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Name Holding Trade Value Shares
Change
Change in
Stake
EPM
1101
Elm Partners Management
Pennsylvania
$3.19M +$121K +403 +4%
FNBT
1102
FineMark National Bank & Trust
Florida
$3.19M +$16.5K +55 +0.5%
MIM
1103
Marco Investment Management
Georgia
$3.19M -$5.99K -20 -0.2%
BFIM
1104
Beese Fulmer Investment Management
Ohio
$3.19M -$182K -608 -5%
DSCM
1105
Del-Sette Capital Management
New York
$3.18M +$109K +365 +4%
MGWM
1106
Marks Group Wealth Management
Minnesota
$3.18M +$492K +1,644 +18%
CIA
1107
Compass Ion Advisors
Pennsylvania
$3.17M +$6.59K +22 +0.2%
QIM
1108
Quest Investment Management
Oregon
$3.16M
PH
1109
Pinnacle Holdings
Oklahoma
$3.16M +$150K +502 +5%
NHC
1110
Nicholas Hoffman & Company
Georgia
$3.15M +$64.4K +215 +2%
CIAS
1111
CFS Investment Advisory Services
New Jersey
$3.14M +$375K +1,251 +13%
SAG
1112
SageView Advisory Group
California
$3.14M -$175K -585 -5%
CAM
1113
Cozad Asset Management
Illinois
$3.13M
BONH
1114
Bank of New Hampshire
New Hampshire
$3.12M -$69.5K -232 -2%
PWM
1115
Pines Wealth Management
North Carolina
$3.12M -$56.3K -188 -2%
PWP
1116
Perfromance Wealth Partners
Illinois
$3.1M +$4.19K +14 +0.1%
SC
1117
Schulhoff & Co
Ohio
$3.09M
PWM
1118
Palumbo Wealth Management
New York
$3.09M -$31.1K -104 -1%
QI
1119
Qtron Investments
Massachusetts
$3.08M -$466K -1,555 -13%
SFM
1120
Signet Financial Management
New Jersey
$3.07M -$28.5K -95 -0.9%
WC
1121
Westhampton Capital
North Carolina
$3.06M
RMDI
1122
R.M. Davis Inc
Maine
$3.06M -$122K -406 -4%
FAOAI
1123
Fund Advisors of America Inc
Florida
$3.06M +$3.09M +10,316 New
HWA
1124
Hilltop Wealth Advisors
North Carolina
$3.04M +$8.98K +30 +0.3%
FFM
1125
Forum Financial Management
Illinois
$3.04M +$90.4K +302 +3%