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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
951
Confluence Wealth Services
Pennsylvania
$6.37M +$623K +5,322 +12%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$6.36M +$34.9K +298 +0.6%
VCA
953
Verdence Capital Advisors
Maryland
$6.36M +$92.7K +792 +2%
FSA
954
Financial Sense Advisors
California
$6.35M -$53.4K -456 -0.9%
NC
955
Nicholas Company
Wisconsin
$6.32M +$5.27K +45 +0.1%
MWM
956
MOKAN Wealth Management
Kansas
$6.29M +$708K +6,048 +14%
MCM
957
Mengis Capital Management
Oregon
$6.28M -$5.74K -49 -0.1%
PTC
958
Private Trust Company
Ohio
$6.28M -$151K -1,287 -3%
EWM
959
Empirical Wealth Management
Washington
$6.27M +$422K +3,608 +8%
Two Sigma Investments
960
Two Sigma Investments
New York
$6.25M -$1.84M -15,700 -24%
DIA
961
Dana Investment Advisors
Wisconsin
$6.24M +$107K +917 +2%
SIA
962
Soltis Investment Advisors
Utah
$6.23M +$136K +1,158 +2%
PMSA
963
Patrick M. Sweeney & Associates
Illinois
$6.19M +$17.9K +153 +0.3%
WLPWM
964
Walled Lake Planning & Wealth Management
Illinois
$6.18M +$78.3K +669 +1%
SL
965
Sentry LLC
Tennessee
$6.15M +$351 +3 +0%
LG
966
Leuthold Group
Minnesota
$6.14M -$305K -2,607 -5%
IIC
967
Ironwood Investment Counsel
Arizona
$6.12M +$46.8K +400 +0.8%
ET
968
Equitable Trust
Tennessee
$6.11M -$255K -2,177 -4%
HCM
969
Hengehold Capital Management
Ohio
$6.1M +$186K +1,590 +3%
RWM
970
Ritholtz Wealth Management
New York
$6.09M +$288K +2,457 +5%
CBB
971
Citizens Business Bank
California
$6.08M -$105K -894 -2%
M
972
MOTCO
Texas
$6.07M -$110K -940 -2%
MWM
973
Modera Wealth Management
New Jersey
$6.06M -$213K -1,823 -4%
GVAG
974
Great Valley Advisor Group
Delaware
$6.06M +$164K +1,398 +3%
IIM
975
Ipswich Investment Management
Massachusetts
$6.03M