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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1451
Sompo Asset Management
Japan
$2.34M +$212K +1,320 +10%
CAWM
1452
Capital Advisors Wealth Management
Washington
$2.34M +$92.8K +579 +4%
AFG
1453
Atomi Financial Group
New York
$2.34M +$56.1K +350 +2%
ABP
1454
Arthur B. Page
$2.34M -$35.1K -219 -1%
SAI
1455
Systematic Alpha Investments
New Jersey
$2.34M – – –
CCWM
1456
Cassaday & Co Wealth Management
Virginia
$2.33M +$13.8K +86 +0.6%
TAIM
1457
Te Ahumairangi Investment Management
New Zealand
$2.33M +$2.37M +14,800 New
IGWM
1458
ICA Group Wealth Management
Colorado
$2.32M -$1.82M -11,325 -43%
KS
1459
Karpas Strategies
Connecticut
$2.32M +$7.54K +47 +0.3%
PWG
1460
Portside Wealth Group
Utah
$2.31M +$2.36M +14,701 New
OC
1461
Oakworth Capital
Alabama
$2.31M -$118K -737 -5%
SW
1462
Solidarity Wealth
Utah
$2.31M -$962K -6,000 -29%
KJWM
1463
Kiley Juergens Wealth Management
Washington
$2.3M +$50.7K +316 +2%
CPSAC
1464
Chas P. Smith & Associates (CPS)
Florida
$2.3M -$60.9K -380 -3%
IAS
1465
Insigneo Advisory Services
Florida
$2.3M +$719K +4,482 +44%
AIS
1466
American Investment Services
Massachusetts
$2.3M -$8.43M -52,612 -78%
ACM
1467
Allred Capital Management
Texas
$2.29M -$25.5K -159 -1%
HI
1468
Hendershot Investments
Virginia
$2.29M – – –
BSA
1469
Bull Street Advisors
Georgia
$2.29M -$9.3K -58 -0.4%
MCM
1470
Monarch Capital Management
Indiana
$2.29M -$34.3K -214 -1%
SIAP
1471
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.29M +$10.6K +66 +0.5%
ST
1472
Somerset Trust
Pennsylvania
$2.28M -$69.9K -436 -3%
KMWM
1473
Keudell/Morrison Wealth Management
Oregon
$2.27M +$51.6K +322 +2%
CCT
1474
Chemung Canal Trust
New York
$2.27M -$18.4K -115 -0.8%
NHT
1475
New Hampshire Trust
New Hampshire
$2.27M +$34.3K +214 +2%