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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Altium Wealth Management
New York
$4.17M +$19.6K +54 +0.5%
BSI
1027
Bennett Selby Investments
Maine
$4.13M +$149K +411 +4%
SFFS
1028
Stonehage Fleming Financial Services
Jersey
$4.13M – – –
DFG
1029
Demars Financial Group
Washington
$4.12M -$58.2K -160 -1%
SCP
1030
Steamboat Capital Partners
New York
$4.12M -$21.1K -58 -0.5%
LBD
1031
Landsberg Bennett & Dubbaneh
Florida
$4.07M +$298K +820 +8%
MRCP
1032
Manor Road Capital Partners
New York
$4.07M -$291K -800 -6%
WP
1033
WMS Partners
Maryland
$4.06M +$46.5K +128 +1%
FCM
1034
Fairbanks Capital Management
California
$4.06M -$1.82K -5 -0%
FNB
1035
Farmers National Bank
Kentucky
$4.05M +$4.13M +11,348 New
FCIM
1036
Fairview Capital Investment Management
California
$4.03M +$42.5K +117 +1%
OMC
1037
Overbrook Management Corp
New York
$4.03M -$862K -2,371 -17%
GCAC
1038
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.02M +$369K +1,015 +10%
NSIM
1039
North Star Investment Management
Illinois
$4.01M +$19.3K +53 +0.5%
SCA
1040
Sander Capital Advisors
Washington
$4.01M -$3.99M -10,959 -49%
AAMA
1041
Advanced Asset Management Advisors
Ohio
$4M – – –
HSA
1042
HBK Sorce Advisory
Pennsylvania
$3.99M -$16.7K -46 -0.4%
IIC
1043
Ironwood Investment Counsel
Arizona
$3.99M +$34.2K +94 +0.8%
LIM
1044
Leavell Investment Management
Alabama
$3.99M +$38.2K +105 +0.9%
CQS
1045
Credential Qtrade Securities
$3.98M +$432K +1,187 +12%
1SB
1046
1ST Source Bank
Indiana
$3.98M -$33.1K -91 -0.8%
BFEC
1047
Benjamin F. Edwards & Company
Missouri
$3.98M +$26.5K +73 +0.6%
TAMH
1048
Taikang Asset Management (HK)
Hong Kong
$3.95M – – –
WPP
1049
Whalerock Point Partners
Rhode Island
$3.94M +$131K +360 +3%
WANY
1050
Wealthspire Advisors (New York)
New York
$3.94M +$497K +1,367 +14%