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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1101
Shorepoint Capital Partners
Massachusetts
$2.95M -$336K -4,085 -11%
MBTD
1102
Mechanics Bank - Trust Department
California
$2.95M +$6.57K +80 +0.2%
ST
1103
Smithfield Trust
Pennsylvania
$2.94M +$6K +73 +0.2%
MMG
1104
Monetary Management Group
Missouri
$2.94M +$474K +5,769 +21%
CWG
1105
Cornerstone Wealth Group
North Carolina
$2.92M -$84.6K -1,030 -3%
UCI
1106
Uncommon Cents Investing
Wisconsin
$2.91M -$114K -1,388 -4%
AIM
1107
Anchor Investment Management
South Carolina
$2.9M -$11.5K -140 -0.4%
KIG
1108
Kessler Investment Group
Indiana
$2.89M -$182K -2,213 -6%
EFS
1109
Essex Financial Services
Connecticut
$2.89M +$390K +4,743 +17%
FA
1110
FMA Advisory
Pennsylvania
$2.89M +$24.5K +298 +0.9%
KFBMI
1111
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.88M
RPC
1112
Rossmore Private Capital
Connecticut
$2.88M +$1.1M +13,340 +67%
WCM
1113
Weld Capital Management
New York
$2.87M +$1.58M +19,276 +140%
BJL
1114
Brighton Jones LLC
Washington
$2.85M -$30.9K -376 -1%
VCAM
1115
Van Cleef Asset Management
Ohio
$2.85M
FCMT
1116
Founders Capital Management (Texas)
Texas
$2.85M +$420K +5,114 +18%
TVWM
1117
Tower View Wealth Management
Wisconsin
$2.85M +$22.8K +277 +0.9%
EHC
1118
Everett Harris & Co
California
$2.84M -$22K -268 -0.8%
FMWA
1119
Forvis Mazars Wealth Advisors
Missouri
$2.84M +$90.3K +1,099 +3%
BWAM
1120
Boyd Watterson Asset Management
Ohio
$2.83M +$25.8K +314 +1%
PIM
1121
Penobscot Investment Management
Massachusetts
$2.82M -$30.1K -367 -1%
AA
1122
ALPS Advisors
Colorado
$2.81M -$126K -1,529 -5%
DAM
1123
Doheny Asset Management
California
$2.81M -$17.2K -210 -0.6%
HCA
1124
Horan Capital Advisors
Ohio
$2.78M -$60K -730 -2%
IC
1125
IEQ Capital
California
$2.77M +$2.62M +31,912 New