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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Apollon Wealth Management
South Carolina
$3.42M +$779K +22,853 +21%
CA
627
Clearstead Advisors
Ohio
$3.42M -$1.19M -34,931 -21%
BIAS
628
Beacon Investment Advisory Services
New Jersey
$3.42M -$301K -8,835 -6%
FNFDCM
629
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.38M +$55.5K +1,627 +1%
CM
630
Capula Management
Cayman Islands
$3.37M -$321K -9,422 -7%
GP
631
Greenline Partners
New York
$3.37M
LCM
632
LVM Capital Management
Michigan
$3.36M -$191K -5,600 -4%
EWM
633
Empirical Wealth Management
Washington
$3.36M +$769K +22,543 +21%
BE
634
Bonness Enterprises
District of Columbia
$3.35M +$1.21M +35,500 +38%
OC
635
Oppenheimer & Close
New York
$3.34M +$1.34M +39,305 +43%
FTC
636
Farmers Trust Company
Ohio
$3.34M +$3.35M +98,181 +312%
MC
637
Moors & Cabot
Massachusetts
$3.34M -$371K -10,882 -8%
CNC
638
Canandaigua National Corp
New York
$3.32M +$77.5K +2,272 +2%
HTC
639
Haverford Trust Company
Pennsylvania
$3.32M -$419K -12,286 -9%
VCM
640
Violich Capital Management
California
$3.31M -$157K -4,608 -3%
FMC
641
First Merchants Corp
Indiana
$3.31M +$748K +21,945 +21%
SPC
642
Sigma Planning Corp
Michigan
$3.31M +$114K +3,340 +3%
WLPWM
643
Walled Lake Planning & Wealth Management
Illinois
$3.31M +$184K +5,401 +4%
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.3M -$206K -6,053 -5%
GFA
645
Gifford Fong Associates
California
$3.29M +$1.7M +50,000 +64%
NSIM
646
North Star Investment Management
Illinois
$3.29M +$7.98K +234 +0.2%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$3.28M -$10.8K -316 -0.2%
JIC
648
Johnson Investment Counsel
Ohio
$3.27M -$153K -4,476 -3%
KWM
649
Kingsview Wealth Management
Oregon
$3.27M +$702K +20,593 +19%
RWP
650
RWA Wealth Partners
Massachusetts
$3.25M +$34.8K +1,021 +0.8%