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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1776
Symphony Financial
Texas
$3.21M +$3.17M +32,720 New
CCT
1777
Country Club Trust
Missouri
$3.21M +$395K +4,080 +14%
ACM
1778
Ayrshire Capital Management
Connecticut
$3.21M +$46.5K +480 +1%
GFP
1779
Gryphon Financial Partners
Ohio
$3.19M +$83.2K +860 +3%
BMO
1780
Beck Mack & Oliver
New York
$3.19M +$377K +3,900 +14%
VWM
1781
Venturi Wealth Management
Texas
$3.18M +$703K +7,260 +29%
RAM
1782
Roanoke Asset Management
New Jersey
$3.17M +$29K +300 +0.9%
BIM
1783
Baldwin Investment Management
Pennsylvania
$3.17M -$87.1K -900 -3%
ACWM
1784
Adams Chetwood Wealth Management
North Carolina
$3.17M
GEA
1785
Glen Eagle Advisors
New Jersey
$3.16M +$137K +1,420 +5%
RDWM
1786
Red Door Wealth Management
Tennessee
$3.15M +$437K +4,520 +16%
CCM
1787
Chickasaw Capital Management
Tennessee
$3.15M -$439K -4,540 -12%
BAM
1788
Berkshire Asset Management
Pennsylvania
$3.15M +$232K +2,400 +8%
TI
1789
tru Independence
Oregon
$3.15M
EPC
1790
Emerson Point Capital
New York
$3.15M +$302K +3,120 +11%
LS
1791
Leelyn Smith
Illinois
$3.14M +$877K +9,060 +39%
CWAG
1792
Compton Wealth Advisory Group
Virginia
$3.13M -$145K -1,500 -4%
GI
1793
GS Investments
Minnesota
$3.13M +$556K +5,740 +22%
GWS
1794
Glassman Wealth Services
Virginia
$3.13M +$172K +1,780 +6%
MJP
1795
Michael J. Puzo
$3.12M +$234K +2,420 +8%
SI
1796
Shaker Investments
Ohio
$3.12M -$40.7K -420 -1%
CBB
1797
Citizens Business Bank
California
$3.12M -$27.1K -280 -0.9%
LA
1798
LVW Advisors
New York
$3.12M +$503K +5,200 +19%
ISWM
1799
Independent Solutions Wealth Management
New York
$3.12M +$292K +3,020 +10%
HTC
1800
Haverford Trust Company
Pennsylvania
$3.11M -$557K -5,760 -15%