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Name Holding Trade Value Shares
Change
Change in
Stake
EHC
876
Everett Harris & Co
California
$3.31M +$1.61M +47,313 +79%
DIA
877
Dean Investment Associates
Ohio
$3.31M -$76.9K -2,258 -2%
OAM
878
Optimal Asset Management
California
$3.31M +$2.19M +64,215 +150%
PP
879
Patten & Patten
Tennessee
$3.31M -$403K -11,832 -10%
HKIM
880
Hayek Kallen Investment Management
Alabama
$3.3M +$7.8K +229 +0.2%
GWM
881
Graybill Wealth Management
Illinois
$3.29M -$59.2K -1,738 -2%
PFSC
882
Peoples Financial Services Corp
Pennsylvania
$3.29M -$105K -3,067 -3%
TA
883
Tamarack Advisers
California
$3.26M +$3.59M +105,400 New
O
884
Ossiam
France
$3.26M -$23.8M -698,869 -87%
OC
885
Oakworth Capital
Alabama
$3.26M -$288K -8,466 -7%
BFA
886
Brendel Financial Advisors
New Hampshire
$3.26M
VV
887
Verity & Verity
South Carolina
$3.24M -$774K -22,703 -18%
EWA
888
EP Wealth Advisors
California
$3.22M -$417K -12,235 -11%
BA
889
Baugh & Associates
Georgia
$3.21M -$59.8K -1,754 -2%
OCM
890
One Capital Management
California
$3.21M +$350K +10,259 +11%
BCM
891
BTC Capital Management
Iowa
$3.2M -$234K -6,856 -6%
SBSB
892
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.2M -$36.1K -1,058 -1%
SFS
893
Strategic Financial Services
New York
$3.2M -$512K -15,022 -13%
OLA
894
Oliver Luxxe Assets
New Jersey
$3.19M -$662K -19,436 -17%
HI
895
Hudock Inc
Pennsylvania
$3.18M +$302K +8,866 +9%
KC
896
Knuff & Co
California
$3.17M -$53.9K -1,581 -2%
MAFM
897
Mid Atlantic Financial Management
Pennsylvania
$3.16M -$401K -11,780 -10%
EIA
898
Eastover Investment Advisors
North Carolina
$3.16M +$3.48M +102,016 New
SFO
899
Stokes Family Office
Louisiana
$3.15M +$15K +440 +0.4%
PP
900
Pegasus Partners
Wisconsin
$3.14M +$915K +26,850 +36%