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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1001
River Wealth Advisors
Pennsylvania
$608K +$525 +2 +0.1%
PFA
1002
Pure Financial Advisors
California
$607K +$70.9K +270 +15%
VCM
1003
Violich Capital Management
California
$607K -$646K -2,458 -54%
PWM
1004
Partnership Wealth Management
Maryland
$607K
CFG
1005
Chapman Financial Group
Hawaii
$605K
JCM
1006
J2 Capital Management
Michigan
$602K +$547K +2,083 New
CI
1007
Cigna Investments
Connecticut
$597K -$18.1K -69 -3%
LFA
1008
Laraway Financial Advisors
Minnesota
$595K
OIMU
1009
Osmosis Investment Management UK
United Kingdom
$595K +$538K +2,050 New
DIM
1010
Delta Investment Management
California
$593K
ABLA
1011
Alan B. Lancz & Associates
Ohio
$592K
MHIC
1012
Marble Harbor Investment Counsel
Massachusetts
$592K
TC
1013
Tannin Capital
North Carolina
$590K +$536K +2,042 New
S
1014
Storgate
Texas
$583K +$530K +2,017 New
CRI
1015
Colonial River Investments
Virginia
$579K +$19.7K +75 +4%
KAM
1016
Knightsbridge Asset Management
California
$578K +$210K +800 +67%
HFM
1017
Hartford Financial Management
Connecticut
$578K
G
1018
GenTrust
Florida
$577K +$215K +820 +70%
GI
1019
GAMCO Investors
Connecticut
$575K -$18.6K -71 -3%
PCM
1020
Parsons Capital Management
Rhode Island
$575K
SCM
1021
Sterneck Capital Management
Missouri
$575K
AWM
1022
Athena Wealth Management
Nevada
$573K +$521K +1,984 New
CAM
1023
Councilmark Asset Management
Tennessee
$568K -$15.8K -60 -3%
IIC
1024
Ironwood Investment Counsel
Arizona
$567K -$8.4K -32 -2%
FFN
1025
Focus Financial Network
Minnesota
$567K -$69.1K -263 -12%