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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1226
GoalVest Advisory
New York
$2.72M +$1.44M +16,141 +105%
CWS
1227
Confluence Wealth Services
Pennsylvania
$2.72M -$578K -6,480 -17%
CT
1228
Clearstead Trust
Maine
$2.71M +$2.61M +29,287 +1,324%
HNW
1229
High Note Wealth
Minnesota
$2.71M +$762K +8,536 +46%
BI
1230
Berkeley Inc
Idaho
$2.71M +$78.6K +881 +3%
NERM
1231
New England Research & Management
Illinois
$2.7M +$172K +1,925 +7%
ECM
1232
EagleClaw Capital Management
Massachusetts
$2.69M +$65.2K +730 +2%
CI
1233
Cigna Investments
Connecticut
$2.68M -$132K -1,474 -5%
BFC
1234
Blue Fin Capital
Rhode Island
$2.68M +$111K +1,242 +4%
CCA
1235
Checchi Capital Advisers
California
$2.68M +$54.5K +610 +2%
ESB
1236
Essex Savings Bank
Connecticut
$2.67M +$8.84K +99 +0.3%
WAM
1237
Wakefield Asset Management
Colorado
$2.67M -$33K -370 -1%
HSA
1238
Hussman Strategic Advisors
Maryland
$2.67M +$2.77M +31,000 New
FBT
1239
First Bank & Trust
South Dakota
$2.66M -$111K -1,246 -4%
UAS
1240
United Asset Strategies
New York
$2.65M -$2.5K -28 -0.1%
WAS
1241
Wealth Advisory Solutions
Indiana
$2.64M -$196K -2,193 -7%
TS
1242
Third Security
Virginia
$2.64M
BDF
1243
Balasa Dinverno & Foltz
$2.64M +$191K +2,141 +8%
ST
1244
Smithfield Trust
Pennsylvania
$2.63M +$93.7K +1,050 +4%
TFS
1245
TrustCore Financial Services
Tennessee
$2.63M +$20.9K +234 +0.8%
CAM
1246
Cubic Asset Management
Massachusetts
$2.63M +$25.3K +283 +0.9%
SCM
1247
Silvant Capital Management
Georgia
$2.62M -$21.5K -241 -0.8%
GBT
1248
Grove Bank & Trust
Florida
$2.61M +$7.05K +79 +0.3%
GAG
1249
Goodman Advisory Group
Massachusetts
$2.6M -$798K -8,938 -23%
PJSIMP
1250
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.59M -$80.3K -900 -3%