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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
1101
United Asset Strategies
New York
$2.39M -$218K -6,378 -8%
EWM
1102
Evermay Wealth Management
Virginia
$2.39M +$13.2K +385 +0.6%
WTB
1103
Washington Trust Bank
Washington
$2.38M +$43.3K +1,268 +2%
GCM
1104
Gables Capital Management
Florida
$2.38M +$54.3K +1,588 +2%
PIMJS
1105
PKO Investment Management Joint-Stock
Poland
$2.38M
SCM
1106
Shelton Capital Management
Colorado
$2.37M +$96.9K +2,835 +4%
ST
1107
Somerset Trust
Pennsylvania
$2.37M -$161K -4,702 -6%
KWM
1108
Kingsview Wealth Management
Oregon
$2.37M +$126K +3,688 +6%
SBWM
1109
Sunflower Bank Wealth Management
Arizona
$2.36M -$79.6K -2,329 -3%
BP
1110
Ballentine Partners
Massachusetts
$2.36M +$367K +10,729 +19%
IFWM
1111
Institute for Wealth Management
Colorado
$2.35M +$156K +4,578 +7%
SIA
1112
SeaBridge Investment Advisors
New Jersey
$2.34M -$197K -5,765 -8%
AC
1113
Abbrea Capital
California
$2.34M +$45.9K +1,343 +2%
MWM
1114
Mission Wealth Management
California
$2.34M +$243K +7,117 +12%
AMIM
1115
Aull & Monroe Investment Management
Alabama
$2.32M -$108K -3,161 -4%
MPAM
1116
Murphy Pohlad Asset Management
Minnesota
$2.32M -$112K -3,284 -5%
TC
1117
Telemus Capital
Michigan
$2.32M -$33.9K -993 -1%
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$2.32M -$46.6K -1,365 -2%
DLA
1119
Douglas Lane & Associates
New York
$2.32M -$42.4K -1,241 -2%
CC
1120
Chicago Capital
Illinois
$2.31M +$284K +8,318 +14%
WAM
1121
Wolverine Asset Management
Illinois
$2.31M -$1.51M -44,268 -40%
CCFCSB
1122
Cape Cod Five Cents Savings Bank
Massachusetts
$2.31M -$94.4K -2,761 -4%
WF
1123
WealthTrust Fairport
Ohio
$2.31M +$31.9K +934 +1%
SS
1124
Simplicity Solutions
Minnesota
$2.31M +$460K +13,459 +25%
CG
1125
CFO4Life Group
Texas
$2.3M +$2.06M +60,376 +936%