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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1001
Graypoint LLC
New York
$4.61M -$97K -1,697 -2%
LCP
1002
Legacy Capital Partners
Wisconsin
$4.6M +$182K +3,184 +5%
IFAM
1003
Institutional & Family Asset Management
Colorado
$4.59M -$498K -8,715 -11%
SYBT
1004
Stock Yards Bank & Trust
Kentucky
$4.59M +$359K +6,286 +9%
CWM
1005
Concentric Wealth Management
California
$4.59M -$47.7K -835 -1%
JCM
1006
Jacobi Capital Management
Pennsylvania
$4.59M +$275K +4,817 +7%
TCCM
1007
Timber Creek Capital Management
Massachusetts
$4.57M +$16.6K +290 +0.4%
SWA
1008
SFMG Wealth Advisors
Texas
$4.57M +$470K +8,229 +13%
AT
1009
Arden Trust
Delaware
$4.57M -$63K -1,103 -2%
PCM
1010
Princeton Capital Management
New Jersey
$4.57M +$34.5K +603 +0.8%
SL
1011
Summitry LLC
California
$4.56M -$53.1K -930 -1%
SCP
1012
Shorepoint Capital Partners
Massachusetts
$4.55M -$58K -1,016 -1%
SIMM
1013
Stillwater Investment Management (Minnesota)
Minnesota
$4.55M +$26.7K +468 +0.7%
LIM
1014
Leavell Investment Management
Alabama
$4.54M +$42.9K +750 +1%
AC
1015
Abbrea Capital
California
$4.54M +$46.8K +820 +1%
B
1016
Bailard
California
$4.53M +$91.1K +1,594 +2%
WTA
1017
Washington Trust Advisors
Massachusetts
$4.52M +$4.07M +71,270 New
MCC
1018
Money Concepts Capital
Florida
$4.52M +$4.07M +71,261 New
PCA
1019
Personal Capital Advisors
California
$4.51M -$34.2K -598 -0.8%
ADL
1020
Asset Dedication LLC
California
$4.48M +$594K +10,389 +17%
CGH
1021
CMG Global Holdings
Texas
$4.46M +$401K +7,026 +11%
IRF
1022
IBM Retirement Fund
New York
$4.46M -$2.8M -48,991 -41%
HRC
1023
Hoertkorn Richard Charles
$4.45M +$49.4K +865 +1%
LNC
1024
Lincoln National Corp
Pennsylvania
$4.45M +$321K +5,618 +9%
SA
1025
SRN Advisors
Pennsylvania
$4.43M -$464K -8,127 -10%