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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$3.38M +$91.8K +1,219 +3%
CCA
1002
Cobblestone Capital Advisors
New York
$3.35M -$24K -319 -0.7%
MCM
1003
Manchester Capital Management
Vermont
$3.35M -$75.7K -1,006 -2%
AOWM
1004
Alpha Omega Wealth Management
Virginia
$3.35M -$19.5K -259 -0.6%
HCM
1005
Harvey Capital Management
Florida
$3.34M +$3.41M +45,253 New
SFS
1006
Strategic Financial Services
New York
$3.33M -$1.59M -21,089 -32%
MAFM
1007
Mid Atlantic Financial Management
Pennsylvania
$3.32M +$41.6K +553 +1%
AIA
1008
Affinity Investment Advisors
California
$3.29M -$899K -11,947 -21%
CPA
1009
Court Place Advisors
Maryland
$3.29M -$22.9K -304 -0.7%
AP
1010
Appleton Partners
Massachusetts
$3.28M -$19.8K -263 -0.6%
GCM
1011
Gibraltar Capital Management
Oklahoma
$3.28M +$11.6K +154 +0.3%
IMOV
1012
Investment Management of Virginia
Virginia
$3.28M +$99.8K +1,326 +3%
FBC
1013
Fairfield, Bush & Co
Connecticut
$3.27M +$1.66M +22,003 +98%
WAM
1014
Wealthspire Advisors (Maryland)
Maryland
$3.27M -$4.22K -56 -0.1%
DFG
1015
Demars Financial Group
Washington
$3.25M +$168K +2,234 +5%
WAS
1016
Wesleyan Assurance Society
United Kingdom
$3.25M
CCM
1017
Cox Capital Management
Massachusetts
$3.23M +$1.6M +21,222 +94%
SFG
1018
SevenBridge Financial Group
Pennsylvania
$3.23M +$61.7K +819 +2%
CRB
1019
Chad R. Baker
$3.23M
AAS
1020
Annex Advisory Services
Wisconsin
$3.22M +$2.96M +39,314 +917%
CCM
1021
Cadence Capital Management
Massachusetts
$3.21M -$198K -2,630 -6%
HAG
1022
HighPoint Advisor Group
Illinois
$3.2M +$46.2K +614 +1%
IMRF
1023
Illinois Municipal Retirement Fund
Illinois
$3.2M +$1.6M +21,286 +97%
FMWA
1024
Forvis Mazars Wealth Advisors
Missouri
$3.19M +$424K +5,627 +15%
WIC
1025
Whitegate Investment Counselors
New Hampshire
$3.19M -$14.7K -195 -0.4%