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Name Holding Trade Value Shares
Change
Change in
Stake
BBWA
801
Bell & Brown Wealth Advisors
California
$2.43M +$130K +847 +5%
WAM
802
Weatherly Asset Management
California
$2.43M -$17.4K -113 -0.7%
AAM
803
Azzad Asset Management
Virginia
$2.41M +$495K +3,218 +24%
LA
804
Lynch & Associates
Indiana
$2.41M -$34K -221 -1%
HWA
805
Heritage Way Advisors
Illinois
$2.41M +$78.4K +509 +3%
AWP
806
Ascent Wealth Partners
New York
$2.4M +$124K +808 +5%
PFC
807
Poplar Forest Capital
California
$2.39M – – –
CCG
808
Cypress Capital Group
Florida
$2.39M -$1.69K -11 -0.1%
PTC
809
Private Trust Company
Ohio
$2.38M -$471K -3,062 -16%
AP
810
Appleton Partners
Massachusetts
$2.38M -$1.46M -9,485 -37%
RHDIC
811
R.H. Dinel Investment Counsel
California
$2.38M – – –
RT
812
Rockland Trust
Massachusetts
$2.38M +$253K +1,645 +11%
Carson Wealth (CWM LLC)
813
Carson Wealth (CWM LLC)
Nebraska
$2.35M – – –
ZCA
814
Zeke Capital Advisors
Pennsylvania
$2.34M -$124K -804 -5%
PG
815
Patten Group
Tennessee
$2.34M -$650K -4,221 -21%
HIM
816
Harbour Investment Management
Washington
$2.33M +$43.6K +283 +2%
BEAM
817
Baker Ellis Asset Management
Washington
$2.31M -$521K -3,385 -18%
NED
818
Nancy E. Dempze
$2.3M +$7.7K +50 +0.3%
AAS
819
Avantax Advisory Services
Texas
$2.3M -$80K -520 -3%
DRD
820
Dennis R. Delaney
$2.29M +$14.8K +96 +0.6%
GIC
821
Gantzert Investment Company
Illinois
$2.28M +$924 +6 +0%
GC
822
Grimes & Company
Massachusetts
$2.28M -$1.85K -12 -0.1%
PP
823
Paloma Partners
Connecticut
$2.28M -$11.1M -71,950 -82%
HFM
824
Hartford Financial Management
Connecticut
$2.28M – – –
SC
825
SouthState Corp
Florida
$2.27M -$868K -5,640 -26%