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Name Holding Trade Value Shares
Change
Change in
Stake
AI
701
Accredited Investors
Minnesota
$3.26M -$18.5K -114 -0.5%
SC
702
Slow Capital
California
$3.24M +$9.07K +56 +0.3%
KIC
703
Keating Investment Counselors
Florida
$3.23M -$229K -1,415 -6%
BFO
704
Biltmore Family Office
North Carolina
$3.22M +$574K +3,542 +19%
KFP
705
Keystone Financial Planning
Ohio
$3.22M -$3.43M -21,188 -49%
SSWM
706
Smith Salley Wealth Management
North Carolina
$3.2M +$137K +845 +4%
GW
707
GW & Wade
Massachusetts
$3.18M +$43.7K +270 +1%
CAM
708
Cypress Asset Management
Texas
$3.17M – – –
NRS
709
Neville Rodie & Shaw
New York
$3.17M – – –
TWA
710
TCI Wealth Advisors
Arizona
$3.16M -$54.4K -336 -2%
BFIM
711
Beese Fulmer Investment Management
Ohio
$3.13M +$47.5K +293 +1%
BSW
712
Buckingham Strategic Wealth
Missouri
$3.13M +$116K +715 +3%
CCM
713
Crossvault Capital Management
Texas
$3.13M -$81.3K -502 -2%
CI
714
Cigna Investments
Connecticut
$3.12M -$49.6K -306 -1%
FTA
715
Financial & Tax Architects
Missouri
$3.1M +$188K +1,158 +6%
MCM
716
MAI Capital Management
Ohio
$3.08M +$486 +3 +0%
VCM
717
Violich Capital Management
California
$3.08M +$213K +1,316 +7%
NC
718
NewSquare Capital
Pennsylvania
$3.05M +$182K +1,122 +6%
GIM
719
Guardian Investment Management
California
$3.05M – – –
USCWA
720
U.S. Capital Wealth Advisors
Texas
$3.05M +$3.42M +21,099 New
CWG
721
Cornerstone Wealth Group
North Carolina
$3.03M +$116K +715 +4%
NSAM
722
North Star Asset Management
Wisconsin
$3.03M -$194K -1,200 -5%
MYAM
723
Meiji Yasuda Asset Management
Japan
$3.02M -$68.2K -421 -2%
TI
724
Trexquant Investment
Connecticut
$3.02M +$3.34M +20,587 New
DAS
725
Dynamic Advisor Solutions
Arizona
$3.02M -$211K -1,303 -6%