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Name Holding Trade Value Shares
Change
Change in
Stake
QOP
501
Quinn Opportunity Partners
Virginia
$9.45M +$141K +4,000 +1%
LCM
502
LVM Capital Management
Michigan
$9.36M +$476K +13,462 +5%
KPWS
503
Kestra Private Wealth Services
Texas
$9.35M +$793K +22,430 +9%
RMDI
504
R.M. Davis Inc
Maine
$9.26M -$2.4M -67,829 -20%
SCP
505
Stamos Capital Partners
California
$9.24M +$1.82M +51,420 +23%
XWM
506
Xcel Wealth Management
Florida
$9.24M -$510K -14,424 -5%
EFS
507
Essex Financial Services
Connecticut
$9.22M +$986K +27,887 +11%
WJWM
508
Williams Jones Wealth Management
New York
$9.13M -$569K -16,101 -6%
BFA
509
Bragg Financial Advisors
North Carolina
$9.07M +$130K +3,685 +1%
PCA
510
Private Capital Advisors
Connecticut
$9.06M -$345K -9,767 -3%
JFL
511
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.06M -$1.13M -31,963 -10%
SB
512
Simmons Bank
Arkansas
$9.04M +$44.6K +1,260 +0.5%
WTC
513
WhitTier Trust Company
Nevada
$9.02M +$40.6K +1,147 +0.4%
VF
514
Vest Financial
Virginia
$8.98M +$4.96M +140,281 +108%
ECM
515
Evergreen Capital Management
Washington
$8.96M -$267K -7,553 -3%
CNBT
516
Canandaigua National Bank & Trust
New York
$8.86M +$1.11M +31,361 +13%
FFIC
517
First Fiduciary Investment Counsel
Ohio
$8.82M +$221K +6,252 +2%
SIS
518
Strategic Investment Solutions
Illinois
$8.8M +$8.66M +244,907 +6,267%
WB
519
WesBanco Bank
West Virginia
$8.79M -$378K -10,686 -4%
AA
520
ALPS Advisors
Colorado
$8.76M -$11.2M -315,424 -54%
BWL
521
Bogart Wealth LLC
Virginia
$8.76M +$188K +5,309 +2%
GCMG
522
Gyroscope Capital Management Group
Florida
$8.75M +$757K +21,393 +9%
EWM
523
Edge Wealth Management
New York
$8.72M -$217K -6,125 -2%
MGP
524
Metis Global Partners
California
$8.71M +$1.36M +38,492 +17%
CA
525
Cornerstone Advisors
North Carolina
$8.7M +$693K +19,600 +8%