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Name Holding Trade Value Shares
Change
Change in
Stake
Congress Asset Management
2126
Congress Asset Management
Massachusetts
$933K -$143K -850 -14%
APWA
2127
Atlas Private Wealth Advisors
New Jersey
$932K -$908K -5,396 -50%
CCA
2128
Cottonwood Capital Advisors
Utah
$929K -$1.18K -7 -0.1%
Atomi Financial Group
2129
Atomi Financial Group
New York
$929K +$199K +1,183 +29%
PG
2130
Proffitt & Goodson
Tennessee
$927K -$11.3K -67 -1%
BCM
2131
Birch Capital Management
Texas
$927K -$193K -1,148 -18%
Annex Advisory Services
2132
Annex Advisory Services
Wisconsin
$923K -$48.1K -286 -5%
AGWCA
2133
Annis Gardner Whiting Capital Advisors
Florida
$923K +$30.1K +179 +4%
BCM
2134
Boltwood Capital Management
California
$922K -$12.6K -75 -1%
REMPR
2135
Roof Eidam Maycock Peralta (REMP)
California
$921K -$8.42K -50 -0.9%
CC
2136
Callan Capital
California
$919K +$202K +1,198 +30%
SG
2137
Somerset Group
Minnesota
$917K -$319K -1,894 -27%
AAG
2138
Armstrong Advisory Group
Massachusetts
$917K – – –
AFM
2139
Armstrong Fleming & Moore
District of Columbia
$915K – – –
SIA
2140
Schear Investment Advisers
Ohio
$914K -$109K -648 -11%
AAM
2141
Aureus Asset Management
Massachusetts
$913K -$39.4K -234 -4%
CFP
2142
Catalyst Financial Partners
Massachusetts
$913K +$69K +410 +8%
LPT
2143
Legacy Private Trust
Wisconsin
$912K +$39.2K +233 +5%
QWM
2144
Quadcap Wealth Management
Texas
$912K -$50.2K -298 -5%
OL
2145
Optas LLC
Texas
$911K -$93.4K -555 -10%
DA
2146
Doliver Advisors
Texas
$910K +$442K +2,624 +102%
CCP
2147
Cassia Capital Partners
North Carolina
$906K +$167K +994 +24%
D
2148
Diversified
Delaware
$904K +$84.5K +502 +11%
MC
2149
McMorgan & Co
California
$904K – – –
BCP
2150
Berkeley Capital Partners
Georgia
$904K +$29.6K +176 +4%