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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
801
ProVise Management Group
Florida
$5.25M -$4.84M -112,056 -47%
APP
802
Avantax Planning Partners
Iowa
$5.24M -$26.9K -623 -0.5%
WANY
803
Wealthspire Advisors (New York)
New York
$5.24M +$982K +22,741 +22%
EWM
804
Endurance Wealth Management
Rhode Island
$5.22M +$119K +2,758 +2%
RMAM
805
Raab & Moskowitz Asset Management
New Jersey
$5.21M -$30.2K -700 -0.5%
MIA
806
MMBG Investment Advisors
Florida
$5.18M -$2.89M -66,916 -35%
PMIA
807
Patrick Mauro Investment Advisor
Illinois
$5.15M +$350K +8,100 +7%
FNB
808
Farmers National Bank
Kentucky
$5.13M -$30.3K -701 -0.6%
BCM
809
Brooktree Capital Management
Michigan
$5.12M -$71.7K -1,659 -1%
EIA
810
Eastover Investment Advisors
North Carolina
$5.11M +$148K +3,436 +3%
HSA
811
Hussman Strategic Advisors
Maryland
$5.06M
GWM
812
Greenwich Wealth Management
Connecticut
$5.05M +$19.9K +461 +0.4%
RDWM
813
Red Door Wealth Management
Tennessee
$5.05M +$57.3K +1,327 +1%
APSI
814
Asset Planning Services Inc
Louisiana
$5.04M -$35K -810 -0.7%
Dodge & Cox
815
Dodge & Cox
California
$5.04M -$8.64K -200 -0.2%
ST
816
Smithfield Trust
Pennsylvania
$5.03M +$361K +8,351 +7%
MA
817
Montag & Associates
Georgia
$5.03M +$82.2K +1,903 +2%
SWM
818
SeaCrest Wealth Management
New York
$5.02M -$354K -8,204 -6%
JC
819
JB Capital
Connecticut
$5M +$307K +7,106 +6%
EWM
820
Empirical Wealth Management
Washington
$4.97M -$80.8K -1,871 -2%
LNC
821
Lincoln National Corp
Pennsylvania
$4.96M +$45.8K +1,061 +0.9%
PIMJS
822
PKO Investment Management Joint-Stock
Poland
$4.96M +$1.6M +37,000 +44%
AC
823
Addenda Capital
Quebec, Canada
$4.89M -$39.9K -923 -0.8%
EGM
824
Engineers Gate Manager
New York
$4.89M +$5.18M +119,891 New
DT
825
Diversified Trust
Tennessee
$4.89M +$462K +10,699 +10%