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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
901
Valeo Financial Advisors
Indiana
$4.13M +$583K +11,221 +16%
TCA
902
Transcend Capital Advisors
New Jersey
$4.13M +$2.19M +42,196 +112%
CBB
903
Citizens Business Bank
California
$4.12M -$126K -2,423 -3%
BA
904
Baugh & Associates
Georgia
$4.11M -$9.82K -189 -0.2%
MCM
905
Matarin Capital Management
New York
$4.11M +$556K +10,697 +16%
WIC
906
Whitegate Investment Counselors
New Hampshire
$4.11M +$529K +10,185 +15%
KWM
907
Kingsview Wealth Management
Oregon
$4.11M +$479K +9,206 +13%
BFS
908
Bradley Foster & Sargent
Connecticut
$4.1M +$4.12M +79,197 New
OIA
909
OneDigital Investment Advisors
Kansas
$4.1M -$237K -4,562 -5%
WAS
910
Wesleyan Assurance Society
United Kingdom
$4.09M +$1.66M +32,000 +68%
PCM
911
Palouse Capital Management
Washington
$4.08M +$4.1M +78,875 New
AFM
912
Abbot Financial Management
Massachusetts
$4.08M -$7.43K -143 -0.2%
HVIA
913
Hudson Valley Investment Advisors
New York
$4.07M -$292K -5,617 -7%
JWCA
914
J.W. Coons Advisors
Ohio
$4.06M -$76.9K -1,479 -2%
BBNA
915
Bremer Bank National Association
Minnesota
$4.05M -$124K -2,391 -3%
KIC
916
Keating Investment Counselors
Florida
$4.03M -$9.72K -187 -0.2%
TW
917
Transform Wealth
Colorado
$4.03M -$114K -2,186 -3%
TSW
918
Thompson Siegel & Walmsley
Virginia
$3.98M +$2.47M +47,500 +161%
PPW
919
Parcion Private Wealth
Washington
$3.96M +$959K +18,444 +31%
RMCM
920
Reynders McVeigh Capital Management
Massachusetts
$3.95M -$541K -10,411 -12%
SFA
921
Sequoia Financial Advisors
Ohio
$3.95M +$212K +4,079 +6%
AIC
922
Argus Investors Counsel
New York
$3.95M +$532K +10,235 +16%
AL
923
Aspiriant LLC
California
$3.94M +$2.98M +57,391 +308%
DI
924
Diligent Investors
California
$3.93M -$50.7K -976 -1%
SFO
925
Stokes Family Office
Louisiana
$3.92M +$51.3K +986 +1%