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Name Holding Trade Value Shares
Change
Change in
Stake
CRCM
1376
Corbett Road Capital Management
Virginia
$672K +$227K +2,117 +66%
ATC
1377
Adirondack Trust Company
New York
$668K
PCM
1378
Peregrine Capital Management
Minnesota
$667K +$570K +5,314 New
BFEC
1379
Benjamin F. Edwards & Company
Missouri
$662K -$35K -326 -6%
HCM
1380
HMS Capital Management
Tennessee
$661K -$139K -1,299 -20%
GW
1381
GW & Wade
Massachusetts
$660K +$40.8K +380 +8%
MWA
1382
Meridian Wealth Advisors
Texas
$659K +$8.05K +75 +1%
BPA
1383
Beacon Pointe Advisors
California
$656K -$319K -2,976 -36%
PAS
1384
Professional Advisory Services
Florida
$653K -$306K -2,850 -35%
VVP
1385
Venture Visionary Partners
Ohio
$651K +$5.37K +50 +1%
PCG
1386
Private Capital Group
Connecticut
$649K -$1.61K -15 -0.3%
DBIA
1387
Dumont & Blake Investment Advisors
New Jersey
$647K -$4.29K -40 -0.8%
AL
1388
Aspiriant LLC
California
$646K -$215 -2 -0%
TH
1389
TCTC Holdings
Texas
$640K
RGIA
1390
Rainier Group Investment Advisory
Washington
$639K +$40.9K +381 +8%
WMG
1391
WESCAP Management Group
California
$638K -$32.5K -303 -6%
ZAM
1392
Zevin Asset Management
Massachusetts
$637K +$29.5K +275 +6%
WPW
1393
Waldron Private Wealth
Pennsylvania
$636K +$131K +1,216 +32%
MIM
1394
Miller Investment Management
Pennsylvania
$634K
TFS
1395
Thoroughbred Financial Services
Tennessee
$634K +$53.1K +495 +11%
KOCAA
1396
Knights of Columbus Asset Advisors
Connecticut
$630K -$926K -8,622 -63%
SFS
1397
Summit Financial Strategies
Ohio
$629K
EFS
1398
Essex Financial Services
Connecticut
$628K +$131K +1,217 +32%
BWA
1399
Burt Wealth Advisors
Maryland
$625K +$1.29K +12 +0.2%
SP
1400
SWS Partners
Ohio
$621K +$57.6K +537 +12%