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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1201
Neumann Capital Management
California
$1.08M
BS
1202
Boenning & Scattergood
Pennsylvania
$1.08M -$80.2K -495 -6%
CB
1203
CNB Bank
Pennsylvania
$1.08M +$106K +653 +10%
BOTW
1204
Bank of the West
California
$1.07M -$24.8K -153 -2%
IAN
1205
Integrated Advisors Network
Texas
$1.07M -$2.69M -16,621 -70%
RA
1206
RFG Advisory
Alabama
$1.07M -$3.08K -19 -0.3%
IRAG
1207
Investment Research & Advisory Group
Georgia
$1.06M +$49.9K +308 +4%
BPWM
1208
Badgley Phelps Wealth Managers
Washington
$1.06M +$1.17M +7,233 New
MC
1209
Martin & Co
Tennessee
$1.05M +$99.8K +616 +9%
VI
1210
Versor Investments
New York
$1.05M +$521K +3,213 +81%
CCG
1211
Ceeto Capital Group
Florida
$1.05M
AIA
1212
AIMZ Investment Advisors
California
$1.05M +$324 +2 +0%
JAG
1213
Journey Advisory Group
Kentucky
$1.05M -$555K -3,423 -32%
TAM
1214
Trillium Asset Management
Massachusetts
$1.05M -$19.6K -121 -2%
DPIM
1215
Duff & Phelps Investment Management
Illinois
$1.05M -$25.4K -157 -2%
PIG
1216
Pantheon Investment Group
California
$1.05M +$241K +1,486 +27%
DA
1217
Detalus Advisors
Missouri
$1.04M +$46K +284 +4%
SG
1218
Stonnington Group
California
$1.04M -$746K -4,605 -39%
BCA
1219
Bray Capital Advisors
Florida
$1.04M +$12.5K +77 +1%
HCMT
1220
Highland Capital Management (Tennessee)
Tennessee
$1.04M -$35.5K -219 -3%
FHA
1221
Flagship Harbor Advisors
Massachusetts
$1.04M
PSIWM
1222
Paradigm Strategies in Wealth Management
Minnesota
$1.04M +$137K +846 +14%
PI
1223
Pettee Investors
Connecticut
$1.03M
WSC
1224
Wellington Shields & Co
New York
$1.03M +$39.5K +244 +4%
THWM
1225
Taylor Hoffman Wealth Management
Virginia
$1.03M