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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
1051
New England Research & Management
Illinois
$3.48M +$593K +2,353 +23%
IIC
1052
Integrated Investment Consultants
Michigan
$3.46M +$4.28K +17 +0.1%
PT
1053
Plimoth Trust
Massachusetts
$3.46M -$82.1K -326 -3%
HIP
1054
HUB Investment Partners
Texas
$3.46M +$578K +2,293 +23%
MA
1055
Modus Advisors
Minnesota
$3.44M +$395K +1,568 +15%
RFA
1056
ROI Financial Advisors
Oregon
$3.43M -$4.03K -16 -0.1%
DCM
1057
Dudley Capital Management
Virginia
$3.43M +$248K +986 +9%
BHA
1058
Beech Hill Advisors
New York
$3.43M +$144K +570 +5%
CTA
1059
Clear Trail Advisors
Texas
$3.41M -$271K -1,074 -8%
EFMC
1060
Empire Financial Management Company
New York
$3.41M -$3.49M -13,858 -53%
SWM
1061
Spire Wealth Management
Virginia
$3.4M -$79.9K -317 -3%
MP
1062
McDonald Partners
Ohio
$3.4M -$3.97M -15,747 -57%
SW
1063
SlateStone Wealth
Florida
$3.4M +$30K +119 +1%
CC
1064
Cypress Capital
Tennessee
$3.39M -$91.5K -363 -3%
VVP
1065
Venture Visionary Partners
Ohio
$3.37M +$105K +416 +4%
WorldQuant Millennium Advisors
1066
WorldQuant Millennium Advisors
New York
$3.37M +$3.02M +11,994 New
MSFS
1067
Main Street Financial Solutions
Pennsylvania
$3.37M +$12.6K +50 +0.4%
KW
1068
Keyvantage Wealth
Pennsylvania
$3.35M -$136K -541 -4%
OWP
1069
ORG Wealth Partners
Texas
$3.34M +$4.79K +19 +0.2%
LGA
1070
Lebenthal Global Advisors
New York
$3.34M +$263K +1,043 +10%
FMTCOCP
1071
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.32M -$174K -690 -6%
WB
1072
Webster Bank
Connecticut
$3.31M -$35.5K -141 -1%
YIM
1073
Yoffe Investment Management
Pennsylvania
$3.3M – – –
CWA
1074
CJM Wealth Advisers
Virginia
$3.29M +$12.1K +48 +0.4%
YDMI
1075
Y.D. More Investments
Israel
$3.28M +$2.81M +11,157 +2,231%