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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1126
Giverny Capital
Quebec, Canada
$3.56M +$120K +344 +4%
CWP
1127
CFM Wealth Partners
Texas
$3.55M -$159K -457 -4%
BDS
1128
Banco de Sabadell
Florida
$3.54M +$206K +589 +6%
WTB
1129
Washington Trust Bank
Washington
$3.54M +$9.77K +28 +0.3%
KNW
1130
Kesler Norman & Wride
Utah
$3.53M +$77.8K +223 +2%
CWG
1131
Cornerstone Wealth Group
North Carolina
$3.52M +$2.53M +7,237 +368%
BCM
1132
Brooktree Capital Management
Michigan
$3.52M -$45.4K -130 -1%
WCM
1133
Weik Capital Management
Pennsylvania
$3.51M -$29.7K -85 -0.9%
AIIMS
1134
Analyst IMS Investment Management Services
Israel
$3.49M -$110K -316 -3%
PMG
1135
ProVise Management Group
Florida
$3.47M +$84.4K +242 +3%
MMG
1136
Monetary Management Group
Missouri
$3.47M -$1.05M -3,020 -24%
PSB
1137
Piscataqua Savings Bank
New Hampshire
$3.47M +$3.4M +9,738 New
GP
1138
Greenline Partners
New York
$3.46M -$62.8K -180 -2%
CQS
1139
Credential Qtrade Securities
$3.45M -$1.59M -4,546 -32%
HH
1140
Hilltop Holdings
Texas
$3.44M -$310K -888 -8%
IFWM
1141
Institute for Wealth Management
Colorado
$3.41M +$74.7K +214 +2%
MC
1142
Moors & Cabot
Massachusetts
$3.4M -$8.72K -25 -0.3%
MCM
1143
Murphy Capital Management
New Jersey
$3.4M +$8.72K +25 +0.3%
KJHP
1144
K.J. Harrison & Partners
Ontario, Canada
$3.4M – – –
Capstone Investment Advisors
1145
Capstone Investment Advisors
New York
$3.39M +$3.32M +9,514 New
VAS
1146
Vestmark Advisory Solutions
Massachusetts
$3.38M +$288K +825 +10%
NPP
1147
New Potomac Partners
Maryland
$3.38M -$131K -376 -4%
AWMF
1148
Arbor Wealth Management (Florida)
Florida
$3.36M +$10.1K +29 +0.3%
CC
1149
Copperleaf Capital
North Carolina
$3.34M -$26.9K -77 -0.8%
WWM
1150
Western Wealth Management
Colorado
$3.34M +$292K +837 +10%