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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1126
West Paces Advisors
Georgia
$941K +$909K +6,301 New
RCA
1127
Rowland Carmichael Advisors
Arizona
$937K +$4.47K +31 +0.5%
CFMC
1128
Curbstone Financial Management Corp
New Hampshire
$935K -$913K -6,324 -50%
LCM
1129
Logan Capital Management
Pennsylvania
$934K – – –
SAMC
1130
Spectrum Asset Management (California)
California
$933K +$902K +6,248 New
CCP
1131
Corient Capital Partners
California
$925K -$21.2K -147 -2%
CNB
1132
Camden National Bank
Maine
$924K +$893K +6,190 New
FAM
1133
Formidable Asset Management
Ohio
$922K – – –
CWP
1134
Capital Wealth Planning
Florida
$922K +$890K +6,171 New
PFS
1135
Prospera Financial Services
Texas
$920K -$51.8K -359 -5%
CAM
1136
Covenant Asset Management
New Jersey
$918K +$887K +6,146 New
SWM
1137
Stockman Wealth Management
Montana
$916K -$8.66K -60 -1%
DAS
1138
Dynamic Advisor Solutions
Arizona
$914K -$250K -1,733 -22%
HWA
1139
HCR Wealth Advisors
California
$913K +$882K +6,114 New
CAI
1140
Capital Advisors Inc
Oklahoma
$908K +$11.4K +79 +1%
WCBA
1141
Weaver C. Barksdale & Associates
Tennessee
$905K +$70.1K +486 +9%
HCM
1142
Harvey Capital Management
Florida
$899K – – –
LC
1143
Lourd Capital
California
$893K -$74.7K -518 -8%
FNB
1144
Farmers National Bank
Kentucky
$888K +$2.17K +15 +0.3%
CL
1145
CPWM LLC
Washington
$884K +$73.4K +509 +9%
ACI
1146
Alpha Cubed Investments
California
$882K -$25.1K -174 -3%
PJSIMP
1147
P.J. Schmidt Investment Management (PJS)
Wisconsin
$876K +$58.7K +407 +7%
BPB
1148
Badgley, Phelps & Bell
Washington
$875K +$37.8K +262 +5%
PAM
1149
Peak Asset Management
Colorado
$874K -$118K -818 -12%
BCM
1150
BTR Capital Management
California
$874K – – –