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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Segment Wealth Management
Texas
$5.9M +$319K +8,979 +6%
RHAM
652
Round Hill Asset Management
California
$5.88M -$10.4K -292 -0.2%
SIS
653
Sound Income Strategies
Florida
$5.88M +$1.51M +42,521 +36%
BIAS
654
Beacon Investment Advisory Services
New Jersey
$5.87M -$131K -3,688 -2%
HWM
655
Holloway Wealth Management
Florida
$5.83M
CA
656
Continental Advisors
Utah
$5.82M +$1.92M +54,000 +51%
PCM
657
Parsons Capital Management
Rhode Island
$5.82M -$25.3K -713 -0.4%
SA
658
Sicart Associates
New York
$5.79M -$163K -4,584 -3%
RG
659
Rikoon Group
New Mexico
$5.79M +$6.21K +175 +0.1%
GA
660
GFS Advisors
Texas
$5.79M +$139K +3,925 +3%
PDN
661
Pensionfund DSM Netherlands
Netherlands
$5.79M +$320K +9,000 +6%
LBC
662
Lowe Brockenbrough & Co
Virginia
$5.78M +$104K +2,931 +2%
HC
663
Hourglass Capital
Texas
$5.77M -$81.2K -2,286 -1%
NRS
664
Neville Rodie & Shaw
New York
$5.77M +$181K +5,100 +3%
NA
665
NewEdge Advisors
Louisiana
$5.76M +$63.2K +1,779 +1%
GHAM
666
Gilman Hill Asset Management
Connecticut
$5.76M +$1.25M +35,078 +28%
VVP
667
Venture Visionary Partners
Ohio
$5.75M +$1.26M +35,541 +29%
CCM
668
Crossvault Capital Management
Texas
$5.73M +$21.5K +605 +0.4%
6M
669
6 Meridian
Kansas
$5.73M -$1.75M -49,341 -24%
FPFS
670
First Personal Financial Services
North Carolina
$5.72M +$100K +2,827 +2%
BCM
671
Birmingham Capital Management
Alabama
$5.71M +$61.8K +1,740 +1%
BOC
672
Barbara Oil Co
Illinois
$5.71M
EM
673
Excalibur Management
Massachusetts
$5.68M +$184K +5,191 +3%
NEAM
674
New England Asset Management
Connecticut
$5.67M +$85.2K +2,400 +2%
CNC
675
Canandaigua National Corp
New York
$5.66M -$165K -4,645 -3%