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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Apollon Wealth Management
South Carolina
$684K -$41K -158 -5%
CIM
902
CIM Investment Management
Pennsylvania
$669K -$778 -3 -0.1%
RC
903
Roundview Capital
New Jersey
$666K – – –
FWM
904
Forza Wealth Management
Florida
$663K +$6.48K +25 +0.9%
SLI
905
Sumitomo Life Insurance
Japan
$659K -$12.7K -49 -2%
EB
906
Exchange Bank
California
$659K -$518 -2 -0.1%
NWM
907
Northcape Wealth Management
New York
$658K -$15.3K -59 -2%
ACM
908
Advisors Capital Management
New Jersey
$654K +$95.1K +367 +16%
PSP
909
Principal Street Partners
Tennessee
$652K +$54.4K +210 +9%
NWAG
910
Net Worth Advisory Group
Utah
$651K -$1.3K -5 -0.2%
ACIM
911
Azimuth Capital Investment Management
Michigan
$650K – – –
OWA
912
Octavia Wealth Advisors
Ohio
$650K -$10.1K -39 -1%
KWM
913
Kingsview Wealth Management
Oregon
$648K -$156K -602 -18%
UIM
914
Unified Investment Management
Georgia
$648K -$42K -162 -6%
HI
915
Harbour Investments
Wisconsin
$645K -$4.15K -16 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
916
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$644K +$685K +2,642 New
WIC
917
Woodmont Investment Counsel
Tennessee
$642K +$42.3K +163 +7%
CAM
918
Cidel Asset Management
Ontario, Canada
$637K – – –
WKWM
919
Walter & Keenan Wealth Management
Indiana
$636K +$5.44K +21 +0.8%
VF
920
Vest Financial
Virginia
$632K +$285K +1,099 +74%
HCM
921
Howland Capital Management
Massachusetts
$629K -$38.9K -150 -6%
TTIC
922
Tower Trust & Investment Company
Iowa
$624K +$770K +2,969 New
IA
923
IFG Advisory
Georgia
$623K +$58.3K +225 +10%
FDS
924
First Dallas Securities
Texas
$620K -$176K -680 -21%
UB
925
Umpqua Bank
Oregon
$620K +$67.4K +260 +11%