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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1201
Wasatch Advisors
Utah
$3.87M +$18.6K +120 +0.5%
QI
1202
QV Investors
Alberta, Canada
$3.87M – – –
MNBTD
1203
Moody National Bank Trust Division
Texas
$3.87M +$4.03K +26 +0.1%
JFGIW
1204
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.86M +$532K +3,432 +16%
BHBT
1205
Burke & Herbert Bank & Trust
Virginia
$3.86M -$1.55K -10 -0%
BHPW
1206
Beverly Hills Private Wealth
California
$3.85M -$104K -670 -3%
PCS
1207
Personal CFO Solutions
New Jersey
$3.84M +$1M +6,487 +36%
BCCM
1208
Bridge Creek Capital Management
Massachusetts
$3.84M -$30.8K -199 -0.8%
MCWS
1209
McKinley Carter Wealth Services
West Virginia
$3.83M +$97.6K +630 +3%
CWM
1210
Centric Wealth Management
Illinois
$3.82M +$308K +1,987 +9%
PWAM
1211
Private Wealth Asset Management
Iowa
$3.81M +$384K +2,478 +11%
CPWA
1212
Cerro Pacific Wealth Advisors
California
$3.8M -$62.7K -405 -2%
IAG
1213
Investmark Advisory Group
Connecticut
$3.8M +$35.3K +228 +0.9%
TCM
1214
Traynor Capital Management
Pennsylvania
$3.79M +$407K +2,629 +12%
TWP
1215
Triad Wealth Partners
Kansas
$3.79M +$2.99M +19,327 +383%
FAM
1216
Formidable Asset Management
Ohio
$3.77M +$114K +736 +3%
GFPC
1217
Global Financial Private Client
Florida
$3.77M +$3.87K +25 +0.1%
MFA
1218
Mayflower Financial Advisors
Massachusetts
$3.76M +$285K +1,843 +8%
AMIM
1219
Aull & Monroe Investment Management
Alabama
$3.75M +$71.9K +464 +2%
SW
1220
Simplicity Wealth
New Jersey
$3.74M -$1.83M -11,831 -33%
CA
1221
Capital Advantage
California
$3.74M +$43.2K +279 +1%
WAM
1222
Weatherly Asset Management
California
$3.74M +$211K +1,362 +6%
TAM
1223
Titleist Asset Management
Texas
$3.73M -$841K -5,432 -18%
HBT
1224
Hills Bank & Trust
Iowa
$3.73M -$421K -2,720 -10%
AB
1225
Atlas Brown
Kentucky
$3.73M +$3.41K +22 +0.1%