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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
801
Boston Research & Management
Massachusetts
$6.27M +$134K +405 +2%
BTWM
802
Baker Tilly Wealth Management
Wisconsin
$6.25M -$361K -1,090 -5%
CAM
803
Cypress Asset Management
Texas
$6.23M -$63K -190 -0.9%
WS
804
Wedbush Securities
California
$6.22M +$137K +414 +2%
MWM
805
Madison Wealth Management
Ohio
$6.21M -$23.9K -72 -0.3%
CCM
806
Carderock Capital Management
Maryland
$6.21M -$234K -705 -3%
Luther King Capital Management (LKCM)
807
Luther King Capital Management (LKCM)
Texas
$6.18M -$250K -755 -3%
TPCW
808
TD Private Client Wealth
New York
$6.15M -$2.98K -9 -0%
FIM
809
Fruth Investment Management
Texas
$6.12M -$49.7K -150 -0.7%
AI
810
AXS Investments
New York
$6.1M +$160K +482 +2%
CHC
811
City Holding Co
West Virginia
$6.09M -$149K -448 -2%
TF
812
Threadgill Financial
Texas
$6.08M -$155K -468 -2%
PWS
813
Peloton Wealth Strategists
Indiana
$6.07M +$34.5K +104 +0.5%
CFGS
814
Concourse Financial Group Securities
Alabama
$6.07M -$233K -702 -3%
EF
815
Empirical Finance
Pennsylvania
$6.05M +$1.16M +3,513 +20%
HR
816
Howe & Rusling
New York
$6.05M -$7.29K -22 -0.1%
PRC
817
Pearl River Capital
Michigan
$6.04M +$2.26M +6,806 +47%
WIC
818
Willis Investment Counsel
Georgia
$6.02M -$110K -332 -2%
SIM
819
Seaview Investment Managers
Florida
$6.01M -$242K -731 -3%
HT
820
HighTower Trust
Texas
$6M -$143K -430 -2%
YWP
821
YorkBridge Wealth Partners
New York
$6M +$216K +653 +3%
LNWWM
822
Laird Norton Wetherby Wealth Management
California
$5.99M -$111K -335 -2%
IUHSA
823
Itau Unibanco Holding S.A.
Brazil
$5.92M +$3.17M +9,552 +85%
TGAM
824
TBH Global Asset Management
Tennessee
$5.91M -$115K -348 -2%
BHWM
825
Bar Harbor Wealth Management
New Hampshire
$5.91M -$25.9K -78 -0.4%