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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Altrius Capital Management
North Carolina
$5M +$475K +1,757 +9%
CAG
802
Csenge Advisory Group
Florida
$4.99M +$49K +181 +0.9%
OPA
803
Old Port Advisors
Maine
$4.98M -$12.4K -46 -0.2%
GT
804
Greenleaf Trust
Michigan
$4.96M +$212K +784 +4%
DWML
805
Decker Wealth Management LLC
Tennessee
$4.95M +$720K +2,661 +15%
CT
806
Caldwell Trust
Florida
$4.93M +$151K +557 +3%
PVI
807
Pine Valley Investments
New Jersey
$4.93M +$60.9K +225 +1%
BP
808
Ballentine Partners
Massachusetts
$4.93M -$146K -538 -3%
SFWA
809
Summit Financial Wealth Advisors
Louisiana
$4.92M +$398K +1,471 +8%
CE
810
Cornerstone Enterprises
Wisconsin
$4.92M +$144K +532 +3%
RIG
811
RiverFront Investment Group
Virginia
$4.91M +$1.91M +7,075 +54%
GAA
812
Green Alpha Advisors
Colorado
$4.9M +$101K +372 +2%
CWG
813
Cornerstone Wealth Group
North Carolina
$4.89M +$3.48M +12,857 +205%
CFO
814
Callan Family Office
Pennsylvania
$4.88M -$342K -1,264 -6%
MAM
815
Mystic Asset Management
Rhode Island
$4.88M +$56.8K +210 +1%
HSA
816
HBK Sorce Advisory
Pennsylvania
$4.88M +$451K +1,666 +9%
CIA
817
Choate Investment Advisors
Massachusetts
$4.88M +$154K +570 +3%
GF
818
Gabelli Funds
New York
$4.85M -$97.4K -360 -2%
ACM
819
Alpha Capital Management
Texas
$4.83M +$153K +565 +3%
MMM
820
Mendel Money Management
Illinois
$4.82M -$330K -1,221 -6%
Two Sigma Investments
821
Two Sigma Investments
New York
$4.79M +$5.35M +19,781 New
AUB
822
Atlantic Union Bankshares
Virginia
$4.78M -$159K -589 -3%
MCM
823
Mengis Capital Management
Oregon
$4.78M +$5.41K +20 +0.1%
MWM
824
Moran Wealth Management
Florida
$4.77M +$31.9K +118 +0.6%
CIAS
825
Capital Investment Advisory Services
North Carolina
$4.77M -$270K -998 -5%