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Name Holding Trade Value Shares
Change
Change in
Stake
APW
2076
Acima Private Wealth
Virginia
$522K -$4.99K -141 -0.9%
AMR
2077
Asset Management Resources
Massachusetts
$521K +$7.21K +204 +1%
HFM
2078
Hartford Funds Management
Pennsylvania
$521K -$223K -6,313 -29%
CCM
2079
Chickasaw Capital Management
Tennessee
$519K
CYG
2080
Clean Yield Group
Vermont
$518K +$104K +2,951 +23%
FFC
2081
First Financial Corp
Indiana
$515K -$5.45K -154 -1%
SSW
2082
Smith Shellnut Wilson
Mississippi
$514K
MC
2083
Middleton & Co
Massachusetts
$513K -$416K -11,770 -43%
RIG
2084
Renaissance Investment Group
Massachusetts
$513K -$107K -3,034 -16%
WA
2085
Wealth Architects
California
$512K +$71 +2 +0%
CHP
2086
Cable Hill Partners
Oregon
$512K +$52.3K +1,478 +11%
BC
2087
Belmont Capital
California
$512K +$35 +1 +0%
SIG
2088
Sargent Investment Group
Maryland
$512K +$18.7K +530 +4%
CPC
2089
Consolidated Planning Corp
Georgia
$512K -$97.6K -2,761 -15%
SIC
2090
Sigma Investment Counselors
Michigan
$511K -$13.4K -379 -2%
GC
2091
Guidance Capital
Kentucky
$511K +$48K +1,358 +10%
AC
2092
Apella Capital
Connecticut
$511K -$16.8K -475 -3%
WTFG
2093
Wells Trecaso Financial Group
Ohio
$511K +$884 +25 +0.2%
SWA
2094
Sightline Wealth Advisors
Connecticut
$509K +$4.31K +122 +0.8%
VC
2095
Vestor Capital
Illinois
$509K -$22.3K -632 -4%
CPIA
2096
Cornell Pochily Investment Advisors
New York
$509K -$42.3K -1,197 -7%
LFA
2097
Lauterbach Financial Advisors
Texas
$507K
EWM
2098
EPG Wealth Management
Georgia
$506K +$1.06K +30 +0.2%
SCM
2099
Sterneck Capital Management
Missouri
$504K -$31.8K -900 -6%
ZAM
2100
Zevin Asset Management
Massachusetts
$503K +$179K +5,052 +50%