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Name Holding Trade Value Shares
Change
Change in
Stake
MA
901
Montag & Associates
Georgia
$4.85M +$145K +575 +3%
NEWAS
902
N.E.W. Advisory Services
Wisconsin
$4.84M -$117K -463 -3%
HTC
903
Haverford Trust Company
Pennsylvania
$4.83M -$102K -403 -2%
ANTB
904
AMG National Trust Bank
Colorado
$4.83M -$915K -3,632 -17%
TCM
905
Twin Capital Management
Pennsylvania
$4.83M +$689K +2,733 +19%
SIM
906
SWP Investment Management
Ohio
$4.82M +$161K +640 +4%
NAM
907
NTV Asset Management
West Virginia
$4.81M -$83.1K -330 -2%
LW
908
Linscomb Wealth
Texas
$4.78M +$3.01M +11,952 +236%
CAMG
909
CWA Asset Management Group
Florida
$4.78M +$387K +1,538 +10%
M
910
MOTCO
Texas
$4.78M -$64.2K -255 -1%
GI
911
GAMCO Investors
Connecticut
$4.75M -$26K -103 -0.6%
CIA
912
Citadel Investment Advisory
Ohio
$4.75M – – –
AWC
913
Abundance Wealth Counselors
Pennsylvania
$4.74M +$2.04M +8,084 +92%
SCI
914
S&CO Inc
Massachusetts
$4.72M – – –
GBWM
915
Granite Bay Wealth Management
New Hampshire
$4.72M +$4.23M +16,778 New
PA
916
Procyon Advisors
Connecticut
$4.71M +$301K +1,194 +8%
AF
917
Atala Financial
California
$4.71M – – –
JSC
918
Jackson Square Capital
California
$4.68M +$4.19M +16,648 New
SAM
919
Shikiar Asset Management
New York
$4.67M +$4.19M +16,625 New
PI
920
Pettee Investors
Connecticut
$4.65M +$4.79K +19 +0.1%
AW
921
Atlas Wealth
Ohio
$4.65M -$17.6K -70 -0.4%
PAI
922
Pittenger & Anderson Inc
Nebraska
$4.63M -$26.5K -105 -0.6%
PWMAG
923
Pinnacle Wealth Management Advisory Group
New Jersey
$4.6M +$3.78K +15 +0.1%
OCBCO
924
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.6M +$4.15M +16,459 New
WT
925
Washington Trust
Rhode Island
$4.58M -$111K -440 -3%