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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
Mengis Capital Management
Oregon
$962K -$46.2K -600 -4%
KTC
852
Kentucky Trust Company
Kentucky
$962K -$37.1K -482 -3%
CIAS
853
Capital Investment Advisory Services
North Carolina
$960K -$10.3K -134 -1%
RC
854
Roundview Capital
New Jersey
$954K +$1.02M +13,288 New
DAS
855
Diversify Advisory Services
Utah
$954K -$649K -8,426 -43%
TWA
856
TCI Wealth Advisors
Arizona
$953K -$2K -26 -0.2%
ACM
857
Aljian Capital Management
Nevada
$946K +$3.16K +41 +0.3%
OAM
858
Ostrum Asset Management
France
$943K -$469K -6,094 -32%
HI
859
Harbour Investments
Wisconsin
$942K +$579K +7,519 +134%
SAI
860
Savvy Advisors Inc
New York
$936K +$245K +3,181 +32%
FTWA
861
Fifth Third Wealth Advisors
Ohio
$926K +$192K +2,498 +24%
WSFS
862
Wilmington Savings Fund Society
Delaware
$919K +$17.3K +224 +2%
BPWM
863
Badgley Phelps Wealth Managers
Washington
$913K +$6.16K +80 +0.6%
SJIM
864
St. Johns Investment Management
Florida
$913K +$120K +1,552 +14%
1SB
865
1ST Source Bank
Indiana
$913K +$63.1K +819 +7%
MCM
866
Mainstay Capital Management
Michigan
$910K +$976K +12,676 New
PMG
867
ProVise Management Group
Florida
$909K +$539 +7 +0.1%
IWM
868
IHT Wealth Management
Illinois
$909K +$115K +1,494 +13%
SW
869
SVB Wealth
Massachusetts
$906K -$98.4K -1,277 -9%
LIM
870
Longfellow Investment Management
Massachusetts
$906K
RRA
871
Round Rock Advisors
Connecticut
$905K -$190K -2,472 -16%
KA
872
Kovack Advisors
Florida
$898K -$129K -1,669 -12%
PA
873
Parallel Advisors
California
$896K +$66.9K +869 +7%
SDWIA
874
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$895K +$48.7K +632 +5%
VWA
875
Visionary Wealth Advisors
Illinois
$892K -$11.6K -150 -1%