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Name Holding Trade Value Shares
Change
Change in
Stake
AMG
1001
Asset Management Group
Connecticut
$2.2M -$138K -1,237 -6%
WAM
1002
Wealthspire Advisors (Maryland)
Maryland
$2.2M +$2.33M +20,940 New
BCM
1003
BTC Capital Management
Iowa
$2.19M -$74.9K -672 -3%
WPP
1004
Whalerock Point Partners
Rhode Island
$2.19M -$153K -1,372 -6%
OA
1005
Outfitter Advisors
Virginia
$2.19M
WIA
1006
Westbourne Investment Advisors
Maryland
$2.16M -$137K -1,230 -6%
ATIA
1007
American Trust Investment Advisors
New Hampshire
$2.15M +$51.3K +460 +2%
SFSIG
1008
San Francisco Sentry Investment Group
California
$2.15M +$79.1K +710 +4%
BRWA
1009
B. Riley Wealth Advisors
Florida
$2.15M +$269K +2,412 +13%
WFG
1010
Wills Financial Group
Virginia
$2.13M +$191K +1,717 +9%
FHC
1011
First Houston Capital
Texas
$2.13M -$1.19M -10,700 -35%
HAM
1012
Highstreet Asset Management
Ontario, Canada
$2.13M +$84K +754 +4%
IIC
1013
Ironwood Investment Counsel
Arizona
$2.12M -$86.2K -773 -4%
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$2.12M
LSV Asset Management
1015
LSV Asset Management
Illinois
$2.11M
AFWA
1016
Ancora Family Wealth Advisors
Ohio
$2.11M -$334K -3,000 -13%
SIMM
1017
Stillwater Investment Management (Minnesota)
Minnesota
$2.11M -$20.4K -183 -0.9%
JWA
1018
JFS Wealth Advisors
Pennsylvania
$2.1M +$8.36K +75 +0.4%
HIM
1019
Hutchens Investment Management
New Hampshire
$2.1M -$55.7K -500 -2%
MFS
1020
McNamara Financial Services
Massachusetts
$2.1M -$55.7K -500 -2%
GW
1021
GW & Wade
Massachusetts
$2.09M +$7.58K +68 +0.3%
JMH
1022
J.M. Hartwell
New York
$2.09M +$630K +5,650 +40%
EDRS
1023
Edmond de Rothschild (Suisse)
Switzerland
$2.09M +$855K +7,674 +63%
MM
1024
Meridian Management
Arkansas
$2.08M
SJIM
1025
St. Johns Investment Management
Florida
$2.08M -$19.5K -175 -0.9%