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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1101
Hotaling Investment Management
Pennsylvania
$3.68M +$1.45M +16,340 +68%
AFG
1102
Albion Financial Group
Utah
$3.67M +$556K +6,268 +18%
DIP
1103
DT Investment Partners
Pennsylvania
$3.66M +$202K +2,284 +6%
GMA
1104
Glassy Mountain Advisors
Maryland
$3.65M +$68.2K +769 +2%
KCM
1105
Kempner Capital Management
Texas
$3.65M -$1.19M -13,467 -25%
PA
1106
Parallel Advisors
California
$3.65M +$159K +1,788 +5%
LPT
1107
Legacy Private Trust
Wisconsin
$3.59M +$397K +4,481 +13%
GAG
1108
Goodman Advisory Group
Massachusetts
$3.56M +$3.47M +39,091 New
ISB
1109
Iowa State Bank
Iowa
$3.56M -$58.2K -657 -2%
PAMG
1110
Patton Albertson Miller Group
Tennessee
$3.55M +$370K +4,170 +12%
MOS
1111
MGO One Seven
Ohio
$3.55M -$1.9M -21,414 -35%
HFM
1112
Hartford Financial Management
Connecticut
$3.55M -$201K -2,263 -5%
ADL
1113
Asset Dedication LLC
California
$3.53M +$285K +3,215 +9%
AOWM
1114
Alpha Omega Wealth Management
Virginia
$3.52M -$63.9K -721 -2%
EH
1115
Equitable Holdings
New York
$3.52M +$223K +2,511 +7%
CCA
1116
Cobblestone Capital Advisors
New York
$3.51M +$54.2K +611 +2%
FHA
1117
Flagship Harbor Advisors
Massachusetts
$3.5M -$23.8K -268 -0.7%
SC
1118
Savant Capital
Illinois
$3.5M +$392K +4,424 +13%
HCA
1119
Horan Capital Advisors
Ohio
$3.5M +$21.8K +246 +0.6%
PCA
1120
Providence Capital Advisors
North Carolina
$3.49M -$4.62M -52,081 -58%
CCM
1121
Chilton Capital Management
Texas
$3.48M -$30.2K -341 -0.9%
OIA
1122
OneDigital Investment Advisors
Kansas
$3.48M +$70K +790 +2%
UCI
1123
Uncommon Cents Investing
Wisconsin
$3.47M +$79.8K +900 +2%
CCM
1124
Cox Capital Management
Massachusetts
$3.47M -$111K -1,254 -3%
GWM
1125
GSB Wealth Management
Connecticut
$3.46M -$16.3K -184 -0.5%