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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1101
D.J. St. Germain
Massachusetts
$3.43M – – –
UCI
1102
Uncommon Cents Investing
Wisconsin
$3.42M +$153K +1,711 +4%
ISB
1103
Iowa State Bank
Iowa
$3.42M +$57K +639 +2%
Harel Insurance Investments & Financial Services
1104
Harel Insurance Investments & Financial Services
Israel
$3.42M +$2.65M +29,692 +304%
FHA
1105
Flagship Harbor Advisors
Massachusetts
$3.4M +$93.2K +1,044 +3%
Burney Company
1106
Burney Company
Virginia
$3.4M +$140K +1,567 +4%
S
1107
Seeyond
France
$3.4M -$1.36M -15,224 -28%
Waverly Advisors
1108
Waverly Advisors
Alabama
$3.39M +$2.86M +32,041 +435%
NWM
1109
NEIRG Wealth Management
Massachusetts
$3.39M +$446K +4,999 +15%
Commerzbank Aktiengesellschaft
1110
Commerzbank Aktiengesellschaft
Germany
$3.38M +$1.33M +14,900 +61%
SAM
1111
Strategy Asset Managers
California
$3.38M +$733K +8,209 +26%
HCA
1112
Horan Capital Advisors
Ohio
$3.36M +$53.1K +595 +2%
Meridian Wealth Management
1113
Meridian Wealth Management
Kentucky
$3.36M +$1.89M +21,158 +119%
WCA
1114
Westover Capital Advisors
Delaware
$3.35M +$213K +2,389 +7%
PCA
1115
Providence Capital Advisors
North Carolina
$3.32M +$48K +538 +1%
SWP
1116
Strategic Wealth Partners
Ohio
$3.31M +$268K +2,997 +8%
CCA
1117
Cobblestone Capital Advisors
New York
$3.31M -$2.41K -27 -0.1%
CCM
1118
Cox Capital Management
Massachusetts
$3.3M +$23.9K +268 +0.7%
RWA
1119
Ropes Wealth Advisors
Massachusetts
$3.29M +$62.7K +702 +2%
Allworth Financial
1120
Allworth Financial
California
$3.29M +$296K +3,311 +9%
Madison Asset Management
1121
Madison Asset Management
Wisconsin
$3.29M -$252K -2,818 -7%
Savant Capital
1122
Savant Capital
Illinois
$3.29M -$26.2K -294 -0.8%
MPIM
1123
McGinn Penninger Investment Management
Virginia
$3.28M +$27.6K +309 +0.8%
Moneta Group Investment Advisors
1124
Moneta Group Investment Advisors
Missouri
$3.28M +$12.1K +135 +0.4%
EFS
1125
Essex Financial Services
Connecticut
$3.28M +$121K +1,356 +4%