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Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1851
Pettyjohn Wood & White
Virginia
$5.84M +$15.4K +115 +0.3%
MVA
1852
Mount Vernon Associates
Maryland
$5.84M +$24.1K +180 +0.4%
WIM
1853
WealthPlan Investment Management
Nebraska
$5.83M +$3.47M +25,876 +129%
CCG
1854
Cloverfields Capital Group
Minnesota
$5.83M +$78.4K +585 +1%
ISB
1855
Iowa State Bank
Iowa
$5.83M +$15.4K +115 +0.3%
TH
1856
Team Hewins
California
$5.82M +$6.13M +45,769 New
CIC
1857
Chase Investment Counsel
Virginia
$5.8M +$1.41M +10,488 +30%
KFBMI
1858
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.78M +$469K +3,500 +8%
XF
1859
XML Financial
Maryland
$5.77M +$297K +2,217 +5%
SIG
1860
Sargent Investment Group
Maryland
$5.77M +$1.14M +8,515 +23%
CIS
1861
Capital International Sarl
California
$5.76M +$1.67M +12,478 +38%
RPWA
1862
Regent Peak Wealth Advisors
Georgia
$5.76M +$29.2K +218 +0.5%
AF
1863
Apexium Financial
Texas
$5.75M +$282K +2,107 +5%
CWA
1864
Consilio Wealth Advisors
Washington
$5.75M +$461K +3,443 +8%
GMA
1865
Glassy Mountain Advisors
Maryland
$5.74M +$60.3K +450 +1%
TL
1866
Tradewinds LLC
North Carolina
$5.74M +$265K +1,975 +5%
GCM
1867
Goldstream Capital Management
Hong Kong
$5.74M +$1.96M +14,610 +48%
MYIA
1868
Mount Yale Investment Advisors
Colorado
$5.73M +$126K +940 +2%
GIM
1869
Grassi Investment Management
California
$5.72M +$559K +4,170 +10%
TCM
1870
Thames Capital Management
New Jersey
$5.72M +$6.03M +44,994 New
TWA
1871
TCI Wealth Advisors
Arizona
$5.72M +$7.5K +56 +0.1%
TAM
1872
Tabor Asset Management
New York
$5.7M +$6.01M +44,852 New
VNA
1873
Valley National Advisers
Pennsylvania
$5.7M +$295K +2,201 +5%
ZIG
1874
Zullo Investment Group
Pennsylvania
$5.69M +$154K +1,148 +3%
1IA
1875
1834 Investment Advisors
Wisconsin
$5.68M -$37.4K -279 -0.6%