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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1901
Mitchell McLeod Pugh & Williams
Alabama
$16.1M -$784K -4,275 -4%
ADL
1902
Asset Dedication LLC
California
$16.1M -$3.03M -16,501 -15%
BFA
1903
Bill Few Associates
Pennsylvania
$16M -$108K -586 -0.6%
IIM
1904
Intact Investment Management
Quebec, Canada
$15.9M +$1.57M +8,580 +10%
CYG
1905
Clean Yield Group
Vermont
$15.9M +$197K +1,074 +1%
ITFISA
1906
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$15.9M -$1.48M -8,087 -8%
MWM
1907
MinichMacGregor Wealth Management
New York
$15.9M +$1.36M +7,418 +9%
CIC
1908
Chase Investment Counsel
Virginia
$15.9M -$2.47M -13,438 -13%
SP
1909
SmartHarvest Portfolios
Washington
$15.9M -$3.88M -21,147 -19%
MA
1910
McBroom & Associates
Nevada
$15.9M -$3.45M -18,802 -17%
JWM
1911
Jupiter Wealth Management
Colorado
$15.9M +$424K +2,309 +3%
SEIA
1912
Signature Estate & Investment Advisors
California
$15.8M +$765K +4,171 +5%
WIS
1913
Wright Investors Service
Connecticut
$15.8M -$52.5K -286 -0.3%
PWA
1914
Provenance Wealth Advisors
Florida
$15.8M -$1.66M -9,061 -9%
OA
1915
Oasis Advisors
Iowa
$15.8M +$15.8M +86,161 +2,061%
UHC
1916
Union Heritage Capital
Michigan
$15.8M +$3.6M +19,600 +28%
GAM
1917
Griffin Asset Management
New York
$15.7M +$2.59M +14,093 +19%
SH
1918
SLT Holdings
Arizona
$15.7M +$2.37M +12,919 +17%
DJYG
1919
David J. Yvars Group
Florida
$15.6M -$78K -425 -0.5%
WP
1920
Westmount Partners
California
$15.6M -$43.3K -236 -0.3%
TIM
1921
Titan Investment Management
Indiana
$15.6M +$776K +4,232 +5%
BFG
1922
Beacon Financial Group
Texas
$15.6M -$132K -720 -0.8%
RFN
1923
RDA Financial Network
Iowa
$15.6M -$72.3K -394 -0.4%
CWM
1924
Connecticut Wealth Management
Connecticut
$15.6M -$143K -778 -0.9%
BWA
1925
Blodgett Wealth Advisors
California
$15.6M -$483K -2,630 -3%