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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1001
OneDigital Investment Advisors
Kansas
$266K -$44.5K -727 -14%
TAM
1002
Townsend Asset Management
North Carolina
$266K -$6.37K -104 -2%
CT
1003
Caldwell Trust
Florida
$266K -$26.5K -433 -9%
CHA
1004
Carmichael Hill & Associates
Maryland
$265K
JMFC
1005
J.M. Forbes & Co
Massachusetts
$265K
SIC
1006
Samalin Investment Counsel
New York
$265K +$2.14K +35 +0.8%
HCP
1007
Hexagon Capital Partners
Arkansas
$265K +$11K +179 +4%
CBA
1008
Coastal Bridge Advisors
Connecticut
$264K +$979 +16 +0.3%
BFC
1009
Bedel Financial Consulting
Indiana
$263K +$612 +10 +0.2%
EIM
1010
Essex Investment Management
Massachusetts
$263K +$15.9K +259 +6%
LWANC
1011
Laurel Wealth Advisors (North Carolina)
North Carolina
$260K -$88.5K -1,445 -24%
IWP
1012
Innova Wealth Partners
Pennsylvania
$259K +$61 +1 +0%
CIM
1013
Contravisory Investment Management
Massachusetts
$259K +$16.5K +270 +6%
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$259K +$65.1K +1,064 +31%
Aristotle Capital Management
1015
Aristotle Capital Management
California
$258K
GDP
1016
Great Diamond Partners
Maine
$258K +$1.71K +28 +0.6%
AOWM
1017
Alpha Omega Wealth Management
Virginia
$257K +$11.7K +191 +4%
SA
1018
Strategic Advisors
New York
$256K -$14.2K -232 -5%
ZF
1019
Zhang Financial
Michigan
$256K -$5.63K -92 -2%
1WA
1020
180 Wealth Advisors
Washington
$256K +$24.9K +406 +10%
FTC
1021
Farmers Trust Company
Ohio
$255K -$612 -10 -0.2%
MFG
1022
MidWestOne Financial Group
Iowa
$255K
CFN
1023
Cordasco Financial Network
Florida
$254K -$23.3K -380 -8%
SIM
1024
Sentry Investment Management
Wisconsin
$252K -$39.1K -639 -13%
JCM
1025
Janney Capital Management
Pennsylvania
$252K +$122 +2 +0%