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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1326
Private Capital Advisors
Connecticut
$2.7M +$645K +4,500 +37%
FAM
1327
Formidable Asset Management
Ohio
$2.69M -$67K -467 -3%
FG
1328
Fiduciary Group
Georgia
$2.68M +$87.1K +607 +4%
WA1
1329
Wimmer Associates 1
California
$2.67M +$116K +810 +5%
CPIG
1330
Chicago Partners Investment Group
Illinois
$2.67M +$75.3K +525 +3%
CBT
1331
CoreFirst Bank & Trust
Kansas
$2.67M -$77K -537 -3%
EI
1332
EDMP Inc
Florida
$2.66M -$29.1K -203 -1%
EAM
1333
Evanson Asset Management
California
$2.66M +$10K +70 +0.4%
ACI
1334
Alpha Cubed Investments
California
$2.66M +$1.2M +8,337 +104%
FMAEN1
1335
Fund Management at Engine No 1
California
$2.66M +$2.34M +16,319 New
MCM
1336
Monarch Capital Management
Indiana
$2.66M -$30.8K -215 -1%
SWA
1337
Sutton Wealth Advisors
Florida
$2.65M +$107K +747 +5%
VCAM
1338
Van Cleef Asset Management
Ohio
$2.64M -$14.2K -99 -0.6%
CT
1339
Coastline Trust
Rhode Island
$2.63M +$417K +2,911 +22%
WE
1340
Wealth Effects
Massachusetts
$2.62M +$11.8K +82 +0.5%
BHIA
1341
Birch Hill Investment Advisors
Massachusetts
$2.61M -$156K -1,091 -6%
DFA
1342
Delta Financial Advisors
Louisiana
$2.61M -$1.86K -13 -0.1%
ATC
1343
Adirondack Trust Company
New York
$2.61M +$272K +1,898 +13%
NHC
1344
Nicholas Hoffman & Company
Georgia
$2.61M +$40.2K +280 +2%
IR
1345
IAT Reinsurance
New York
$2.6M – – –
CW
1346
Connectus Wealth
Ohio
$2.6M -$10.3M -71,929 -76%
GCC
1347
Guardian Capital (Canada)
Ontario, Canada
$2.6M +$674K +4,700 +42%
FIA
1348
Foundations Investment Advisors
Arizona
$2.59M -$104K -725 -5%
SIM
1349
Sentry Investment Management
Wisconsin
$2.59M -$346K -2,410 -13%
PAM
1350
Paradigm Asset Management
New York
$2.59M – – –