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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1026
River Wealth Advisors
Pennsylvania
$1.33M +$1.31M +8,668 New
BCB
1027
Brian C. Broderick
$1.32M +$227K +1,494 +21%
RCWMU
1028
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.31M -$30.2K -199 -2%
UBWV
1029
United Bank (West Virginia)
West Virginia
$1.31M -$7.89K -52 -0.6%
AA
1030
Ancora Advisors
Ohio
$1.3M -$1.31M -8,658 Closed
RIM
1031
Regent Investment Management
Kentucky
$1.3M -$577K -3,804 -31%
DAM
1032
Doheny Asset Management
California
$1.29M +$159K +1,046 +14%
AAIM
1033
American Assets Investment Management
California
$1.28M
CSUI
1034
Cincinnati Specialty Underwriters Insurance
Ohio
$1.28M
VIA
1035
Vident Investment Advisory
Georgia
$1.28M +$1.27M +8,341 New
BDF
1036
Balasa Dinverno & Foltz
$1.27M +$78.9K +520 +7%
MIC
1037
Meridian Investment Counsel
California
$1.27M +$63.4K +418 +5%
EWA
1038
EP Wealth Advisors
California
$1.27M +$311K +2,048 +33%
SWM
1039
Stockman Wealth Management
Montana
$1.26M +$152 +1 +0%
AI
1040
Atria Investments
North Carolina
$1.26M -$93.7K -618 -7%
PCI
1041
Pacifica Capital Investments
Texas
$1.26M +$854K +5,630 +220%
IAS
1042
INR Advisory Services
Pennsylvania
$1.25M
MVA
1043
Mount Vernon Associates
Maryland
$1.25M +$79.3K +523 +7%
SCM
1044
SOL Capital Management
Maryland
$1.25M
PWP
1045
Private Wealth Partners
California
$1.25M -$42.8K -282 -3%
HFM
1046
Hartford Financial Management
Connecticut
$1.24M -$81.8K -539 -6%
AHS
1047
Aspiriant Holdings S3
California
$1.24M +$983K +6,484 +402%
BST
1048
Bath Savings Trust
Maine
$1.24M -$825K -5,439 -40%
Mariner
1049
Mariner
Kansas
$1.24M -$153K -1,007 -11%
SFSIG
1050
San Francisco Sentry Investment Group
California
$1.24M -$19.1K -126 -2%