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Name Holding Trade Value Shares
Change
Change in
Stake
HVP
801
Hudson Value Partners
Florida
$1.55M -$9.37K -27 -0.6%
GVAG
802
Great Valley Advisor Group
Delaware
$1.55M +$78.5K +226 +5%
BC
803
Burney Company
Virginia
$1.55M -$448K -1,291 -23%
CFB
804
Cullen/Frost Bankers
Texas
$1.55M -$123K -355 -8%
VVP
805
Venture Visionary Partners
Ohio
$1.54M -$80.9K -233 -5%
SSW
806
Smith Shellnut Wilson
Mississippi
$1.54M – – –
DBIA
807
Dumont & Blake Investment Advisors
New Jersey
$1.53M -$29.2K -84 -2%
CSA
808
Cottage Street Advisors
Massachusetts
$1.53M -$4.17K -12 -0.3%
MBT
809
Montecito Bank & Trust
California
$1.53M -$32.6K -94 -2%
JSW
810
Journey Strategic Wealth
New Jersey
$1.51M +$258K +744 +21%
RCM
811
RNC Capital Management
California
$1.51M -$41.3K -119 -3%
HIA
812
Harbor Investment Advisory
Maryland
$1.51M -$66.6K -192 -4%
EHC
813
Everett Harris & Co
California
$1.51M – – –
SM
814
Sweeney & Michel
California
$1.51M -$14.6K -42 -1%
FM
815
Foster & Motley
Ohio
$1.5M +$900K +2,593 +159%
SAI
816
Savvy Advisors Inc
New York
$1.5M +$401K +1,155 +38%
TGAM
817
TBH Global Asset Management
Tennessee
$1.49M -$159K -457 -10%
IWM
818
IHT Wealth Management
Illinois
$1.48M +$43K +124 +3%
AAM
819
Azzad Asset Management
Virginia
$1.48M +$1.44M +4,160 New
CWM
820
CMH Wealth Management
New Hampshire
$1.48M +$1.44M +4,141 New
WT
821
Whittier Trust
California
$1.48M – – –
WA
822
Win Advisors
Florida
$1.47M +$1.44M +4,141 New
1C
823
111 Capital
France
$1.47M +$462K +1,330 +47%
WANY
824
Wealthspire Advisors (New York)
New York
$1.47M -$660K -1,902 -32%
LCS
825
Levin Capital Strategies
New York
$1.47M -$3.47K -10 -0.2%