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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1076
Pegasus Partners
Wisconsin
$1.99M +$46K +889 +3%
GI
1077
Glovista Investments
New Jersey
$1.98M -$52.5K -1,016 -3%
CPC
1078
Consolidated Planning Corp
Georgia
$1.97M +$98.9K +1,913 +6%
PWM
1079
Perigon Wealth Management
California
$1.97M +$325K +6,284 +21%
FWCM
1080
Ferguson Wellman Capital Management
Oregon
$1.96M -$11K -212 -0.6%
BWM
1081
BerganKDV Wealth Management
Minnesota
$1.96M -$133K -2,580 -7%
CCT
1082
Country Club Trust
Missouri
$1.96M -$30.4K -588 -2%
ANRIA
1083
American National Registered Investment Advisor
Texas
$1.95M
WIC
1084
Woodmont Investment Counsel
Tennessee
$1.94M +$31K +600 +2%
IBOK
1085
Independence Bank of Kentucky
Kentucky
$1.94M -$21K -406 -1%
BL
1086
Balentine LLC
Georgia
$1.94M -$5.38M -104,037 -75%
MYLI
1087
Meiji Yasuda Life Insurance
Japan
$1.94M -$335K -6,471 -15%
FNT
1088
First National Trust
Pennsylvania
$1.94M -$62.7K -1,212 -3%
MCM
1089
Manchester Capital Management
Vermont
$1.93M -$7.29K -141 -0.4%
LS
1090
Leelyn Smith
Illinois
$1.93M +$99.3K +1,921 +6%
SBSB
1091
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.93M +$280K +5,412 +18%
ACS
1092
Archford Capital Strategies
Illinois
$1.93M +$15.9K +308 +0.8%
FCMT
1093
Founders Capital Management (Texas)
Texas
$1.92M +$1.81M +34,967 New
DDC
1094
DF Dent & Co
Maryland
$1.92M -$238K -4,594 -12%
ADL
1095
Asset Dedication LLC
California
$1.92M +$224K +4,340 +14%
TIM
1096
Thompson Investment Management
Wisconsin
$1.91M -$86.8K -1,678 -5%
FA
1097
Fagan Associates
New York
$1.91M -$22.4K -434 -1%
B
1098
Bailard
California
$1.9M -$9K -174 -0.5%
ICP
1099
Ironvine Capital Partners
Nebraska
$1.9M
PT
1100
Plimoth Trust
Massachusetts
$1.9M -$65.8K -1,272 -4%