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Name Holding Trade Value Shares
Change
Change in
Stake
EA
1051
Ellsworth Advisors
Ohio
$4.07M +$643K +12,400 +18%
CPA
1052
Court Place Advisors
Maryland
$4.05M -$519K -10,011 -11%
GD
1053
Grandfield & Dodd
New York
$4.05M -$253K -4,868 -6%
CCP
1054
Clarkston Capital Partners
Michigan
$4.05M -$4.57K -88 -0.1%
WCM
1055
Windward Capital Management
California
$4.03M -$47.7K -920 -1%
UA
1056
Unison Advisors
District of Columbia
$4.03M +$26.5K +510 +0.7%
OPS
1057
Orion Portfolio Solutions
Nebraska
$4.03M +$369K +7,119 +10%
JHCP
1058
Jackson Hole Capital Partners
Oklahoma
$4.02M +$190K +3,654 +5%
WWM
1059
Western Wealth Management
Colorado
$4.01M +$2.33M +44,905 +137%
FCMT
1060
Founders Capital Management (Texas)
Texas
$4.01M
WAM
1061
Werlinich Asset Management
Connecticut
$4.01M +$5.71K +110 +0.1%
IP
1062
Intellectus Partners
California
$4.01M -$420K -8,087 -9%
MCM
1063
Murphy Capital Management
New Jersey
$4M +$4.31K +83 +0.1%
IGWM
1064
ICA Group Wealth Management
Colorado
$4M +$3.89M +75,009 New
BFIM
1065
Beese Fulmer Investment Management
Ohio
$3.99M -$253K -4,883 -6%
UAS
1066
United Asset Strategies
New York
$3.98M -$2.98M -57,459 -43%
AIP
1067
Ameritas Investment Partners
Nebraska
$3.97M -$95.9K -1,848 -2%
BCM
1068
Beddow Capital Management
Wyoming
$3.97M +$472K +9,103 +13%
EP
1069
Eudaimonia Partners
Tennessee
$3.97M +$3.98M +76,634 New
NFG
1070
Nations Financial Group
Iowa
$3.96M +$929K +17,910 +31%
JSL
1071
JT Stratford LLC
Georgia
$3.96M -$634K -12,213 -14%
AA
1072
Apriem Advisors
California
$3.95M -$630K -12,139 -14%
AF
1073
Advisornet Financial
Minnesota
$3.95M +$683K +13,158 +21%
TCA
1074
Transcend Capital Advisors
New Jersey
$3.95M +$314K +6,061 +9%
OC
1075
Oakworth Capital
Alabama
$3.93M +$81.1K +1,563 +2%