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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1851
Winthrop Advisory Group
Massachusetts
$2.06M +$133K +1,500 +7%
CMANY
1852
Capital Management Associates (New York)
New York
$2.06M +$205K +2,320 +12%
BSB
1853
Bangor Savings Bank
Maine
$2.05M +$214K +2,420 +12%
PHAM
1854
Portland Hill Asset Management
United Kingdom
$2.03M -$586K -6,620 -23%
PWM
1855
Peterson Wealth Management
Nevada
$2.03M +$1.92M +21,720 New
TL
1856
TrueWealth LLC
Georgia
$2.03M -$40.7K -460 -2%
SMH
1857
Sanders Morris Harris
Texas
$2.03M -$1.33M -14,980 -41%
PCA
1858
Private Capital Advisors
Connecticut
$2.02M
IA
1859
IFG Advisory
Georgia
$2.01M +$24.8K +280 +1%
CP
1860
Covenant Partners
Tennessee
$2.01M +$253K +2,860 +15%
MWM
1861
Mattern Wealth Management
Kansas
$2.01M +$1.93M +21,780 New
CHJWM
1862
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.01M +$86.7K +980 +5%
PAS
1863
Partnervest Advisory Services
California
$2.01M -$458K -5,180 -19%
TSW
1864
Thompson Siegel & Walmsley
Virginia
$2.01M -$414K -4,680 -18%
AL
1865
Arnhold LLC
New York
$2.01M
ACH
1866
ArrowMark Colorado Holdings
Colorado
$2.01M +$23K +260 +1%
NGA
1867
Naples Global Advisors
Florida
$2M -$7.08K -80 -0.4%
BWM
1868
BigSur Wealth Management
Florida
$2M +$1.48M +16,700 +334%
SIA
1869
Soltis Investment Advisors
Utah
$2M +$1.92M +21,700 New
ECG
1870
Edge Capital Group
Georgia
$2M
SCP
1871
Stamos Capital Partners
California
$2M +$149K +1,680 +8%
CWA
1872
Clarus Wealth Advisors
Arizona
$2M +$58.4K +660 +3%
RGIA
1873
Rainier Group Investment Advisory
Washington
$2M -$72.6K -820 -4%
TFA
1874
Teamwork Financial Advisors
Texas
$1.99M +$1.91M +21,540 New
FNBOH
1875
First National Bank of Hutchinson
Kansas
$1.99M -$53.1K -600 -3%