Name Holding Trade Value Shares
Change
Change in
Stake
UCI
1026
Uncommon Cents Investing
Wisconsin
$4.25M -$52.8K -857 -1%
CT
1027
Colonial Trust
South Carolina
$4.24M -$124K -2,020 -3%
SIM
1028
Studio Investment Management
Illinois
$4.24M -$109K -1,776 -3%
SSI
1029
Scott & Selber Inc
Texas
$4.24M +$5.23K +85 +0.1%
PG
1030
Patten Group
Tennessee
$4.23M -$98.6K -1,602 -2%
SHFA
1031
SS&H Financial Advisors
Michigan
$4.23M -$123K -2,000 -3%
SSWM
1032
Smith Salley Wealth Management
North Carolina
$4.21M +$139K +2,252 +3%
APIM
1033
Agate Pass Investment Management
Washington
$4.2M +$777K +12,621 +23%
PWG
1034
Portside Wealth Group
Utah
$4.19M -$537K -8,728 -11%
AWS
1035
Arkfeld Wealth Strategies
Nebraska
$4.17M -$29.7K -482 -0.7%
HW
1036
Hancock Whitney
Mississippi
$4.16M -$230K -3,731 -5%
OC
1037
Oppenheimer & Close
New York
$4.14M -$186K -3,018 -4%
EH
1038
Equitable Holdings
New York
$4.14M +$901K +14,643 +28%
TFS
1039
Thoroughbred Financial Services
Tennessee
$4.12M +$7.45K +121 +0.2%
MBTD
1040
Mechanics Bank - Trust Department
California
$4.12M +$327K +5,310 +9%
DWT
1041
Dorsey & Whitney Trust
South Dakota
$4.12M -$14.3K -233 -0.3%
UA
1042
Unison Advisors
District of Columbia
$4.11M +$26.8K +435 +0.7%
MP
1043
McDonald Partners
Ohio
$4.09M +$478K +7,765 +13%
DIM
1044
DLK Investment Management
California
$4.09M +$10.6K +172 +0.3%
RCA
1045
Resonant Capital Advisors
Wisconsin
$4.07M +$164K +2,670 +4%
IA
1046
Icon Advisers
Colorado
$4.04M – – –
MAWAG
1047
Mid-American Wealth Advisory Group
Missouri
$4.03M -$180K -2,930 -4%
DA
1048
DCF Advisers
Connecticut
$4.01M +$2.15M +35,000 +117%
SAMC
1049
Spectrum Asset Management (California)
California
$4M +$3.33K +54 +0.1%
FC
1050
Forte Capital
New York
$3.99M -$31.2K -506 -0.8%