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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$1.26M +$57.8K +1,265 +5%
IPC
1002
Independent Portfolio Consultants
Florida
$1.26M +$322K +7,038 +36%
RC
1003
Roundview Capital
New Jersey
$1.26M -$46.3K -1,012 -4%
CPA
1004
Court Place Advisors
Maryland
$1.25M +$1.2M +26,268 New
GSBTD
1005
Glenview State Bank Trust Department
Illinois
$1.25M +$1.2M +26,245 New
UF
1006
Univest Financial
Pennsylvania
$1.25M +$43.2K +944 +4%
UR
1007
USCA RIA
Texas
$1.24M -$57.4K -1,256 -5%
NPIT
1008
National Penn Investors Trust
Pennsylvania
$1.24M +$6.58K +144 +0.6%
PIA
1009
Piedmont Investment Advisors
North Carolina
$1.24M -$33.8M -738,962 -97%
MFW
1010
Meristem Family Wealth
Minnesota
$1.24M -$65.8K -1,439 -5%
LA
1011
Lau Associates
Delaware
$1.24M
DDC
1012
DF Dent & Co
Maryland
$1.22M -$7.18K -157 -0.6%
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$1.22M -$14.4K -316 -1%
GIP
1014
Granite Investment Partners
California
$1.22M
CONA
1015
Capital One National Association
New York
$1.21M -$18.1K -396 -2%
AIM
1016
Aspen Investment Management
Michigan
$1.21M +$5.3K +116 +0.5%
TFO
1017
Tarbox Family Office
California
$1.21M +$1.16M +25,304 New
FFC
1018
First Financial Corp
Indiana
$1.21M +$2.88K +63 +0.2%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$1.2M -$35.7K -781 -3%
WG
1020
Welch Group
Alabama
$1.19M +$41.4K +905 +4%
WF
1021
WealthTrust Fairport
Ohio
$1.19M -$27.1K -592 -2%
BCA
1022
Benchmark Capital Advisors
New York
$1.19M +$149K +3,249 +15%
IT
1023
Investors Trust
Texas
$1.18M -$5.11M -111,698 -83%
TF
1024
Tompkins Financial
New York
$1.18M +$161K +3,528 +17%
SNT
1025
Security National Trust
West Virginia
$1.18M +$39.7K +869 +4%