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Name Holding Trade Value Shares
Change
Change in
Stake
PTCG
826
Pring Turner Capital Group
California
$4.08M -$578K -1,434 -14%
SF
827
Summit Financial
New Jersey
$4.07M +$396K +982 +11%
OWP
828
Obermeyer Wealth Partners
Colorado
$4.06M -$46.8K -116 -1%
RBWA
829
RFG - Bristol Wealth Advisors
Massachusetts
$4.04M -$825K -2,045 -18%
PHIMC
830
Private Harbour Investment Management & Counsel
Ohio
$4.01M -$13.3K -33 -0.3%
LFM
831
LGT Fund Management
Liechtenstein
$4M -$451K -1,119 -11%
CW
832
CrossGen Wealth
North Carolina
$3.99M +$58.5K +145 +2%
SIA
833
Soltis Investment Advisors
Utah
$3.98M +$2.42K +6 +0.1%
MFS
834
Mattson Financial Services
Michigan
$3.94M +$207K +514 +5%
PP
835
Patten & Patten
Tennessee
$3.9M +$153K +380 +4%
CCM
836
Carderock Capital Management
Maryland
$3.9M +$3.69M +9,160 New
EFS
837
Essex Financial Services
Connecticut
$3.9M +$138K +341 +4%
DI
838
DAGCO Inc
Ohio
$3.89M +$37.5K +93 +1%
RPCONE
839
Retirement Planning Company of New England
Rhode Island
$3.89M -$81.9K -203 -2%
CRC
840
Curi RMB Capital
Illinois
$3.88M -$152K -376 -4%
SIC
841
Sigma Investment Counselors
Michigan
$3.88M -$66.5K -165 -2%
OPTFSNA
842
Old Point Trust & Financial Services N A
Virginia
$3.88M +$131K +326 +4%
WTA
843
Washington Trust Advisors
Massachusetts
$3.86M -$244K -605 -6%
FNA
844
First National Advisers
Nebraska
$3.86M -$126K -312 -3%
WAP
845
Wealthcare Advisory Partners
Pennsylvania
$3.84M -$147K -365 -4%
BJL
846
Brighton Jones LLC
Washington
$3.84M +$1.87M +4,636 +106%
NWM
847
Northcape Wealth Management
New York
$3.84M -$24.2K -60 -0.7%
TCP
848
TMB Capital Partners
Arkansas
$3.84M -$147K -364 -4%
MUAMU
849
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.83M +$403K +1,000 +13%
CCT
850
Capital City Trust
Florida
$3.83M -$17.7K -44 -0.5%