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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1301
Whalerock Point Partners
Rhode Island
$1.54M -$1.13M -33,336 -40%
HA
1302
Hamel Associates
New Jersey
$1.54M
BMC
1303
Beaton Management Company
Massachusetts
$1.52M -$25.1K -738 -1%
MIC
1304
Means Investment Company
Maine
$1.52M -$10.8K -319 -0.7%
TCM
1305
Teza Capital Management
Illinois
$1.52M +$1.66M +48,975 New
CCFCSB
1306
Cape Cod Five Cents Savings Bank
Massachusetts
$1.52M -$183K -5,391 -10%
HCM
1307
Hutchinson Capital Management
California
$1.51M -$154K -4,532 -9%
SFA
1308
Souders Financial Advisors
Ohio
$1.51M +$712K +20,968 +76%
SMC
1309
Smith, Moore & Co
Missouri
$1.51M -$61.5K -1,811 -4%
POIA
1310
Pin Oak Investment Advisors
Texas
$1.5M -$106K -3,106 -6%
IFWM
1311
Institute for Wealth Management
Colorado
$1.5M -$26.1K -769 -2%
SCM
1312
Schnieders Capital Management
California
$1.5M +$96.8K +2,849 +6%
BSB
1313
Bangor Savings Bank
Maine
$1.5M +$7.27K +214 +0.4%
SC
1314
Stolper & Co
Oklahoma
$1.5M -$109K -3,220 -6%
MSA
1315
Marino Stram & Associates
Massachusetts
$1.49M +$271K +7,971 +20%
TTWM
1316
TCV Trust & Wealth Management
Virginia
$1.49M -$144K -4,227 -8%
JWA
1317
JFS Wealth Advisors
Pennsylvania
$1.49M -$236K -6,950 -13%
KTC
1318
Kistler-Tiffany Companies
Pennsylvania
$1.49M +$47.6K +1,400 +3%
RA
1319
RFG Advisory
Alabama
$1.48M +$59.2K +1,742 +4%
CPO
1320
Cerity Partners OCIO
New York
$1.48M +$123K +3,607 +8%
WA
1321
WBH Advisory
Maryland
$1.48M -$48.9K -1,439 -3%
SIC
1322
Shoker Investment Counsel
Ohio
$1.48M +$18.9K +557 +1%
BWL
1323
Bogart Wealth LLC
Virginia
$1.47M +$1.46M +43,088 +982%
SSWM
1324
Sheets Smith Wealth Management
North Carolina
$1.47M +$86.5K +2,547 +6%
FMTC
1325
Farmers & Merchants Trust Company
California
$1.47M +$61.7K +1,815 +4%