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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
751
Buckingham Strategic Wealth
Missouri
$4.44M +$1.07M +31,437 +28%
PWLP
752
Prio Wealth Limited Partnership
Massachusetts
$4.44M -$1.05M -30,937 -18%
WPIC
753
White Pine Investment Company
Michigan
$4.44M -$275K -8,074 -5%
HW
754
Hamilton Wealth
California
$4.43M +$1.44M +42,136 +42%
PI
755
Pettee Investors
Connecticut
$4.42M
BP
756
Ballentine Partners
Massachusetts
$4.4M -$1.03M -30,120 -17%
AF
757
Arrow Financial
New York
$4.39M +$57.3K +1,683 +1%
BHA
758
Beech Hill Advisors
New York
$4.39M +$99.5K +2,919 +2%
CG
759
Colony Group
Massachusetts
$4.37M -$5.1M -149,791 -51%
HDIM
760
Hanson & Doremus Investment Management
Vermont
$4.36M +$526K +15,451 +12%
CC
761
Courier Capital
New York
$4.35M -$620K -18,193 -12%
FPFS
762
First Personal Financial Services
North Carolina
$4.35M -$112K -3,274 -2%
HC
763
HNP Capital
New York
$4.35M +$3.83M +112,343 +685%
SA
764
Sicart Associates
New York
$4.35M +$4.11M +120,667 +611%
DMK
765
David M. Knott
$4.31M
FWCM
766
Ferguson Wellman Capital Management
Oregon
$4.3M -$204K -5,985 -4%
IEFM
767
IQ EQ Fund Management
Ireland
$4.28M -$171K -5,032 -4%
FMWA
768
Forvis Mazars Wealth Advisors
Missouri
$4.26M +$1.08M +31,732 +30%
PCA
769
Providence Capital Advisors
North Carolina
$4.24M +$1.33M +39,148 +40%
SHGA
770
Sand Hill Global Advisors
California
$4.24M +$5.01K +147 +0.1%
AWM
771
Altavista Wealth Management
North Carolina
$4.23M +$404K +11,849 +10%
BFEC
772
Benjamin F. Edwards & Company
Missouri
$4.21M +$263K +7,720 +6%
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.19M -$41.4K -1,216 -0.9%
EWM
774
Executive Wealth Management
Michigan
$4.18M +$220K +6,466 +5%
AAIM
775
American Assets Investment Management
California
$4.18M