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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Claret Asset Management
Quebec, Canada
$3.42M +$815K +29,353 +31%
SWMG
802
Signature Wealth Management Group
Georgia
$3.41M +$171K +6,161 +5%
CAM
803
Carret Asset Management
New York
$3.41M +$321K +11,577 +10%
CFG
804
Citizens Financial Group
Rhode Island
$3.4M -$650K -23,439 -16%
BJL
805
Brighton Jones LLC
Washington
$3.39M +$1.69M +60,956 +99%
PI
806
Pettee Investors
Connecticut
$3.38M -$24.3K -875 -0.7%
FNT
807
First Nebraska Trust
Nebraska
$3.38M -$33.2K -1,195 -1%
WC
808
Woodstock Corp
Massachusetts
$3.37M +$10.3K +370 +0.3%
BCM
809
Brooktree Capital Management
Michigan
$3.36M +$170K +6,117 +5%
SVWAG
810
Sound View Wealth Advisors Group
Georgia
$3.36M -$172K -6,214 -5%
JCM
811
Jacobi Capital Management
Pennsylvania
$3.36M +$8.99K +324 +0.3%
LFA
812
LGT Financial Advisors
Texas
$3.36M -$25.7K -925 -0.8%
HPIA
813
Hamilton Point Investment Advisors
North Carolina
$3.34M -$5.49K -198 -0.2%
WIC
814
Woodmont Investment Counsel
Tennessee
$3.33M +$357K +12,883 +12%
FNBOMD
815
First National Bank of Mount Dora
Florida
$3.33M +$463K +16,703 +16%
CA
816
Clearstead Advisors
Ohio
$3.32M -$646K -23,268 -17%
FWM
817
Focused Wealth Management
New York
$3.29M -$418K -15,052 -11%
DAS
818
Dynamic Advisor Solutions
Arizona
$3.29M -$1.82M -65,438 -36%
BFG
819
Bleakley Financial Group
New Jersey
$3.27M -$389K -14,008 -11%
NRG
820
Nemes Rush Group
Michigan
$3.27M +$1.32M +47,622 +68%
CCB
821
Cutter & Co Brokerage
Missouri
$3.26M +$369K +13,292 +13%
KJHP
822
K.J. Harrison & Partners
Ontario, Canada
$3.24M +$2.08M +74,912 +179%
PCTC
823
Perkins Coie Trust Company
Washington
$3.23M +$144K +5,185 +5%
Dodge & Cox
824
Dodge & Cox
California
$3.23M
OIA
825
OneDigital Investment Advisors
Kansas
$3.23M +$203K +7,329 +7%