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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
851
Ropes Wealth Advisors
Massachusetts
$4.6M +$805K +16,550 +21%
CIC
852
Carnegie Investment Counsel
Ohio
$4.57M -$1.87M -38,454 -29%
SHCM
853
Stokes & Hubbell Capital Management
Louisiana
$4.56M +$18.6K +382 +0.4%
GA
854
GFS Advisors
Texas
$4.55M -$2.75M -56,520 -37%
LNWWM
855
Laird Norton Wetherby Wealth Management
California
$4.54M -$23.7K -487 -0.5%
PCA
856
Providence Capital Advisors
North Carolina
$4.52M +$408K +8,389 +10%
BFIM
857
Beese Fulmer Investment Management
Ohio
$4.52M +$33.6K +690 +0.7%
BOH
858
Bank of Hawaii
Hawaii
$4.51M -$244K -5,004 -5%
VFA
859
Voya Financial Advisors
Connecticut
$4.5M +$303K +6,236 +7%
AIS
860
Accurate Investment Solutions
Pennsylvania
$4.49M -$21.5K -441 -0.5%
WAOTB
861
Wealth Advisors of Tampa Bay
Florida
$4.48M +$294K +6,045 +7%
BL
862
BCWM LLC
Kansas
$4.48M +$149K +3,060 +3%
FB
863
Fulton Bank
Pennsylvania
$4.48M -$39.8K -817 -0.9%
ECM
864
EagleClaw Capital Management
Massachusetts
$4.46M +$26.4K +542 +0.6%
PCIA
865
Prime Capital Investment Advisors
Kansas
$4.46M +$1.13M +23,120 +32%
AI
866
Atria Investments
North Carolina
$4.46M +$301K +6,184 +7%
GWM
867
Graybill Wealth Management
Illinois
$4.45M +$487 +10 +0%
BHA
868
Beech Hill Advisors
New York
$4.43M +$426K +8,750 +10%
BIM
869
Bridgecreek Investment Management
Oklahoma
$4.42M +$26.5K +545 +0.6%
RWP
870
RWA Wealth Partners
Massachusetts
$4.42M +$52.8K +1,086 +1%
LIM
871
Leavell Investment Management
Alabama
$4.41M -$320K -6,580 -7%
SRAM
872
Stone Ridge Asset Management
New York
$4.39M -$13.1M -270,069 -74%
CAM
873
Cypress Asset Management
Texas
$4.39M -$41.6K -855 -0.9%
SNT
874
Security National Trust
West Virginia
$4.38M -$9.49K -195 -0.2%
OAM
875
Oak Asset Management
California
$4.37M +$214K +4,393 +5%