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Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
1176
Philip James Wealth Mangement
Georgia
$2.99M -$140K -2,446 -5%
TPWM
1177
Twelve Points Wealth Management
Massachusetts
$2.99M +$326K +5,702 +13%
AWC
1178
Abundance Wealth Counselors
Pennsylvania
$2.98M +$55K +963 +2%
SAM
1179
Shell Asset Management
Netherlands
$2.97M -$81.2K -1,422 -3%
AWM
1180
Accurate Wealth Management
Florida
$2.97M +$17.3K +303 +0.6%
AAS
1181
Ameritas Advisory Services
Nebraska
$2.96M +$186K +3,252 +7%
UAS
1182
United Asset Strategies
New York
$2.96M +$85.3K +1,494 +3%
WCM
1183
Weaver Capital Management
Georgia
$2.96M +$395K +6,916 +16%
IWA
1184
Icon Wealth Advisors
Texas
$2.95M +$1.94K +34 +0.1%
LSAG
1185
Lake Street Advisors Group
New Hampshire
$2.95M +$85.3K +1,493 +3%
LWCFA
1186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.94M -$32K -560 -1%
CPBTD
1187
Central Pacific Bank - Trust Division
Hawaii
$2.94M -$51.2K -897 -2%
HI
1188
Harbour Investments
Wisconsin
$2.93M +$86K +1,506 +3%
FCMC
1189
Founders Capital Management (Connecticut)
Connecticut
$2.92M +$39.6K +693 +1%
PCM
1190
Palouse Capital Management
Washington
$2.92M -$44.6K -781 -2%
LS
1191
Leelyn Smith
Illinois
$2.91M -$23.9K -418 -0.8%
SC
1192
Sawyer & Company
Massachusetts
$2.9M -$6.11K -107 -0.2%
ADL
1193
Asset Dedication LLC
California
$2.89M -$1.09M -19,088 -28%
GA
1194
GFS Advisors
Texas
$2.88M +$2.78M +48,709 New
MWAM
1195
Manhattan West Asset Management
California
$2.88M +$27.7K +485 +1%
ANTB
1196
AMG National Trust Bank
Colorado
$2.88M -$38K -666 -1%
TAM
1197
Tealwood Asset Management
Minnesota
$2.88M +$130K +2,269 +5%
SFI
1198
SPC Financial Inc
Maryland
$2.86M +$218K +3,820 +9%
BTD
1199
BankPlus Trust Department
Mississippi
$2.85M +$2.75M +48,093 New
WA1
1200
Wimmer Associates 1
California
$2.84M -$14.6K -255 -0.5%