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Name Holding Trade Value Shares
Change
Change in
Stake
CBU
1401
CIBC Bank USA
Illinois
$1.68M +$101 +2 +0%
TSWM
1402
Triangle Securities Wealth Management
North Carolina
$1.67M -$51.3K -1,012 -3%
IFWM
1403
Institute for Wealth Management
Colorado
$1.67M +$1.58M +31,130 New
ACM
1404
Armbruster Capital Management
New York
$1.67M +$107K +2,100 +7%
BPA
1405
Beacon Pointe Advisors
California
$1.66M -$51.1K -1,008 -3%
HJA
1406
Hugh Johnson Advisors
New York
$1.66M +$14.8K +292 +1%
RIG
1407
Renaissance Investment Group
Massachusetts
$1.65M +$64.9K +1,280 +4%
RIM
1408
Regent Investment Management
Kentucky
$1.65M -$65.9K -1,300 -4%
KJWM
1409
Kiley Juergens Wealth Management
Washington
$1.65M -$14.9K -293 -0.9%
NL
1410
NVWM LLC
Pennsylvania
$1.65M +$35.9K +707 +2%
MCM
1411
Murphy Capital Management
New Jersey
$1.64M +$913 +18 +0.1%
S
1412
SimplyRich
California
$1.64M -$1.62K -32 -0.1%
PFSC
1413
Peoples Financial Services Corp
Pennsylvania
$1.63M +$45.1K +890 +3%
BBWA
1414
Bell & Brown Wealth Advisors
California
$1.63M +$20.6K +406 +1%
PWMAG
1415
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M +$119K +2,342 +8%
CPA
1416
Clear Perspective Advisors
Illinois
$1.62M -$7.61K -150 -0.5%
MCM
1417
Mainstay Capital Management
Michigan
$1.62M -$216K -4,250 -12%
BP
1418
Ballentine Partners
Massachusetts
$1.62M -$16.5K -325 -1%
PFS
1419
Physicians Financial Services
North Carolina
$1.62M +$15.9K +314 +1%
UA
1420
Unison Advisors
District of Columbia
$1.62M +$9.59K +189 +0.6%
FPB
1421
First PREMIER Bank
South Dakota
$1.61M +$15.8K +311 +1%
DM
1422
Delphi Management
Massachusetts
$1.61M -$704K -13,882 -32%
AIC
1423
Ameritas Investment Company
Nebraska
$1.61M +$1.52M +29,948 New
LP
1424
LMR Partners
United Kingdom
$1.61M -$1.07M -21,137 -41%
CIC
1425
Crawford Investment Counsel
Georgia
$1.61M -$62.1K -1,224 -4%