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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1001
Caprock Group
Idaho
$3.65M -$877K -20,688 -20%
RE
1002
RBC Europe
United Kingdom
$3.65M +$338K +7,972 +10%
EAM
1003
EULAV Asset Management
Florida
$3.65M -$297K -7,000 -8%
KWM
1004
Kingsview Wealth Management
Oregon
$3.63M +$2.78M +65,524 +341%
BOCM
1005
Bontempo Ohly Capital Management
Maryland
$3.63M -$8.23K -194 -0.2%
WAM
1006
Weatherly Asset Management
California
$3.63M -$21.2K -500 -0.6%
HPIA
1007
Hamilton Point Investment Advisors
North Carolina
$3.62M +$53.9K +1,271 +2%
DIP
1008
DT Investment Partners
Pennsylvania
$3.6M +$130K +3,075 +4%
OCM
1009
One Capital Management
California
$3.59M -$118K -2,791 -3%
PWW
1010
Pettyjohn Wood & White
Virginia
$3.59M -$78K -1,840 -2%
BOTW
1011
Bank of the West
California
$3.58M -$239K -5,643 -6%
HA
1012
Halsey Associates
Connecticut
$3.55M -$119K -2,800 -3%
GCM
1013
Gibraltar Capital Management
Oklahoma
$3.53M -$750K -17,688 -18%
PNAA
1014
Pictet North America Advisors
Switzerland
$3.53M +$38.1K +898 +1%
SMG
1015
Spectrum Management Group
Indiana
$3.53M +$202K +4,755 +6%
BO
1016
Bank OZK
Arkansas
$3.52M -$349K -8,233 -9%
OLA
1017
Oliver Luxxe Assets
New Jersey
$3.49M +$3.45M +81,426 New
BAC
1018
Boys Arnold & Co
North Carolina
$3.49M +$99.1K +2,336 +3%
HW
1019
Hancock Whitney
Mississippi
$3.48M +$1.8M +42,533 +110%
AFM
1020
Abbot Financial Management
Massachusetts
$3.47M -$21.1K -497 -0.6%
WAOTB
1021
Wealth Advisors of Tampa Bay
Florida
$3.46M -$265K -6,252 -7%
RGC
1022
Roberts, Glore & Co
Illinois
$3.46M -$81.7K -1,926 -2%
SLG
1023
Stanley-Laman Group
Pennsylvania
$3.45M -$309K -7,297 -8%
SCM
1024
Suffolk Capital Management
New York
$3.44M -$11.3M -265,975 -77%
WA
1025
Wheatland Advisors
Pennsylvania
$3.44M -$12.4K -293 -0.4%