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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Edge Wealth Management
New York
$2.73M -$8.69M -167,131 -76%
FMWA
1102
Forvis Mazars Wealth Advisors
Missouri
$2.73M -$331K -6,365 -11%
MAM
1103
Marketfield Asset Management
New York
$2.72M -$2.08K -40 -0.1%
MBT
1104
Montecito Bank & Trust
California
$2.71M -$338K -6,505 -11%
BWA
1105
BDO Wealth Advisors
Florida
$2.71M +$167K +3,208 +7%
SL
1106
Summitry LLC
California
$2.7M -$23.2K -447 -0.9%
FNC
1107
First National Corp
Massachusetts
$2.69M -$39.8K -765 -3%
GC
1108
Gratus Capital
Georgia
$2.69M -$203K -3,913 -7%
WA
1109
WBH Advisory
Maryland
$2.68M -$64.4K -1,238 -2%
RB
1110
Rodgers Brothers
Pennsylvania
$2.67M +$71.4K +1,373 +3%
EP
1111
Eudaimonia Partners
Tennessee
$2.67M +$30.5K +586 +1%
WDA
1112
Wendell David Associates
New Hampshire
$2.66M -$182K -3,500 -6%
SCM
1113
Southport Capital Management
Tennessee
$2.65M -$19K -366 -0.7%
GP
1114
Greenline Partners
New York
$2.65M -$7.31M -140,541 -73%
LSA
1115
L & S Advisors
California
$2.64M -$5.17M -99,377 -66%
CCM
1116
Cohen Capital Management
California
$2.64M
DPIM
1117
Duff & Phelps Investment Management
Illinois
$2.63M
EFS
1118
Essex Financial Services
Connecticut
$2.63M +$362K +6,955 +16%
DCM
1119
Delta Capital Management
New Jersey
$2.63M -$31.2K -600 -1%
CIAS
1120
Capital Investment Advisory Services
North Carolina
$2.63M -$312 -6 -0%
RFM
1121
Royal Fund Management
Florida
$2.61M -$462K -8,883 -15%
ICM
1122
IMS Capital Management
Oregon
$2.61M +$385K +7,399 +17%
Select Equity Group
1123
Select Equity Group
New York
$2.59M
CCM
1124
Compton Capital Management
Rhode Island
$2.59M +$65K +1,250 +3%
CF
1125
Copperwynd Financial
Arizona
$2.58M -$125K -2,412 -5%