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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1001
Cornell Pochily Investment Advisors
New York
$1.83M +$73.2K +489 +4%
WAM
1002
Weatherly Asset Management
California
$1.82M -$22.3K -149 -1%
PCA
1003
Providence Capital Advisors
North Carolina
$1.82M +$37.6K +251 +2%
Jones Financial Companies
1004
Jones Financial Companies
Missouri
$1.82M +$131K +875 +8%
BDWM
1005
Brewin Dolphin Wealth Management
Ireland
$1.82M +$35.9K +240 +2%
CWA
1006
Canvas Wealth Advisors
Kansas
$1.82M +$1.65M +10,995 New
SBSB
1007
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.82M +$254K +1,696 +18%
MIC
1008
Meridian Investment Counsel
California
$1.81M – – –
CNFG
1009
Creegan & Nassoura Financial Group
New Hampshire
$1.8M – – –
RegentAtlantic Capital
1010
RegentAtlantic Capital
New Jersey
$1.8M +$342K +2,283 +26%
FFBTD
1011
First Financial Bank - Trust Division
Ohio
$1.79M -$44K -294 -3%
JSL
1012
JT Stratford LLC
Georgia
$1.79M +$1.41M +9,434 +559%
SCM
1013
Schnieders Capital Management
California
$1.78M +$4.34K +29 +0.3%
Grimes & Company
1014
Grimes & Company
Massachusetts
$1.78M +$112K +748 +7%
VI
1015
Versor Investments
New York
$1.77M +$1.65M +11,016 New
CT
1016
Chicago Trust
Illinois
$1.77M -$341K -2,275 -17%
MJRIC
1017
Mogy Joel R Investment Counsel
California
$1.77M -$65.7K -439 -4%
WTB
1018
Washington Trust Bank
Washington
$1.77M +$150K +1,003 +10%
HI
1019
Hudock Inc
Pennsylvania
$1.77M +$74.2K +496 +5%
Cresset Asset Management
1020
Cresset Asset Management
Illinois
$1.76M -$1.17M -7,804 -42%
LF
1021
Lantz Financial
Illinois
$1.76M +$38K +254 +2%
Seizert Capital Partners
1022
Seizert Capital Partners
Michigan
$1.76M +$186K +1,241 +13%
Kestra Private Wealth Services
1023
Kestra Private Wealth Services
Texas
$1.76M -$53.3K -356 -3%
WDA
1024
Wendell David Associates
New Hampshire
$1.75M +$19.6K +131 +1%
Circle Wealth Management
1025
Circle Wealth Management
New Jersey
$1.75M -$2.2M -14,700 -57%