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Name Holding Trade Value Shares
Change
Change in
Stake
PC
1001
Port Capital
Illinois
$338K +$7.42K +42 +2%
MJRIC
1002
Mogy Joel R Investment Counsel
California
$336K
DWM
1003
Doyle Wealth Management
Florida
$333K +$4.07K +23 +1%
YIA
1004
YHB Investment Advisors
Connecticut
$331K -$25.1K -142 -7%
SAM
1005
Silvercrest Asset Management
New York
$330K -$11.1K -63 -3%
CQS
1006
Credential Qtrade Securities
$329K -$11.8K -67 -4%
ACM
1007
Azimuth Capital Management
Michigan
$328K -$17.1K -97 -5%
JWM
1008
JGP Wealth Management
Oregon
$328K
CGL
1009
Clarius Group LLC
Washington
$326K +$317K +1,794 New
LI
1010
Lafayette Investments
Maryland
$323K +$39.1K +221 +14%
MCM
1011
MV Capital Management
Maryland
$322K -$53K -300 -14%
PAS
1012
Park Avenue Securities
New York
$322K +$27.4K +155 +10%
MWM
1013
Mission Wealth Management
California
$322K +$65.6K +371 +26%
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$322K +$314K +1,775 New
DAS
1015
Dynamic Advisor Solutions
Arizona
$322K +$314K +1,777 New
NB
1016
Nicolet Bankshares
Wisconsin
$321K +$56.9K +322 +22%
SCA
1017
Snowden Capital Advisors
New York
$320K +$88.7K +502 +40%
BFA
1018
Bragg Financial Advisors
North Carolina
$318K -$11.1K -63 -3%
BW
1019
Bison Wealth
Georgia
$318K +$71K +402 +30%
TIA
1020
Tiemann Investment Advisors
California
$315K +$40.6K +230 +15%
CA
1021
Cambridge Advisors
Nebraska
$314K -$9.01K -51 -3%
1WA
1022
180 Wealth Advisors
Washington
$313K -$95.8K -542 -24%
GIM
1023
Groesbeck Investment Management
New Jersey
$313K -$19.3K -109 -6%
MHS
1024
M Holdings Securities
Oregon
$312K -$353 -2 -0.1%
BFS
1025
Bradley Foster & Sargent
Connecticut
$312K