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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Altavista Wealth Management
North Carolina
$5.01M -$2.35M -39,480 -34%
MFG
902
Monte Financial Group
Connecticut
$5.01M +$122K +2,042 +3%
OIA
903
Optimum Investment Advisors
Illinois
$5.01M +$127K +2,130 +3%
WANY
904
Wealthspire Advisors (New York)
New York
$5M +$975K +16,357 +26%
IAA
905
Independent Advisor Alliance
North Carolina
$5M -$420K -7,040 -8%
WT
906
Washington Trust
Rhode Island
$5M -$327K -5,491 -7%
IPAM
907
ICICI Prudential Asset Management
India
$5M
NIC
908
Northwest Investment Counselors
Oregon
$4.99M +$260K +4,361 +6%
ISB
909
Iowa State Bank
Iowa
$4.97M +$330K +5,545 +8%
AWA
910
ARS Wealth Advisors
Florida
$4.96M +$1.08M +18,087 +30%
RVM
911
Robinson Value Management
Texas
$4.96M -$462K -7,747 -9%
ST
912
Smithfield Trust
Pennsylvania
$4.95M -$76.8K -1,288 -2%
HEIP
913
Hudson Edge Investment Partners
New Jersey
$4.94M -$341K -5,730 -7%
KIC
914
Keating Investment Counselors
Florida
$4.93M -$44.7K -750 -1%
FNBOMD
915
First National Bank of Mount Dora
Florida
$4.91M -$712K -11,945 -13%
FAB
916
First American Bank
Illinois
$4.91M -$54.8K -919 -1%
TCA
917
Transcend Capital Advisors
New Jersey
$4.9M -$1M -16,822 -18%
KOCAA
918
Knights of Columbus Asset Advisors
Connecticut
$4.88M +$218K +3,665 +5%
TCA
919
Teewinot Capital Advisers
New York
$4.87M
AF
920
Arrow Financial
New York
$4.86M +$10.4K +175 +0.2%
JFA
921
JNBA Financial Advisors
Minnesota
$4.85M +$66.7K +1,120 +1%
OKSA
922
O'Keefe Stevens Advisory
New York
$4.85M +$2.36M +39,550 +117%
AWP
923
Ascent Wealth Partners
New York
$4.84M -$3.67M -61,579 -45%
OCM
924
One Capital Management
California
$4.83M +$73.4K +1,232 +2%
SIP
925
Scott Investment Partners
United Kingdom
$4.83M +$685K +11,500 +18%