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Name Holding Trade Value Shares
Change
Change in
Stake
BOCM
1051
Bontempo Ohly Capital Management
Maryland
$2.72M +$34.8K +794 +1%
JWCA
1052
J.W. Coons Advisors
Ohio
$2.72M +$3.03M +69,014 New
BOC
1053
Barbara Oil Co
Illinois
$2.71M
CPA
1054
Capital Planning Advisors
California
$2.71M -$180K -4,100 -6%
CWM
1055
Chronos Wealth Management
Florida
$2.7M +$25.9K +591 +0.9%
DWT
1056
Dorsey & Whitney Trust
South Dakota
$2.7M -$129K -2,936 -4%
HIP
1057
Harrell Investment Partners
Texas
$2.69M +$426K +9,706 +17%
PNAA
1058
Pictet North America Advisors
Switzerland
$2.69M -$6.27K -143 -0.2%
PJSIMP
1059
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.69M -$167K -3,812 -5%
HIC
1060
Holderness Investments Company
North Carolina
$2.68M +$82.5K +1,880 +3%
SDIC
1061
South Dakota Investment Council
South Dakota
$2.68M -$218K -4,980 -7%
HW
1062
Hedeker Wealth
Illinois
$2.68M +$12.5K +284 +0.4%
PT
1063
Plimoth Trust
Massachusetts
$2.67M -$25.4K -580 -0.8%
LIM
1064
Leavell Investment Management
Alabama
$2.66M +$7.11K +162 +0.2%
LWANC
1065
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.64M +$54.4K +1,239 +2%
MBTD
1066
Mechanics Bank - Trust Department
California
$2.64M +$31K +706 +1%
APW
1067
Aurora Private Wealth
New Jersey
$2.64M +$1.17M +26,626 +66%
WP
1068
WealthSource Partners
California
$2.64M +$699K +15,928 +31%
CCA
1069
Catalyst Capital Advisors
New York
$2.63M -$219K -5,000 -7%
FCMT
1070
Founders Capital Management (Texas)
Texas
$2.61M +$356K +8,120 +14%
CWM
1071
Concentric Wealth Management
California
$2.61M -$14.6K -332 -0.5%
PCA
1072
Personal Capital Advisors
California
$2.61M +$148K +3,372 +5%
VFA
1073
Valeo Financial Advisors
Indiana
$2.6M +$169K +3,849 +6%
CYG
1074
Clean Yield Group
Vermont
$2.58M -$1.59M -36,300 -36%
GIP
1075
Granite Investment Partners
California
$2.58M -$43K -980 -1%