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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2101
Aevitas Wealth Management
Massachusetts
$1.4M +$1.34M +16,319 New
CHA
2102
Cedar Hill Associates
Illinois
$1.39M +$29.5K +360 +2%
PI
2103
Pettee Investors
Connecticut
$1.39M
NCM
2104
Nelson Capital Management
California
$1.38M +$111K +1,348 +9%
NCM
2105
Northstar Capital Management
New York
$1.38M +$1.32M +16,088 New
WCM
2106
Windward Capital Management
California
$1.38M +$287K +3,501 +28%
DT
2107
Diversified Trust
Tennessee
$1.36M +$242K +2,955 +23%
RW
2108
REDW Wealth
New Mexico
$1.36M -$22.6K -276 -2%
TA
2109
Trellis Advisors
Washington
$1.36M +$1.3M +15,862 New
VIA
2110
Vantage Investment Advisors
Pennsylvania
$1.35M +$161K +1,963 +14%
CFA
2111
Cahill Financial Advisors
Minnesota
$1.35M +$11.2K +136 +0.9%
BBNB
2112
Baker Boyer National Bank
Washington
$1.35M +$41K +500 +3%
DM
2113
Diker Management
New York
$1.35M
FPB
2114
First PREMIER Bank
South Dakota
$1.34M +$221K +2,700 +21%
RCA
2115
Rowland Carmichael Advisors
Arizona
$1.34M -$92.4K -1,126 -7%
KA
2116
Klingman & Associates
New York
$1.34M +$589K +7,176 +85%
ANTB
2117
AMG National Trust Bank
Colorado
$1.33M
CHP
2118
Cable Hill Partners
Oregon
$1.33M +$72.6K +885 +6%
HT
2119
HAP Trading
New York
$1.33M -$5.32M -64,895 -81%
WA
2120
WealthTrust-Arizona
Arizona
$1.33M -$11.3K -138 -0.9%
KTC
2121
Kistler-Tiffany Companies
Pennsylvania
$1.32M +$58.7K +715 +5%
CC
2122
Cognios Capital
Kansas
$1.31M +$95.6K +1,166 +8%
BL
2123
Balentine LLC
Georgia
$1.3M -$125K -1,526 -9%
MCM
2124
Manchester Capital Management
Vermont
$1.3M +$58.9K +718 +5%
CCWA
2125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.3M +$69.6K +848 +6%