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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1051
Summit Financial Wealth Advisors
Louisiana
$2.53M +$248K +3,518 +11%
HC
1052
Hendley & Co
Ohio
$2.53M -$2.57M -36,451 -51%
WCM
1053
Washington Capital Management
Washington
$2.52M -$18.5K -262 -0.8%
OWD
1054
Osborn Williams & Donohoe
Ohio
$2.51M -$89.5K -1,268 -4%
FA
1055
FMA Advisory
Pennsylvania
$2.51M -$16.8K -238 -0.7%
TIM
1056
Thompson Investment Management
Wisconsin
$2.5M -$569K -8,054 -19%
RG
1057
Rikoon Group
New Mexico
$2.49M -$8.61K -122 -0.4%
AA
1058
ALPS Advisors
Colorado
$2.49M -$47.7M -676,271 -95%
FCCM
1059
First City Capital Management
Georgia
$2.48M -$79.5K -1,126 -3%
SS
1060
Simplicity Solutions
Minnesota
$2.48M +$752K +10,653 +46%
BSW
1061
Buckingham Strategic Wealth
Missouri
$2.48M +$304K +4,304 +15%
PIM
1062
Penobscot Investment Management
Massachusetts
$2.46M
OPTFSNA
1063
Old Point Trust & Financial Services N A
Virginia
$2.46M -$66.6K -943 -3%
CPA
1064
Capital Planning Advisors
California
$2.45M +$65K +921 +3%
DCM
1065
Donaldson Capital Management
Indiana
$2.45M +$56.9K +806 +2%
IIC
1066
Integrated Investment Consultants
Michigan
$2.43M -$5.15K -73 -0.2%
FPCG
1067
Fort Pitt Capital Group
Pennsylvania
$2.43M +$276K +3,908 +13%
KFBMI
1068
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.42M
CCWA
1069
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M +$129K +1,832 +6%
BJL
1070
Brighton Jones LLC
Washington
$2.42M +$448K +6,344 +24%
AIM
1071
Anchor Investment Management
South Carolina
$2.42M -$355K -5,031 -13%
IAA
1072
Independent Advisor Alliance
North Carolina
$2.41M +$510K +7,220 +28%
PMG
1073
ProVise Management Group
Florida
$2.41M
ACP
1074
Aviance Capital Partners
Florida
$2.4M -$55.1K -781 -2%
BWAM
1075
Boyd Watterson Asset Management
Ohio
$2.38M -$9.53K -135 -0.4%