
$5.36M -$410K -2,600 -7%
PFSC
1766
Peoples Financial Services Corp
Pennsylvania
$5.35M -$34.7K -220 -0.6%
RCM
1767
RB Capital Management
Nevada
$5.35M +$429K +2,720 +9%
WAS
1768
Wealth Advisory Solutions
Indiana
$5.34M -$1.89M -12,020 -26%
ATFA
1769
All Terrain Financial Advisors
Minnesota
$5.33M +$293K +1,860 +6%
ACM
1770
Ayrshire Capital Management
Connecticut
$5.32M +$22.1K +140 +0.4%
SAM
1771
Security Asset Management
New York
$5.31M -$1.73M -11,000 -25%
SBWIC
1772
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.31M +$413K +2,620 +8%
ATC
1773
Adirondack Trust Company
New York
$5.29M -$37.8K -240 -0.7%
HCM
1774
Hodges Capital Management
Texas
$5.28M +$72.5K +460 +2%
VWM
1775
Venturi Wealth Management
Texas
$5.25M -$448K -2,840 -8%