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Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
1001
Hunter Associates Investment Management
Pennsylvania
$1.3M -$2.1K -16 -0.1%
ACP
1002
Ashfield Capital Partners
California
$1.3M -$11K -84 -0.8%
CPIA
1003
Cornell Pochily Investment Advisors
New York
$1.3M +$17.5K +133 +1%
GWM
1004
Gitterman Wealth Management
New Jersey
$1.29M +$38.3K +292 +3%
BP
1005
Ballentine Partners
Massachusetts
$1.29M +$145K +1,106 +11%
TPW
1006
Transatlantique Private Wealth
New York
$1.29M -$6.3K -48 -0.4%
CFG
1007
Cooper Financial Group
California
$1.29M +$87.5K +667 +7%
SC
1008
Schulhoff & Co
Ohio
$1.27M
CFSG
1009
Clark Financial Services Group
Missouri
$1.27M +$1.41M +10,722 New
TIA
1010
Trust Investment Advisors
Indiana
$1.27M +$63.6K +485 +5%
QIM
1011
Quest Investment Management
Oregon
$1.27M
BCM
1012
Bluefin Capital Management
New York
$1.26M -$715K -5,450 -34%
DBIA
1013
Dumont & Blake Investment Advisors
New Jersey
$1.26M -$1.22M -9,297 -47%
WA
1014
Waverly Advisors
Alabama
$1.26M +$625K +4,764 +82%
IF
1015
Ironwood Financial
Arizona
$1.25M
CCG
1016
Ceeto Capital Group
Florida
$1.25M +$14.4K +110 +1%
IC
1017
Inscription Capital
Texas
$1.25M -$3.75M -28,575 -73%
BL
1018
Balentine LLC
Georgia
$1.25M -$609K -4,639 -31%
FNBT
1019
FineMark National Bank & Trust
Florida
$1.24M -$64.6K -492 -4%
ESB
1020
Essex Savings Bank
Connecticut
$1.24M -$165K -1,258 -11%
TPCW
1021
TD Private Client Wealth
New York
$1.23M +$3.15K +24 +0.2%
PFS
1022
Physicians Financial Services
North Carolina
$1.23M +$1.18K +9 +0.1%
NDSI
1023
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M +$12.7K +97 +0.9%
CWA
1024
Centennial Wealth Advisory
Michigan
$1.23M +$70.2K +535 +5%
FCCM
1025
First City Capital Management
Georgia
$1.23M -$113K -860 -8%