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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1526
Avity Investment Management
Connecticut
$2.36M – – –
AMIM
1527
Aull & Monroe Investment Management
Alabama
$2.36M +$114K +972 +6%
WWM
1528
Wolff Wiese Magana
California
$2.36M -$93.3K -797 -4%
QI
1529
QV Investors
Alberta, Canada
$2.36M -$12.9M -110,570 -86%
LJAC
1530
L.J. Altfest & Co
New York
$2.36M -$59.6K -509 -3%
KCP
1531
Kera Capital Partners
California
$2.35M -$84.6K -723 -4%
EWM
1532
Evermay Wealth Management
Virginia
$2.35M +$503K +4,297 +31%
RAM
1533
Redmond Asset Management
Virginia
$2.34M -$98.7K -843 -4%
HFBOT
1534
Home Federal Bank of Tennessee
Tennessee
$2.33M +$140K +1,200 +7%
TWM
1535
Thrive Wealth Management
Pennsylvania
$2.32M +$52.1K +445 +3%
QIM
1536
Quest Investment Management
Oregon
$2.31M – – –
FCCM
1537
First City Capital Management
Georgia
$2.31M -$60.3K -515 -3%
PE
1538
PCM Encore
Colorado
$2.31M -$4.1K -35 -0.2%
FIM
1539
Fruth Investment Management
Texas
$2.31M -$16.4K -140 -0.8%
WFG
1540
Wills Financial Group
Virginia
$2.3M +$154K +1,315 +8%
IP
1541
Indivisible Partners
Florida
$2.29M +$537K +4,592 +35%
PP
1542
PDS Planning
Ohio
$2.29M +$29.6K +253 +1%
FAP
1543
Financial Advisory Partners
Florida
$2.29M +$15K +128 +0.7%
CFWMA
1544
Center for Wealth Management Advisory
Ohio
$2.27M +$45.9K +392 +2%
TPA
1545
Trivium Point Advisory
Connecticut
$2.27M +$535K +4,570 +35%
ONSWM
1546
Old North State Wealth Management
North Carolina
$2.27M +$11.4K +97 +0.6%
TFS
1547
Thoroughbred Financial Services
Tennessee
$2.27M -$15.6K -133 -0.7%
WPP
1548
Whalerock Point Partners
Rhode Island
$2.26M -$29.3K -250 -1%
BWP
1549
BSW Wealth Partners
Colorado
$2.26M -$48.5K -414 -2%
WB
1550
Webster Bank
Connecticut
$2.26M +$14.5K +124 +0.7%