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Name Holding Trade Value Shares
Change
Change in
Stake
JPWM
1076
Jamison Private Wealth Management
Georgia
$7.22M +$53K +507 +0.8%
TPM
1077
Triasima Portfolio Management
Quebec, Canada
$7.21M +$531K +5,080 +9%
BMWM
1078
Brown Miller Wealth Management
Virginia
$7.2M -$550K -5,255 -8%
CWM
1079
Compass Wealth Management
Connecticut
$7.19M -$254K -2,431 -4%
BCM
1080
Birch Capital Management
Texas
$7.19M -$5.44K -52 -0.1%
GFG
1081
Greystone Financial Group
Michigan
$7.18M -$457K -4,372 -7%
EI
1082
EFG International
$7.17M -$4.77M -45,601 -43%
MGIA
1083
Moneta Group Investment Advisors
Missouri
$7.16M +$472K +4,509 +8%
CAL
1084
Capital Analysts LLC
Pennsylvania
$7.16M -$474K -4,531 -7%
SCM
1085
Stonebridge Capital Management
California
$7.15M -$1.27M -12,177 -17%
SFG
1086
SevenBridge Financial Group
Pennsylvania
$7.13M -$66.1K -632 -1%
CIC
1087
Chilton Investment Company
Connecticut
$7.13M +$5.27M +50,425 +492%
WFMPM
1088
Woodley Farra Manion Portfolio Management
Indiana
$7.08M -$4.09M -39,086 -39%
AWS
1089
Arkfeld Wealth Strategies
Nebraska
$7.07M -$280K -2,678 -4%
TCM
1090
Twin Capital Management
Pennsylvania
$7.06M -$13.5K -129 -0.2%
BOC
1091
Barbara Oil Co
Illinois
$7.05M – – –
RWFS
1092
Rayburn West Financial Services
Tennessee
$7.04M -$3.74M -35,804 -37%
WAOTB
1093
Wealth Advisors of Tampa Bay
Florida
$7.01M -$62.7K -600 -1%
CA
1094
Callahan Advisors
Texas
$7M -$523K -4,999 -8%
RIG
1095
RiverFront Investment Group
Virginia
$7M -$390K -3,732 -6%
DMBA
1096
Deseret Mutual Benefit Administrators
Utah
$6.92M -$1.21M -11,529 -16%
SLI
1097
Sumitomo Life Insurance
Japan
$6.89M +$1.17M +11,143 +23%
RWA
1098
Roberts Wealth Advisors
California
$6.84M -$1.37M -13,131 -18%
MPAM
1099
Murphy Pohlad Asset Management
Minnesota
$6.84M -$525K -5,024 -8%
NA
1100
Navellier & Associates
Nevada
$6.84M +$274K +2,622 +5%