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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1176
Weatherly Asset Management
California
$2.67M -$36.5K -732 -1%
CBC
1177
Coombe, Bender & Co
New York
$2.66M +$28.8K +578 +1%
KFP
1178
Keystone Financial Planning
Ohio
$2.66M -$144K -2,886 -5%
BOSSRA
1179
B.O.S.S. Retirement Advisors
Utah
$2.66M -$188K -3,760 -7%
VNIM
1180
Vaughan Nelson Investment Management
Texas
$2.66M -$1.85K -37 -0.1%
FCP
1181
Fidelis Capital Partners
Florida
$2.65M +$716K +14,360 +37%
SFO
1182
Stokes Family Office
Louisiana
$2.65M +$166K +3,328 +7%
UCB
1183
United Community Bank
South Carolina
$2.64M +$108K +2,165 +4%
Jones Financial Companies
1184
Jones Financial Companies
Missouri
$2.64M +$891K +17,860 +51%
CPBTD
1185
Central Pacific Bank - Trust Division
Hawaii
$2.63M +$2.62M +52,599 New
TCM
1186
Tufton Capital Management
Maryland
$2.63M -$3.18M -63,701 -55%
DCM
1187
Dudley Capital Management
Virginia
$2.62M -$68.8K -1,379 -3%
CAL
1188
Capital Analysts LLC
Pennsylvania
$2.62M -$40.1K -803 -2%
RSWM
1189
Robertson Stephens Wealth Management
California
$2.62M +$166K +3,330 +7%
WI
1190
Wintrust Investments
Illinois
$2.62M -$742K -14,871 -22%
GP
1191
Girard Partners
Pennsylvania
$2.6M -$236K -4,725 -8%
MGIA
1192
Moneta Group Investment Advisors
Missouri
$2.59M +$179K +3,579 +7%
BPC
1193
Banque Pictet & Cie
Switzerland
$2.58M
WMA
1194
West Michigan Advisors
Michigan
$2.58M +$289K +5,790 +13%
9WM
1195
9258 Wealth Management
Ohio
$2.58M +$49.2K +987 +2%
BFG
1196
Beacon Financial Group
Texas
$2.57M -$228K -4,570 -8%
SPC
1197
Sigma Planning Corp
Michigan
$2.57M +$1.35M +27,152 +111%
LPT
1198
Legacy Private Trust
Wisconsin
$2.55M -$208K -4,172 -8%
AW
1199
Apricus Wealth
South Carolina
$2.54M -$2.5K -50 -0.1%
RCM
1200
Radnor Capital Management
Pennsylvania
$2.52M -$211K -4,227 -8%