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Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2076
Baldwin Investment Management
Pennsylvania
$522K -$68.2K -1,928 -11%
APW
2077
Acima Private Wealth
Virginia
$522K -$4.99K -141 -0.9%
AMR
2078
Asset Management Resources
Massachusetts
$521K +$7.21K +204 +1%
HFM
2079
Hartford Funds Management
Pennsylvania
$521K -$223K -6,313 -29%
CCM
2080
Chickasaw Capital Management
Tennessee
$519K – – –
CYG
2081
Clean Yield Group
Vermont
$518K +$104K +2,951 +23%
FFC
2082
First Financial Corp
Indiana
$515K -$5.45K -154 -1%
SSW
2083
Smith Shellnut Wilson
Mississippi
$514K – – –
MC
2084
Middleton & Co
Massachusetts
$513K -$416K -11,770 -43%
RIG
2085
Renaissance Investment Group
Massachusetts
$513K -$107K -3,034 -16%
WA
2086
Wealth Architects
California
$512K +$71 +2 +0%
CHP
2087
Cable Hill Partners
Oregon
$512K +$52.3K +1,478 +11%
BC
2088
Belmont Capital
California
$512K +$35 +1 +0%
SIG
2089
Sargent Investment Group
Maryland
$512K +$18.7K +530 +4%
CPC
2090
Consolidated Planning Corp
Georgia
$512K -$97.6K -2,761 -15%
SIC
2091
Sigma Investment Counselors
Michigan
$511K -$13.4K -379 -2%
GC
2092
Guidance Capital
Kentucky
$511K +$48K +1,358 +10%
Apella Capital
2093
Apella Capital
Connecticut
$511K -$16.8K -475 -3%
WTFG
2094
Wells Trecaso Financial Group
Ohio
$511K +$884 +25 +0.2%
SWA
2095
Sightline Wealth Advisors
Connecticut
$509K +$4.31K +122 +0.8%
VC
2096
Vestor Capital
Illinois
$509K -$22.3K -632 -4%
CPIA
2097
Cornell Pochily Investment Advisors
New York
$509K -$42.3K -1,197 -7%
LFA
2098
Lauterbach Financial Advisors
Texas
$507K – – –
EWM
2099
EPG Wealth Management
Georgia
$506K +$1.06K +30 +0.2%
SCM
2100
Sterneck Capital Management
Missouri
$504K -$31.8K -900 -6%